{"id":32302,"date":"2014-10-20T04:36:08","date_gmt":"2014-10-20T04:36:08","guid":{"rendered":"https:\/\/wordpress.org\/plugins-wp\/wp-leads-builder-any-crm\/"},"modified":"2025-06-30T07:56:30","modified_gmt":"2025-06-30T07:56:30","slug":"wp-leads-builder-any-crm","status":"publish","type":"plugin","link":"https:\/\/dzo.wordpress.org\/plugins\/wp-leads-builder-any-crm\/","author":9901964,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_crdt_document":"","version":"3.2","stable_tag":"3.2","tested":"6.8.5","requires":"5.0","requires_php":"","requires_plugins":null,"header_name":"WP Leads Builder For Any CRM","header_author":"Smackcoders","header_description":"","assets_banners_color":"c7a6c0","last_updated":"2025-06-30 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CRM configuration option"},{"src":"https:\/\/ps.w.org\/wp-leads-builder-any-crm\/trunk\/screenshot-2.png?rev=3319750","caption":"Form type, email and debug settings"},{"src":"https:\/\/ps.w.org\/wp-leads-builder-any-crm\/trunk\/screenshot-3.png?rev=3319750","caption":"CRM Form generation and shortcode list"},{"src":"https:\/\/ps.w.org\/wp-leads-builder-any-crm\/trunk\/screenshot-4.png?rev=3319750","caption":"Enable Form in the edit view of CRM Forms"},{"src":"https:\/\/ps.w.org\/wp-leads-builder-any-crm\/trunk\/screenshot-5.png?rev=3319750","caption":""},{"src":"https:\/\/ps.w.org\/wp-leads-builder-any-crm\/trunk\/screenshot-6.png?rev=3319750","caption":""}],"raw_content":"<!--section=description-->\n<p>Empower your WordPress website with the Lead Form Data Collection to CRM plugin, your ultimate solution for capturing WordPress contact form data and effortlessly transferring it to your CRM as Leads or Contacts. This powerful lead form data collection to CRM tool simplifies the data collection process and seamlessly integrates it with your CRM system, eliminating the need for manual data entry and reducing potential errors.<\/p>\n\n<p><a href=\"https:\/\/wordpress.org\/support\/topic\/great-product-superb-support-2\/\">https:\/\/wordpress.org\/support\/topic\/great-product-superb-support-2\/<\/a><\/p>\n\n<p>Great product. Superb support! I have been using the product for 3 years. It always functions as hoped for, and if not, there is reliable support!<\/p>\n\n<p><a href=\"https:\/\/wordpress.org\/support\/topic\/great-plugin-and-awesome-support-184\/\">https:\/\/wordpress.org\/support\/topic\/great-plugin-and-awesome-support-184\/<\/a><\/p>\n\n<p>Great plugin and awesome support. I had issues configuring the pro plugin initially. The customer support team was very prompt in solving my problem. The plugin itself is very, very useful to as I use suitecrm to manage my leads.It made my life so easy! Great work guys. Please keep it up!