WpTrunk

Tag: web to case

  • WPForms – Sugar CRM Integration (Types)

    WPForms – Sugar CRM Integration (Types)

    Purchase $29.00

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

    Features

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

    Installation

    WordPress Dashboard

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

    FTP, SFTP, SCP etc…

    • Unzip ‘WPForms – Sugar 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 – Sugar CRM Integration’ plugin

    Configuration

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

    Integration

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

    WPForms – ZOHO CRM Integration (Types)

    Purchase $29.00

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

    Features

    • Easily integrate WPForms form to ZOHO CRM Contact
    • Easily integrate WPForms form to ZOHO CRM Case
    • Easily integrate WPForms form to ZOHO CRM Lead
    • Integrated WPForms form can automatically add your site new form data to ZOHO CRM Contact
    • Integrated WPForms form can automatically add your site new form data to ZOHO CRM Case
    • Integrated WPForms form can automatically add your site new form data to ZOHO CRM Lead
    • Easily map your WPForms form fields to ZOHO 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 – ZOHO CRM Integration’ plugin zip
    • Activate ‘WPForms – ZOHO CRM Integration’ plugin
    FTP, SFTP, SCP etc…
    • Unzip ‘WPForms – ZOHO 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 – ZOHO CRM Integration’ plugin

    Configuration

    • Generate Browser Mode authentication token in ZOHO CRM. The guide is here
    • Go to ‘Admin’ -> ‘WPF – ZOHO CRM’ -> ‘Configuration’
    • Instance URL : Add your ZOHO CRM instance URL. Like https://crm.zoho.com, https://crm.zoho.eu, etc…
    • Authentication Token: Add your ZOHO CRM authentication token
    • Click on ‘Save’ button

    Integration

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

    Changelog

    1.0.0
 - Initial release
    Purchase $29.00
  • WPForms – Salesforce CRM Integration (Kinds)

    WPForms – Salesforce CRM Integration (Kinds)

    Purchase $29.00

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

    Features

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

    Salesforce CRM Edition Supported

    • Salesforce CRM provides API access inbuilt and is enabled by default in bellow edition.

      • Enterprise Edition
      • Unlimited Edition
      • Developer Edition
      • Performance Edition
    • Note: Salesforce CRM not provides API access inbuilt and is not enabled in bellow edition. You can also purchase API access for a bellow edition.

      • Contact Edition
      • Group Edition
      • Professional Edition

    Installation

    This plugin requires the WPForms plugin.

    WordPress Dashboard
    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘WPForms – Salesforce CRM Integration’ plugin zip
    • Activate ‘WPForms – Salesforce CRM Integration’ plugin
    FTP, SFTP, SCP etc…
    • Unzip ‘WPForms – Salesforce 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 – Salesforce CRM Integration’ plugin

    Configuration

    • Create Connected App in Salesforce CRM. The guide is here.
    • Go to ‘Admin’ -> ‘WPF – Salesforce’ -> ‘Configuration’
    • Consumer Key: Add your Salesforce Connected App consumer key
    • Consumer Secret: Add your Salesforce Connected App consumer secret
    • Username: Add your Salesforce account username
    • Password: Add your Salesforce account password
    • Click on ‘Save’ button

    Integration

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

    Changelog

    1.0.0
 - Initial release
    Purchase $29.00
  • Ninja Varieties – Sugar CRM Integration (Kinds)

    Ninja Varieties – Sugar CRM Integration (Kinds)

    Purchase $29.00

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

    Features

    • Easily integrate Ninja Forms form to Sugar CRM Contact
    • Easily integrate Ninja Forms form to Sugar CRM Case
    • Easily integrate Ninja Forms form to Sugar CRM Lead
    • Integrated Ninja Forms form can automatically add your site new form data to Sugar CRM Contact
    • Integrated Ninja Forms form can automatically add your site new form data to Sugar CRM Case
    • Integrated Ninja Forms form can automatically add your site new form data to Sugar CRM Lead
    • Easily map your Ninja Forms form fields to Sugar 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 – Sugar CRM Integration’ plugin zip
    • Activate ‘Ninja Forms – Sugar CRM Integration’ plugin

