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Tag: suite crm case integration

  • WPForms – Suite CRM Integration (Varieties)

    WPForms – Suite CRM Integration (Varieties)

    Purchase $29.00

    WPForms – Suite CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress WPForms and Suite CRM. Easily add automatically Contacts, Cases and Leads into Suite CRM when people submit a WPForms form on your site.

    Features

    • Easily integrate WPForms form to Suite CRM Contact
    • Easily integrate WPForms form to Suite CRM Case
    • Easily integrate WPForms form to Suite CRM Lead
    • Integrated WPForms form can automatically add your site new form data to Suite CRM Contact
    • Integrated WPForms form can automatically add your site new form data to Suite CRM Case
    • Integrated WPForms form can automatically add your site new form data to Suite CRM Lead
    • Easily map your WPForms form fields to Suite CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited WPForms forms

    Installation

    This plugin requires the WPForms plugin.

    WordPress Dashboard
    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘WPForms – Suite CRM Integration’ plugin zip
    • Activate ‘WPForms – Suite CRM Integration’ plugin
    FTP, SFTP, SCP etc…
    • Unzip ‘WPForms – Suite CRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘WPForms – Suite CRM Integration’ plugin

    Configuration

    • Go to ‘Admin’ -> ‘WPF – Suite CRM’ -> ‘Configuration’
    • Instance URL: Add your instance URL. Like http://example.com
    • Username: Add your Suite CRM account username
    • Password: Add your Suite CRM account password
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘WPF – Suite CRM’ -> ‘Integration’
    • You can see list of WPForms Forms
    • Click on edit form icon which you want to integrate form
    • Select a Suite CRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘Suite CRM Integration?’ checkbox if you want to integrate Suite CRM
    • Map fields which you want to map
      Note: Bellow module wise fields are required in Suite CRM and it must be mapped in Form.
      • Contact: Last Name
      • Case: Subject
      • Lead: Last Name
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in Suite CRM module

    Changelog

    1.0.0
 - Initial release
    Purchase $29.00
  • Ninja Types – Suite CRM Integration (Kinds)

    Ninja Types – Suite CRM Integration (Kinds)

    Purchase $29.00

    Ninja Forms – Suite CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Ninja Forms and Suite CRM. Easily add automatically Contacts, Cases and Leads into Suite CRM when people submit a Ninja Forms form on your site.

    Features

    • Easily integrate Ninja Forms form to Suite CRM Contact
    • Easily integrate Ninja Forms form to Suite CRM Case
    • Easily integrate Ninja Forms form to Suite CRM Lead
    • Integrated Ninja Forms form can automatically add your site new form data to Suite CRM Contact
    • Integrated Ninja Forms form can automatically add your site new form data to Suite CRM Case
    • Integrated Ninja Forms form can automatically add your site new form data to Suite CRM Lead
    • Easily map your Ninja Forms form fields to Suite CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited Ninja Forms forms

    Installation

    WordPress Dashboard

    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘Ninja Forms – Suite CRM Integration’ plugin zip
    • Activate ‘Ninja Forms – Suite CRM Integration’ plugin

    FTP, SFTP, SCP etc…

    • Unzip ‘Ninja Forms – Suite CRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘Ninja Forms – Suite CRM Integration’ plugin

    Configuration

    • Go to ‘Admin’ -> ‘NF – Suite CRM’ -> ‘Configuration’
    • URL: Add your instance URL. Like http://example.com
    • Username: Add your Suite CRM account username
    • Password: Add your Suite CRM account password
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘NF – Suite CRM’ -> ‘Integration’
    • You can see list of Ninja Forms Forms
    • Click on edit form icon which you want to integrate form
    • Select a Suite CRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘Suite CRM Integration?’ checkbox if you want to integrate Suite CRM
    • Map fields which you want to map
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in Suite CRM module
    Purchase $29.00
  • Gravity Types – Suite CRM Integration (Types)

    Gravity Types – Suite CRM Integration (Types)

    Purchase $29.00

    Gravity Forms – Suite CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Gravity Forms and Suite CRM. Easily add automatically Contacts, Cases and Leads into Suite CRM when people submit a Gravity Forms form on your site.