<\/p>\n\n<p><a href=\"https:\/\/wordpress.org\/support\/topic\/the-plugin-and-the-support-is-amazing\/\">https:\/\/wordpress.org\/support\/topic\/the-plugin-and-the-support-is-amazing\/<\/a><\/p>\n\n<p>The plugin and the support is amazing. We have been searching for a plugin for a long time that can integrate wordpress with vTiger, but we have not found any that meet the criteria required by our clients, until this one. Besides having integration with a lot of CRMs, it works with ContactForm7 and WooCommerce, the support team of this plugin is absolutely brilliant. I came to them with a connection problem that was caused by our server. They were patient and solved the problem quickly. In a word, A + plugin and support.<\/p>\n\n<p>With the Lead Form Data Collection to CRM, you can:<\/p>\n\n<ul>\n<li><strong>Effortlessly Collect and Send Leads Data to CRM:<\/strong> Capture leads data from your WordPress forms or Contact Form 7 plugin forms with ease and send it to your integrated CRM.<\/li>\n<li><strong>Seamless CRM Integration:<\/strong> Integrate your WordPress with any CRMs like Salesforce, Zoho, Vtiger, SuiteCRM, FreshSales, and Joforce CRM for streamlined lead management.<\/li>\n<li><strong>Embed Forms Anywhere:<\/strong> Create dynamic shortcodes to embed web forms in posts, pages, custom posts, sidebars, widgets, and popups.<\/li>\n<li><strong>Secure Every Submissions:<\/strong> Safeguard your lead data with built-in Captcha protection, ensuring data integrity.<\/li>\n<li><strong>Assign Leads Entering Your CRM to Sales Reps:<\/strong> Automatically assign every lead entering your CRM(submitted via forms) to your CRM sales reps or admin or other user to handle.<\/li>\n<li><strong>Use Built-in Lead Forms:<\/strong> Utilize the built-in Leads form provided by the plugin for your Lead Capturing, modify essential form settings if needed.<\/li>\n<li><strong>Set up Advanced Form Settings:<\/strong> Prevent from duplicate form submissions entering as leads into CRM with advanced duplicate handling options, configure form submission success and failure error messages and more.<\/li>\n<\/ul>\n\n<p>The plugin\u2019s simple and intuitive interface makes the form customization effortless. You can create, edit, and update form fields with ease to match your lead capture needs. Automate lead assignments, ensuring every submission reaches the right CRM user for quick follow-ups. Prevent from duplicate entries, customize success and error messages, fine-tune your form submissions and on.<\/p>\n\n<h4>Helpful links to try<\/h4>\n\n<p>Get the <a href=\"https:\/\/trial.smackcoders.com\/wp-leads-builder-for-any-crm\/?utm_source=wordpress_org&amp;utm_medium=readme&amp;utm_campaign=lead_builder_free\">Free Private Trial of WP Leads Builder for CRM Pro<\/a>. See the plugin in action at our <a href=\"https:\/\/demo.smackcoders.com\/wordpress\/wp-admin\/admin.php?page=wp-leads-builder-any-crm-pro&amp;utm_source=wordpress_org&amp;utm_medium=readme&amp;utm_campaign=lead_builder_free\">demo<\/a> instance.<\/p>\n\n<p>Visit our <a href=\"https:\/\/www.smackcoders.com\/documentation\/wordpress-leads-builder-for-any-crm-pro\/community-version?utm_source=wordpress_org&amp;utm_medium=readme&amp;utm_campaign=lead_builder_free\">Help Documentation<\/a> for more detailed instructions about the plugin.