{"id":8531,"date":"2021-12-18T11:11:10","date_gmt":"2021-12-18T10:11:10","guid":{"rendered":"https:\/\/beta.close.technology\/plugins\/formscrm\/"},"modified":"2026-04-29T13:41:26","modified_gmt":"2026-04-29T11:41:26","slug":"formscrm","status":"publish","type":"product","link":"https:\/\/close.technology\/en\/plugins\/formscrm\/","title":{"rendered":"FormsCRM"},"content":{"rendered":"\n

Connect your CRM directly with your forms plugin<\/strong> and automatically send data to your CRM every time a form is submitted.<\/p>\n\n

With this plugin, you don’t need any external software to send data or leads to your CRM. You get a direct connection between your website and your CRM \u2014 a direct Web <> CRM connector.<\/strong><\/p>\n\n

What can you connect it with?<\/h2>\n
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<\/a>
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\"Gravityforms\"<\/figure>\n<\/div>\n\n\n

GravityForms<\/a><\/strong><\/h3>\n\n<\/div><\/div><\/div>\n\n
<\/a>
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\"Contact<\/figure>\n<\/div>\n\n\n

Contact Form 7<\/a><\/strong><\/h3>\n\n<\/div><\/div><\/div>\n\n
<\/a>
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\"WooCommerce\"<\/figure>\n<\/div>\n\n\n

WooCommerce<\/a><\/strong><\/h3>\n\n<\/div><\/div><\/div>\n<\/div>
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\"WPForms\"<\/figure>\n<\/div>\n\n\n

WPForms <\/strong><\/h3>\n\n<\/div><\/div><\/div>\n\n
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\"Ninja<\/figure>\n<\/div>\n\n\n

Ninja Forms<\/strong><\/h3>\n\n<\/div><\/div><\/div>\n<\/div>\n

If you need support for additional forms plugins, please post in the support forum.<\/p>\n\n

Plugin configuration<\/h2>\n\n

Plugin configuration is straightforward. Once the plugin is installed, set it up with the URL, username and password<\/strong> of the user that will create entries in the CRM.<\/p>\n\n

Next, go to each form feed<\/strong> you want to connect to the CRM. Map each form field to its corresponding field in the CRM software.<\/p>\n\n

This plugin connects to your CRM via a web API service \u2014 the best and most secure approach. It does not use any external software<\/em>, so you remain fully GDPR-compliant with no third-party providers involved.<\/p>\n\n

Plugin compatibility<\/h2>\n\n

Currently, FormsCRM is compatible in its free version with:<\/strong><\/p>\n

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<\/a>
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\"Clientify<\/figure>\n<\/div>\n<\/div><\/div><\/div>\n\n
<\/a>
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\"Holded\"<\/figure>\n<\/div>\n<\/div><\/div><\/div>\n<\/div>\n

There are also Premium extensions that add support<\/strong> for:<\/p>\n

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\"SugarCRM\"<\/figure>\n<\/div>\n<\/div><\/div><\/div>\n\n
<\/a>
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\"Odoo\"<\/figure>\n<\/div>\n\n\n

V11, V12, V13, V14<\/strong><\/h2>\n\n<\/div><\/div><\/div>\n\n
<\/a>
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\"Vtiger\"<\/figure>\n<\/div>\n<\/div><\/div><\/div>\n\n
<\/a>
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\"Inmovilla\"<\/figure>\n<\/div>\n<\/div><\/div><\/div>\n<\/div>\n

This version only supports one CRM type per website.<\/p>\n\n

How to configure it with Odoo:<\/h2>\n\n
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