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FormsCRM icon

FormsCRM

v3.15.7
by CloseTechnology · 5.0 (2 reviews)

Connects your CRM, ERP and Email Marketing with your Forms plugin and create new Leads/Entries as the forms are filled automatically.

1K+ active installs Updated Sep 11, 2024 Tested to 6.6.2
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FormsCRM

About FormsCRM

This plugin connects your CRM directly with your website's form plugin, allowing you to automatically send form data to your CRM without the need for third-party software. It supports popular form plugins like GravityForms, Contact Form 7, WooCommerce, and WPForms PRO. The plugin is easy to set up and uses a secure API webservice to connect with your CRM. In addition, there are premium addons available to support other CRM platforms like Holded CRM, Odoo, vTiger 7, PipeDrive, and more.

Screenshots

FormsCRM screenshot
FormsCRM screenshot
FormsCRM screenshot
FormsCRM screenshot
FormsCRM screenshot
FormsCRM screenshot
FormsCRM screenshot
FormsCRM screenshot

Changelog

3.15.7

  • Fixed: Fixed manage contact websites in Clientify.
  • Fixed: Better management of Clientify API errors.

3.15.6

  • Added: Search contact or lead in Holded by email.

3.15.5

  • Added: Dynamic values in WPForms.

3.15.4

  • Fixed: Connection WPForms field date was not formatting to YYYY-MM-DD.

3.15.3

  • Added: Logs connection and entry created with WPForms in the form entry always.

3.15.2

  • Fixed: Sometimes gives Fatal error in WooCommerce Settings page.

3.15.1

  • Added: Support to multiple feeds in GravityForms for Clientify.
  • Fixed: Sometimes we were getting an error in the feed.
  • Fixed: MailerLite Classic multiple pagination API. When you have more thatn 100 entries, it will get all entries.
  • Fixed: Fatal error not authenticating in WooCommerce library.

3.15.0

  • Added: New widget in GravityForms Entries to resend the lead to CRM.
  • Added: New field Disclaimer in Clientify.
  • Fixed: Prevents possible errors in admin CF7.

3.14.0

  • Fixed: Custom fields not send to Opportunities in Clientify.
  • Fixed: Error Clientify not detecting module.
  • Added: Internal testing for Clientify.

3.13.3

  • Fixed image in settings.

3.13.2

  • Removed Odoo part not necessary in CF7.

3.13.1

  • Fix not launching autoupdate.

3.13.0

  • Added: CF7 now allows you to select the fields defined in the form.
  • Fix: Clientify changed names of custom fields in API. Now it’s importing custom fields correctly.

3.12.4

  • Fix: Prevents error in error message GF send.

3.12.3

  • Added: CF7 now allows values by default.
  • Fix: CF7 error after sending a lead.

3.12.2

  • Fix: Holded tags where not importing correctly.
  • Fix: Holded Address fields where not importing correctly.

3.12.0

  • Fix: Clientify does not allow blanks in tags.
  • Fix: Odoo creation contact.

3.11.0

  • Module Clientify now supports Deals.
  • Added: Conditional logic for Feed in Gravity Forms.
  • Fix: Woocommerce Mailerlite gets activated.

3.10.0

  • Added: Support to MailerLite.
  • Custom CRMs connector by feed in Gravity Forms.

3.9.2

  • Fix: better information in Error debug email.

3.9.1

  • Fix: checkbox and files urls in dynamic values in GravityForms.

3.9.0

  • Compose Dynamic values from other fields in GravityForms. Use {id:##} or {label:##}.
  • Minor fixes and translations.

3.8.2

  • Fix Error fields in CF7.

3.8.1

  • Fix Error module in CF7.

3.8.0

  • Added WPForms PRO as new forms provider.
  • Async create lead in GravityForms.
  • Fix: GravityForms not getting Full name.
  • Fix: Multistep APIs.
  • Fix: CF7 deprecated error after submit.
  • Fix: Clientify adds Address fields.
  • Fix: Get Clientify Cookie in WooCommerce.
  • Fix: Added Holded contact fields.
  • Added unit tests: better consistency.

3.7.3

  • Fix: Error 500 in page ContactForm7.

3.7.2

  • Fix: Parse error: syntax error, unexpected ‘)’.
  • Reviewed in PHP5.6.

3.7.1

  • Fix: Parse error: syntax error, unexpected ‘)’.

3.7

  • New method for clientify visitor key.
  • Fix Clientify pagination Custom fields problem.
  • Better log management (in debug.log).
  • Added link to Odoo premium addon.
  • Added AcumbaMail in free version.
  • Fix: Clientify custom fields not imported.
  • Fix: Fatal error in feed admin if not selected CRM.

3.6

  • Added link to custom Addons: Inmovilla, PipeDrive, SuiteCRM and FacturaDirecta.
  • Clientify: Added custom fields to select in the form.
  • Removed Freemius engine to sell.
  • Added support to shop in close.technology.
  • Fix acceptance consent in Clientify.
  • Fix visitor key in Clientify.

3.5.1

  • Hotfix: Clientify connector settings error.

3.5

  • Clientify: adds visitor key from cookie.
  • Better error management.
  • Holded solved fixes.
  • Holded name mandatory.

3.4

  • Fix is_plugin_activated.
  • Fix translations.
  • Fix tags loaded.

3.3

  • Support ContactForm7!.
  • Support to WooCommerce!.
  • Clientify connector in Free version.
  • Better error management.

3.2

  • Support to Clientify in Premium version.

3.1.1

  • Fixed fatal error.

3.1.0

  • Updated Settings Page.
  • Added vTiger.

3.0.0

  • WPORG version and changed name from GravityForms CRM Plugin. Refactured.

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