<\/p>\n\n<h4>Download &amp; Install CRM add-ons<\/h4>\n\n<p>You can choose one from the list of add-ons for CRMs like Zoho CRM, Zoho CRM Plus, Salesforce, Freshsales, Vtiger CRM &amp; SugarCRM. If you\u2019re a SuiteCRM or Joforce CRM user, you don\u2019t require an add-on to install.<\/p>\n\n<p>Install and activate both WP Leads Builder For CRM and the respective CRM add-on below:<\/p>\n\n<p><a href=\"https:\/\/wordpress.org\/plugins\/wp-zoho-crm\/\">Zoho CRM &amp; Zoho CRM Plus<\/a>\n<a href=\"https:\/\/wordpress.org\/plugins\/wp-salesforce\/\">Salesforce<\/a>\n<a href=\"https:\/\/wordpress.org\/plugins\/wp-sugar-free\/\">SugarCRM<\/a>\n<a href=\"https:\/\/wordpress.org\/plugins\/wp-freshsales\/\">Freshsales<\/a>\n<a href=\"https:\/\/wordpress.org\/plugins\/wp-tiger\/\">Vtiger CRM<\/a><\/p>\n\n<h4>Third-Party Form Builder Plugins Integration<\/h4>\n\n<p>Leads Builder for Any CRM supports using existing forms created with popular form builders like<\/p>\n\n<ul>\n<li>Contact Form 7<\/li>\n<li>WP Forms(free &amp; pro)<\/li>\n<li>Caldera Forms<\/li>\n<\/ul>\n\n<h4>PRO FEATURES<\/h4>\n\n<p>Upgrade to the Leads Builder Pro version and unlock advanced features, including:<\/p>\n\n<p><strong>Sync as CRM contacts<\/strong><\/p>\n\n<ul>\n<li>Send your website visitors information from forms to your CRM as Contacts for efficient followups.<\/li>\n<\/ul>\n\n<p><strong>Enhanced WordPress Integration<\/strong><\/p>\n\n<ul>\n<li>Sync WordPress users and data collected from forms as either contacts or leads.<\/li>\n<li>Sync existing WordPress users with a one-time sync option as leads or contacts.<\/li>\n<li>Sync custom fields created with MemberPress, WP-Members, and ACF under the WordPress Users module with leads and contacts in your CRM.<\/li>\n<\/ul>\n\n<p><strong>WooCommerce Integration<\/strong><\/p>\n\n<ul>\n<li>Send checkout information and capture abandoned cart customers as CRM leads.<\/li>\n<li>Gain valuable insights into your visitors\u2019 WooCommerce journey on your website.<\/li>\n<\/ul>\n\n<p><strong>Third-Party Form Builder Support<\/strong><\/p>\n\n<ul>\n<li>Integrate with popular form builders such as Ninja Forms, Gravity Forms, and Contact Form 7.<\/li>\n<li>Easily sync data from these forms with your CRM.<\/li>\n<\/ul>\n\n<p><strong>Advanced CRM Lead Conversion<\/strong><\/p>\n\n<ul>\n<li>Convert WordPress Users into potential leads or contacts of your CRM system with ease.<\/li>\n<li>Synchronize both existing and newly registered users for a seamless lead management experience.<\/li>\n<\/ul>\n\n<p><strong>Efficient Data Handling<\/strong><\/p>\n\n<ul>\n<li>Create, update, or skip options to handle duplicate entries effectively.<\/li>\n<li>Implement Google Captcha to prevent spam submissions and maintain data accuracy.<\/li>\n<\/ul>\n\n<p><strong>Unlimited Form Creations<\/strong><\/p>\n\n<ul>\n<li>Easily create and manage an unlimited number of forms, tailoring your lead capture process to your specific needs.<\/li>\n<\/ul>\n\n<p><strong>Watch Our Video Tutorials<\/strong>\nExplore our YouTube playlist containing informative tutorials on WP Leads Builder for CRM plugin.