{"id":8531,"date":"2021-12-18T11:11:10","date_gmt":"2021-12-18T10:11:10","guid":{"rendered":"https:\/\/beta.close.technology\/plugins\/formscrm\/"},"modified":"2025-11-19T13:49:37","modified_gmt":"2025-11-19T12:49:37","slug":"formscrm","status":"publish","type":"product","link":"https:\/\/close.technology\/en\/plugins\/formscrm\/","title":{"rendered":"FormsCRM"},"content":{"rendered":"\n

Connect your CRM directly\u00a0with your forms plugin<\/strong>, and automatically submit to your CRM when it is filled in.<\/p>\n\n

With this plugin, you don\u2019t need to use an additional software to send data\/prospects to your CRM. You will have a direct connection between your website and your CRM. It is a direct connector between Web <> CRM<\/strong>.<\/p>\n\n

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

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

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

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

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

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

If you need to add support to more Forms plugins, please contact us in the support forum. \n \n<\/p>\n\n

Plugin Configuration<\/h2>\n\n

The plugin setup is very simple. Once the plugin is uploaded, the plugin is configured with the URL, username and password of the user<\/strong> who will create the entries in the CRM.<\/p>\n\n

After this, you have to go to each form feed that you want to connect to the CRM.You will assign the fields for each one and the equivalent for the CRM software field.<\/p>\n\n

This plugin connects to your CRM via a web service API, the best and most secure way to do it.\u00a0It does not use any external software<\/em>. So you will comply with the RGPD by not having an external provider.<\/p>\n\n

Plugin Compatibility \n<\/h2>\n\n

At the moment, FormsCRM is compatible in the free version with<\/strong>:<\/p>\n

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

And you will see that there are premium add-ons to support<\/strong>:<\/p>\n

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

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

Only one type of CRM can be used on the web with this version. \n<\/p>\n\n

How to set it up with Odoo: \n<\/h2>\n\n
\r\n
\r\n