Connect WordPress Forms with Holded CRM

✨ Why choose the PRO version?

If you already know FormsCRM with Holded, the free version lets you create basic contacts. FormsCRM Holded PRO goes much further, offering business features designed for sales teams that need professional follow-up of their opportunities.

🔗 More than 30 customisable fields

Map all the important Holded fields directly from your forms:

Contact information:

• Name, Company name, Tax ID (CIF/NIF)
• Email, Phone, Mobile
• Full billing address (street, city, postcode, province, country)
• Contact type (supplier, debtor, creditor, customer, lead)
• Individual or legal entity

Commercial information:

• Bank details (IBAN, SWIFT, SEPA reference)
• Tax operations
• Customer and supplier records
• Default accounting accounts
• Currency, language, discounts

Lead information:

• Lead contact name
• Opportunity name
• Opportunity value
• Sales potential
• Due date
• Additional notes

💼 Who is this plugin for?

FormsCRM Holded PRO is ideal for:

• ✅ Sales companies managing complex sales pipelines
• ✅ Sales teams that need professional Lead follow-up
• ✅ Marketing agencies managing multiple clients
• ✅ B2B businesses that require detailed information on every opportunity
• ✅ E-commerce stores that need to integrate forms with their CRM
• ✅ Professionals looking to automate their sales management

🔄 Differences from the free version

Feature	Free version	PRO version
Create contacts	✅	✅
Create Leads	❌	✅
Pipelines and stages	❌	✅
Notes on Leads	❌	✅
Advanced fields (30+)	❌	✅
Advanced conditions	❌	✅
Multiple modules	❌	✅

🎁 Key benefits

⏱️ Save time

Eliminate the manual work of entering data into Holded. Every form is synchronised automatically.

💰 Increase sales

Manage your opportunities professionally with clearly defined pipelines and stages.

📈 Improve organisation

Keep your CRM organised with duplicate prevention and a clear Lead structure.

🔒 Legal compliance

Guaranteed GDPR compliance with a direct connection and no intermediaries.

🚀 Scalability

Manage hundreds of Leads a day with no loss of information or manual errors.

📦 What’s included

• Complete FormsCRM Holded PRO plugin
• All PRO features unlocked
• Updates for 1 year
• Priority technical support
• Complete documentation
• Guided installation

💡 Real use cases

1. Website contact form

Turn every “Request information” into an automatic Lead assigned to your sales pipeline, with all the information organised and ready for your sales team to manage.

2. Quote request form

Every quote request becomes an opportunity with an estimated value, due date and defined stage, ready for follow-up in Holded.

3. Demo form

Demo request forms become qualified Leads, automatically assigned to the right stage of your pipeline.

4. Newsletter/Lead Magnet

Turn every subscription into a potential Lead with all the contact information and additional notes about its source.

🛠️ Installation and configuration

Installation is extremely simple:

1. Download the plugin from your customer area
2. Install it in WordPress from Plugins > Add New > Upload Plugin
3. Activate the plugin (requires the free FormsCRM plugin to be active)
4. Configure your Holded API Key in FormsCRM
5. Create your first feed on any form
6. Map the fields to suit your needs

Estimated time: 5 minutes

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📞 Support

We include priority technical support to resolve any questions or issues during the first year.

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🔄 Updates

You will receive all updates and new features for 1 year at no additional cost.

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⚖️ License

Single use per website. For multiple sites, check our multisite licenses.

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📝 Additional notes

• Compatible with all versions of Holded CRM
• No advanced technical knowledge required
• Installation and configuration in less than 5 minutes
• 30-day money-back guarantee if it does not meet your expectations
• Clean, optimised code following WordPress standards