\n<a href=\"https:\/\/www.youtube.com\/watch?v=wmlyERJmYXw&amp;list=PL2k3Ck1bFtbSptSNMIhr_TaNj-qjHiTio&amp;index=1&amp;utm_source=wordpress_org&amp;utm_medium=readme&amp;utm_campaign=lead_builder_free\">Watch Video Tutorials<\/a><\/p>\n\n<p>Visit our website, to upgrade to the <a href=\"https:\/\/www.smackcoders.com\/wp-leads-builder-any-crm-pro.html?utm_source=wordpress_org&amp;utm_medium=readme&amp;utm_campaign=lead_builder_free\">Leads Builder For Any CRM Pro<\/a> today.<\/p>\n\n<p>For more detailed instructions, check out our <a href=\"https:\/\/www.smackcoders.com\/documentation\/leads-builder-for-any-crm-from-wordpress-pro\/lead-builder-for-any-crm?utm_source=lead_builder_free&amp;utm_campaign=readme&amp;utm_medium=wp_org\">Leads Builder for CRM Pro documentation<\/a>.<\/p>\n\n<!--section=installation-->\n<p>Leads Builder For CRM can be installed in usual 3 methods<\/p>\n\n<p>I. For simple general way to install<\/p>\n\n<ul>\n<li>Go to Plugins \u2192 Add New \u2192 Upload<\/li>\n<li>Browse and Upload the downloaded zip file<\/li>\n<li>Activate the plugin.<\/li>\n<\/ul>\n\n<p>II. For familiar FTP users<\/p>\n\n<ul>\n<li>Extract the plugin zip<\/li>\n<li>Upload plugin zip to \/wp-content\/plugins\/<\/li>\n<li>Go to Plugins \u2192 Installed Plugins \u2192 Active     <\/li>\n<\/ul>\n\n<p>III. Straight from WordPress Admin<\/p>\n\n<ul>\n<li>Go to plugins \u2192 Add New<\/li>\n<li>Search for WP Leads Builder Any CRM<\/li>\n<li>Click Install Now \u2192 Activate<\/li>\n<\/ul>\n\n<!--section=faq-->\n<p>1) How can I create a form using Contact Form 7<\/p>\n\n<p>To create a form using Contact Form 7:<\/p>\n\n<ul>\n<li>Enable the Contact Form 7 in CRM configuration under Form Type.<\/li>\n<li>In the CRM Forms menu, select the required fields and save.<\/li>\n<li>The shortcode with the selected fields will be created in Contact Form 7.<\/li>\n<li>Place the shortcode in a post, page, or widget.<\/li>\n<\/ul>\n\n<p>2) Why am I unable to submit the form created with the Contact Form?<\/p>\n\n<p>To resolve submission issues with a Contact Form:<\/p>\n\n<ul>\n<li>After generating the shortcode for the Contact form, go to Contact \u2192 Contact Forms \u2192 Edit view of the shortcode.<\/li>\n<li>In the Mail menu, configure all the settings and save.<\/li>\n<li>If the mail is not configured, the form will trigger an error message stating \u2018Submission failed\u2019.<\/li>\n<\/ul>\n\n<!--section=changelog-->\n<h4>3.2<\/h4>\n\n<ul>\n<li>Checked: Compatibility for WordPress 6.8<\/li>\n<li>Bug fixes<\/li>\n<\/ul>\n\n<h4>3.1<\/h4>\n\n<ul>\n<li>Added :Zoho CRM Canada DC support<\/li>\n<li>Added: Latest WP Compatibility<\/li>\n<li>Checked: Compatibility check for All CRM API<\/li>\n<li>Vulnerability fix - reported by patchstack<\/li>\n<li>Minor bug fixes<\/li>\n<\/ul>\n\n<h4>3.0.1<\/h4>\n\n<ul>\n<li>Checked: Compatibility for WordPress 6.4.2<\/li>\n<li>Fixed: Site health related Issue<\/li>\n<li>Fixed: It always goes to the Vtiger CRM page, regardless of which button is clicked in the CRM<\/li>\n<\/ul>\n\n<h4>3.0<\/h4>\n\n<ul>\n<li>Checked: Compatibility for WordPress 6.3.2<\/li>\n<li>Updated: Thirdparty CSS &amp; JS libraries<\/li>\n<li>Improved: User Interface<\/li>\n<li>Updated: All CRM API's to the latest version<\/li>\n<\/ul>\n\n<h4>2.6<\/h4>\n\n<ul>\n<li>Checked: Compatibility for WordPress 6.2.2<\/li>\n<li>Fixed: Resolved issues related to Default Form.