    Features

    • Easily integrate Gravity Forms form to Suite CRM Contact
    • Easily integrate Gravity Forms form to Suite CRM Case
    • Easily integrate Gravity Forms form to Suite CRM Lead
    • Integrated Gravity Forms form can automatically add your site new form data to Suite CRM Contact
    • Integrated Gravity Forms form can automatically add your site new form data to Suite CRM Case
    • Integrated Gravity Forms form can automatically add your site new form data to Suite CRM Lead
    • Easily map your Gravity Forms form fields to Suite CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited Gravity Forms forms

    Installation

    WordPress Dashboard

    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘Gravity Forms – Suite CRM Integration’ plugin zip
    • Activate ‘Gravity Forms – Suite CRM Integration’ plugin

    FTP, SFTP, SCP etc…

    • Unzip ‘Gravity Forms – Suite CRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘Gravity Forms – Suite CRM Integration’ plugin

    Configuration

    • Go to ‘Admin’ -> ‘GF – Suite CRM’ -> ‘Configuration’
    • URL: Add your instance URL. Like http://example.com
    • Username: Add your Suite CRM account username
    • Password: Add your Suite CRM account password
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘GF – Suite CRM’ -> ‘Integration’
    • You can see list of Gravity Forms Forms
    • Click on edit form icon which you want to integrate form
    • Select a Suite CRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘Suite CRM Integration?’ checkbox if you want to integrate Suite CRM
    • Map fields which you want to map
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in Suite CRM module
    Purchase $29.00
  • Gravity Kinds – Suite CRM Integration (Varieties)

    Gravity Kinds – Suite CRM Integration (Varieties)

    Purchase $29.00

    Gravity Forms – Suite CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Gravity Forms and Suite CRM. Easily add automatically Contacts, Cases and Leads into Suite CRM when people submit a Gravity Forms form on your site.

    Features

    • Easily integrate Gravity Forms form to Suite CRM Contact
    • Easily integrate Gravity Forms form to Suite CRM Case
    • Easily integrate Gravity Forms form to Suite CRM Lead
    • Integrated Gravity Forms form can automatically add your site new form data to Suite CRM Contact
    • Integrated Gravity Forms form can automatically add your site new form data to Suite CRM Case
    • Integrated Gravity Forms form can automatically add your site new form data to Suite CRM Lead
    • Easily map your Gravity Forms form fields to Suite CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited Gravity Forms forms

    Installation

    WordPress Dashboard

    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘Gravity Forms – Suite CRM Integration’ plugin zip
    • Activate ‘Gravity Forms – Suite CRM Integration’ plugin

    FTP, SFTP, SCP etc…

    • Unzip ‘Gravity Forms – Suite CRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘Gravity Forms – Suite CRM Integration’ plugin

    Configuration

    • Go to ‘Admin’ -> ‘GF – Suite CRM’ -> ‘Configuration’
    • URL: Add your instance URL. Like http://example.com
    • Username: Add your Suite CRM account username
    • Password: Add your Suite CRM account password
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘GF – Suite CRM’ -> ‘Integration’
    • You can see list of Gravity Forms Forms
    • Click on edit form icon which you want to integrate form
    • Select a Suite CRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘Suite CRM Integration?’ checkbox if you want to integrate Suite CRM
    • Map fields which you want to map
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in Suite CRM module
    Purchase $29.00
  • Contact Type 7 – Suite CRM Integration (Add-ons)

    Contact Type 7 – Suite CRM Integration (Add-ons)

    Purchase $29.00

    Contact Form 7 – SuiteCRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress Contact Form 7 and SuiteCRM. Easily add automatically Contacts, Cases and Leads into SuiteCRM when people submit a Contact Form 7 form on your site.

    Features

    • Easily integrate Contact Form 7 form to SuiteCRM Contact
    • Easily integrate Contact Form 7 form to SuiteCRM Case
    • Easily integrate Contact Form 7 form to SuiteCRM Lead
    • Integrated Contact Form 7 form can automatically add your site new form data to SuiteCRM Contact
    • Integrated Contact Form 7 form can automatically add your site new form data to SuiteCRM Case
    • Integrated Contact Form 7 form can automatically add your site new form data to SuiteCRM Lead
    • Easily map your Contact Form 7 form fields to SuiteCRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited Contact Form 7 forms

    Installation

    This plugin requires the Contact Form 7 plugin.

    WordPress Dashboard
    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘Contact Form 7 – SuiteCRM Integration’ plugin zip
    • Activate ‘Contact Form 7 – SuiteCRM Integration’ plugin
    FTP, SFTP, SCP etc…
    • Unzip ‘Contact Form 7 – SuiteCRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘Contact Form 7 – SuiteCRM Integration’ plugin

    Configuration

    • Go to ‘Admin’ -> ‘CF7 – SuiteCRM’ -> ‘Configuration’
    • URL: Add your instance URL. Like http://example.com
    • Username: Add your SuiteCRM account username
    • Password: Add your SuiteCRM account password
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘CF7 – SuiteCRM’ -> ‘Integration’
    • You can see list of Contact Form 7 Forms
    • Click on edit form icon which you want to integrate form
    • Select a SuiteCRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘SuiteCRM Integration?’ checkbox if you want to integrate SuiteCRM
    • Map fields which you want to map
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in SuiteCRM module

    Changelog

    1.0.0

    • Initial release
    Purchase $29.00