    FTP, SFTP, SCP etc…

    • Unzip ‘Ninja Forms – Sugar 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 – Sugar CRM Integration’ plugin

    Configuration

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

    Integration

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

    Ninja Varieties – ZOHO CRM Integration (Kinds)

    Purchase $29.00

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

    Features

    • Easily integrate Ninja Forms form to ZOHO CRM Contact
    • Easily integrate Ninja Forms form to ZOHO CRM Case
    • Easily integrate Ninja Forms form to ZOHO CRM Lead
    • Integrated Ninja Forms form can automatically add your site new form data to ZOHO CRM Contact
    • Integrated Ninja Forms form can automatically add your site new form data to ZOHO CRM Case
    • Integrated Ninja Forms form can automatically add your site new form data to ZOHO CRM Lead
    • Easily map your Ninja Forms form fields to ZOHO 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 – ZOHO CRM Integration’ plugin zip
    • Activate ‘Ninja Forms – ZOHO CRM Integration’ plugin

    FTP, SFTP, SCP etc…

    • Unzip ‘Ninja Forms – ZOHO 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 – ZOHO CRM Integration’ plugin

    Configuration

    • Generating authentication token in ZOHO CRM
    • Go to ‘Admin’ -> ‘NF – ZOHO CRM’ -> ‘Configuration’
    • Authentication Token: Add your ZOHO CRM authentication token
    • Click on ‘Save’ button

    Integration

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

    Ninja Types – Salesforce CRM Integration (Varieties)

    Purchase $29.00

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

    Features

    • Easily integrate Ninja Forms form to Salesforce CRM Contact
    • Easily integrate Ninja Forms form to Salesforce CRM Case
    • Easily integrate Ninja Forms form to Salesforce CRM Lead
    • Integrated Ninja Forms form can automatically add your site new form data to Salesforce CRM Contact
    • Integrated Ninja Forms form can automatically add your site new form data to Salesforce CRM Case
    • Integrated Ninja Forms form can automatically add your site new form data to Salesforce CRM Lead
    • Easily map your Ninja Forms form fields to Salesforce 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 – Salesforce CRM Integration’ plugin zip
    • Activate ‘Ninja Forms – Salesforce CRM Integration’ plugin

    FTP, SFTP, SCP etc…

    • Unzip ‘Ninja Forms – Salesforce 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 – Salesforce CRM Integration’ plugin

    Configuration

    • Create Connected App in Salesforce CRM
    • Go to ‘Admin’ -> ‘NF – Salesforce’ -> ‘Configuration’
    • Consumer Key: Add your Salesforce Connected App consumer key
    • Consumer Secret: Add your Salesforce Connected App consumer secret
    • Username: Add your Salesforce account username
    • Password: Add your Salesforce account password
    • Click on ‘Save’ button

    Integration

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

    Gravity Types – ZOHO CRM Integration (Kinds)

    Purchase $29.00

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

    Features

    • Easily integrate Gravity Forms form to ZOHO CRM Contact
    • Easily integrate Gravity Forms form to ZOHO CRM Case
    • Easily integrate Gravity Forms form to ZOHO CRM Lead
    • Integrated Gravity Forms form can automatically add your site new form data to ZOHO CRM Contact
    • Integrated Gravity Forms form can automatically add your site new form data to ZOHO CRM Case
    • Integrated Gravity Forms form can automatically add your site new form data to ZOHO CRM Lead
    • Easily map your Gravity Forms form fields to ZOHO 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 – ZOHO CRM Integration’ plugin zip
    • Activate ‘Gravity Forms – ZOHO CRM Integration’ plugin

    FTP, SFTP, SCP etc…

    • Unzip ‘Gravity Forms – ZOHO 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 – ZOHO CRM Integration’ plugin

    Configuration

    • Generating authentication token in ZOHO CRM
    • Go to ‘Admin’ -> ‘GF – ZOHO CRM’ -> ‘Configuration’
    • Authentication Token: Add your ZOHO CRM authentication token
    • Click on ‘Save’ button

    Integration

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