<\/li>\n<\/ul>\n\n<h4>2.5.3<\/h4>\n\n<ul>\n<li>Checked: Compatibility for WordPress 6.0.2<\/li>\n<\/ul>\n\n<h4>2.5.2<\/h4>\n\n<ul>\n<li>Checked: Compatibility for WordPress 6.0.1<\/li>\n<\/ul>\n\n<h4>2.5.1<\/h4>\n\n<ul>\n<li>Checked: Compatibility for WordPress 5.9.3<\/li>\n<li>Fixed: SOAP API Conflict with SuiteCRM<\/li>\n<\/ul>\n\n<h4>2.5<\/h4>\n\n<ul>\n<li>Updated: Third-party Form Edit Option<\/li>\n<li>Fixed: Minor Issues<\/li>\n<\/ul>\n\n<h4>2.4<\/h4>\n\n<ul>\n<li>Updated: Banner Image<\/li>\n<li>Checked: Data sanitization ,validation, and escaping output data.<\/li>\n<li>Updated: Third-party CSS and JS libraries<\/li>\n<li>Modified: File calling method<\/li>\n<li>Added: WP Jquery libraries instead of third-party Jquery libraries<\/li>\n<li>Fixed: Removed translation for dynamic code <\/li>\n<\/ul>\n\n<h4>2.3.9<\/h4>\n\n<ul>\n<li>Checked: Compatibility for WordPress 5.8.2<\/li>\n<li>Updated: Third-party CSS and JS libraries<\/li>\n<\/ul>\n\n<h4>2.3.8<\/h4>\n\n<ul>\n<li>Added: Compatibility for WordPress 5.7<\/li>\n<\/ul>\n\n<h4>2.3.7<\/h4>\n\n<ul>\n<li>Added: Compatibility for WordPress 5.6<\/li>\n<li>Added: PHP 8 compatibility<\/li>\n<\/ul>\n\n<h4>2.3.6<\/h4>\n\n<ul>\n<li>Added : WP Forms Pro Support. <\/li>\n<li>Fixed : Zoho(au) Domain Authentication Issue<\/li>\n<\/ul>\n\n<h4>2.3.5<\/h4>\n\n<ul>\n<li>Added : Zoho CRM Domain Support(zoho.com,zoho.au,zoho.eu,zoho.in)<\/li>\n<\/ul>\n\n<h4>2.3.4<\/h4>\n\n<ul>\n<li>Added : WP Forms Support.<\/li>\n<li>Updated : Joforce CRM as default.<\/li>\n<\/ul>\n\n<h4>2.3.3<\/h4>\n\n<ul>\n<li>Added : Joforce CRM Support.<\/li>\n<li>Fixed : SOAP lib whitespace error.<\/li>\n<\/ul>\n\n<h4>2.3.2<\/h4>\n\n<ul>\n<li>GPL License compliance added.<\/li>\n<\/ul>\n\n<h4>2.3.1<\/h4>\n\n<ul>\n<li>Added : WP CSRF Protection.<\/li>\n<\/ul>\n\n<h4>2.3<\/h4>\n\n<ul>\n<li>Added : Upgrade to Pro and Hire Us Page<\/li>\n<li>Fixed : Freshsales Configuration Issue.<\/li>\n<\/ul>\n\n<h4>2.2<\/h4>\n\n<ul>\n<li>Added : Capture leads through auto user sync option<\/li>\n<li>Added : Contact form supports with leads sync<\/li>\n<\/ul>\n\n<h4>2.1.5<\/h4>\n\n<ul>\n<li>Removed: unused variables, objects, functions.<\/li>\n<li>Fixed: blank page issue with client ID input in ZOHO and Salesforce configuration<\/li>\n<li>Fixed: Suite crm configuration issue.<\/li>\n<\/ul>\n\n<h4>2.1.5<\/h4>\n\n<ul>\n<li>Added: Compatibility for WordPress 5.2.2<\/li>\n<\/ul>\n\n<h4>2.1.4<\/h4>\n\n<ul>\n<li>Added: Compatibility for WordPress 5.0.2<\/li>\n<li>Added: Compatibility for Zoho API2<\/li>\n<\/ul>\n\n<h4>2.1.3<\/h4>\n\n<ul>\n<li>Added: Compatibility for WordPress 4.9.4<\/li>\n<li>Fixed: JS conflicts.<\/li>\n<\/ul>\n\n<h4>2.1.2<\/h4>\n\n<ul>\n<li>Added: Compatibility for WordPress 4.9.1<\/li>\n<li>Improved: User Interface<\/li>\n<li>Improved: One time configuration and landing menu<\/li>\n<\/ul>\n\n<h4>2.1.1<\/h4>\n\n<ul>\n<li>Minor change: Added missing addons install option<\/li>\n<\/ul>\n\n<h4>2.1<\/h4>\n\n<ul>\n<li>Improved: New User Interface<\/li>\n<li>Added: WordPress 4.8.1 compatibility.<\/li>\n<\/ul>\n\n<h4>2.0<\/h4>\n\n<ul>\n<li>Added: Ultimate Member support<\/li>\n<li>Improved: New User Interface<\/li>\n<li>Removed: SkinnyMVC Framework<\/li>\n<\/ul>\n\n<h4>1.9<\/h4>\n\n<ul>\n<li>Added: Salesforce CRM Integration<\/li>\n<li>Modified: Field alignments in Post and Widget Form<\/li>\n<li>Fixed: Zoho CRM Authentication issue<\/li>\n<li>Fixed: Issues with URL redirection for logged out users<\/li>\n<\/ul>\n\n<h4>1.5.3<\/h4>\n\n<ul>\n<li>Added: Support for Zoho CRM Plus<\/li>\n<li>Removed: Salesforce support because of deprecated API<\/li>\n<\/ul>\n\n<h4>1.5.2<\/h4>\n\n<ul>\n<li>Added: Integration for Suite CRM.<\/li>\n<li>Added: WordPress 4.6.1 compatibility.<\/li>\n<\/ul>\n\n<h4>1.5.1<\/h4>\n\n<ul>\n<li>Fixed: CF7 creation with the CRM fields in \"Apply Form Options\". <\/li>\n<li>Added: WordPress 4.6 compatibility (Tested).<\/li>\n<\/ul>\n\n<h4>1.5<\/h4>\n\n<ul>\n<li>Added: Integration for Freshsales CRM<\/li>\n<\/ul>\n\n<h4>1.4.1<\/h4>\n\n<ul>\n<li>Added: Compatibility up to WordPress 4.5.3.<\/li>\n<li>Modified: User Interface.<\/li>\n<\/ul>\n\n<h4>1.4<\/h4>\n\n<ul>\n<li>Added: Two Factor Authentication(TFA) support for Zoho CRM.<\/li>\n<\/ul>\n\n<h4>1.3.2<\/h4>\n\n<ul>\n<li>Fixed: Form fields reorder issue.<\/li>\n<li>Fixed: URL validation issue.<\/li>\n<\/ul>\n\n<h4>1.3.1<\/h4>\n\n<ul>\n<li>Fixed: 502 Bad Gateway issue.<\/li>\n<\/ul>\n\n<h4>1.3<\/h4>\n\n<ul>\n<li>Added: Compatible up to 4.2.2<\/li>\n<li>Modified: User interface, menus and functionality groupings.<\/li>\n<li>Fixed: Zoho CRM authentication issue.<\/li>\n<li>Fixed: URL redirection issue.<\/li>\n<\/ul>\n\n<h4>1.2.1<\/h4>\n\n<ul>\n<li>Fixed: Blank admin page.<\/li>\n<\/ul>\n\n<h4>1.2<\/h4>\n\n<ul>\n<li>Added: Contact Form 7 plugin support.<\/li>\n<\/ul>\n\n<h4>1.1.1<\/h4>\n\n<ul>\n<li>Added: Bulk actions to perform enable\/disable field and update order in form builder.<\/li>\n<li>Display CRM Type,Module Type and Shortcode in form builder page.<\/li>\n<li>Added: Pro promo links.<\/li>\n<li>Modified: User interface similar to PRO<\/li>\n<li>Modified: Moved form builder to manage shortcode link from menu.<\/li>\n<li>Fixed: Unwanted warning.<\/li>\n<li>Fixed: Email option for Zoho CRM<\/li>\n<li>Removed: Form Type drop down from Form Options.<\/li>\n<\/ul>\n\n<h4>1.1<\/h4>\n\n<ul>\n<li>Migration script from wp tiger, wp sugar free, wp zoho free plugins<\/li>\n<\/ul>\n\n<h4>1.0.1<\/h4>\n\n<ul>\n<li>Added: Debug mode enable \/ disable option in settings module.<\/li>\n<li>Added: Menu order to avoid blank screen.<\/li>\n<\/ul>\n\n<h4>1.0.0<\/h4>\n\n<p>Initial combined release version of wp tiger, wp zoho free and wp sugar free 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