Vtiger CRM Integration for WordPress

Descripción

Enhance your WordPress website with the powerful WordPress Vtiger plugin, your ultimate solution for Vtiger CRM integration and lead capture. Say goodbye to complex HTML forms and visible public IDs. With WP Vtiger, you can effortlessly create, manage, and update web forms using dynamic shortcodes. These forms can be embedded anywhere in your WordPress content, from posts and pages to custom posts, sidebars, widgets, and popups. Plus, enjoy added security with built-in Captcha protection to fend off spam.

Note: WP Vtiger has been consolidated into the WP Leads Builder for any CRM plugin, which now includes Vtiger CRM, Zoho, Salesforce, and SugarCRM integration features.

With WP Vtiger, you can:

  • Generate web forms without the need for HTML or visible public IDs.
  • Create dynamic shortcodes for use anywhere in your WordPress content.
  • Streamline form updates with a single shortcode edit.
  • Easily set up fields by pulling them from Vtiger CRM modules.
  • Customize form elements effortlessly through a user-friendly interface.
  • Assign forms to available Vtiger users for efficient lead management.

In essence, WP Vtiger empowers you to generate web forms via a user-friendly CRM WordPress plugin interface, turning your website’s visitors into high-potential leads for VTiger CRM.

Key Features

  • Generate Vtiger WordPress forms with or without web forms.
  • Seamless integration with the Contact Form 7 plugin.
  • Utilize Vtiger WordPress plugin forms in pages, posts, popups, opt-ins, and widgets.
  • Capture potential leads and sync them with Vtiger CRM, SugarCRM, Zoho CRM, and Salesforce.
  • Easily redirect users to the desired page after form submission.
  • Receive notifications on lead capture success or failure.
  • Convert new users into CRM leads with Vtiger plugins.

Elevate your lead capture game and streamline your CRM integration with WordPress Vtiger. Transform your website into a lead-generating powerhouse effortlessly.

Upgrading to Pro

Take your lead capture and CRM integration to the next level by upgrading to the Leads Builder for CRM Pro. With the Pro version, you’ll unlock a host of enhanced features and capabilities:

  • Full Vtiger CRM Support: Seamlessly integrate with Vtiger CRM, making it easier than ever to manage your leads and customer data.

  • SalesForce Integration: Extend your reach and streamline your CRM operations by integrating with SalesForce, a powerful CRM platform used by businesses worldwide.

  • Zoho CRM Integration: Leverage the benefits of Zoho CRM, a comprehensive customer relationship management system, to enhance your lead management.

  • SugarCRM Connectivity: Sync your leads and data with SugarCRM, a robust CRM solution known for its flexibility and customizability.

  • Advanced Features: Access a wide array of advanced tools and features that will supercharge your lead capture and CRM operations, including customization options, automation, and much more.

Upgrade to the Pro version today and transform your WordPress website into a lead generation and CRM powerhouse. Visit Leads Builder for CRM Pro for more information and to unlock these enhanced capabilities.

Other Useful Plugins & Addons By Smackcoders

To Import and Export WordPress Data as CSV or XML
and for premium version of the plugin, you can get it here

The Leads Builder for WordPress to capture your webforms as leads to one of the top ranking open source CRM, install the WordPress Lead Form Data Collection to CRM Plugin. Install one of the CRM of your choice with the additional add-ons listed below and keep both parent plugin and CRM addon activated.
* Zoho CRM & Zoho CRM Plus
* Salesforce
* Freshsales

To know more about the premium bundled version, visit WordPress Lead Form Data Collection to CRM with unlimited features

Helpful links:
To upgrade for Leads Builder For CRM Pro

Capturas

  • The screenshot-1.png shows the VtigerCRM settings configuration

Instalación

  1. First, install CRM WordPress Leads
  2. Then Extract the wp-tiger.zip in wordpress/wp-content/plugins using FTP or through plugin install in wp-admin.
  3. Activate the plugin in the WordPress plugin list.

FAQ

1) How to create form with Contact Form 7?

  • Enable the Contact Form 7 in CRM configuration under Form Type.
  • In CRM Forms menu select the required fields and Save.
  • The shortcode with selected fields will be created in Contact Form 7.
  • Place the shortcode in Post, Page or Widget.

2) Why I’m not able to submit the form created with Contact form?

  • After generating the shortcode for Contact form.
  • Go to Contact >> Contact Forms >> Edit view of the shortcode.
  • In Mail menu, configure all the settings and save.
  • If the mail is not configured the form will trigger an error message stating ‘Submission failed’.

Reseñas

low

23 de noviembre de 2023
my credential is correct but no connect
Leer todas las 12 reseñas

Colaboradores y desarrolladores

«Vtiger CRM Integration for WordPress» es un software de código abierto. Las siguientes personas han colaborado con este plugin.

Colaboradores

Registro de cambios

4.1

  • Checked: Compatibility for WordPress 6.3.2
  • Checked: Latest VtigerCRM compatibility
  • Improved: User Interface

4.0.1

  • Checked: Compatibility for WordPress 6.0.2

4.0

  • Added: Edit Option for Thirdparty forms

3.4.5

  • Added: Compatibility for WordPress 5.7

3.4.4

  • Modified: Activated addon slug.

3.4.3

  • Added: WP CSRF Protection

3.4.2

  • Added: Leads Builder Pro Banner
  • Added: Sync WordPress users as Leads into the Vtiger CRM

3.4.1

  • WordPress 5.3.2 compatibility tested.

3.4

  • WordPress 4.8.1 compatibility tested.
  • Smooth auto migration script Removed
  • Added a addon support

3.3

  • Easy to switch auto migration script added to get new wp-leads-builder-for-any-crm
  • Added: Upto WordPress 4.8 compatibility was tested.

3.2

  • Added: WordPress 4.5 compatibility was checked.
  • Migration script added to get new wp-leads-builder-for-any-crm

3.1.11

  • Features moved to new combined plugin Leads Builder For Any CRM
  • Added: Debug mode enable/disable options.
  • Modified: Menu order changes.

3.1.1

  • Report Bugs fixed
  • Improved UI to add usability
  • Compatible with wp 3.9.1

3.1.0

  • Security measures added on handling VtigerCRM credentials
  • vtiger6 support added

3.0.4

  • Hard reference issue fixed.

3.0.3

  • 3.6.1 compatibility updates.
  • Important Bug fixes to avoid function redeclare conflict issue with other plugin.

3.0.2

  • 3.6.1 compatibility updates.
  • UI issues solved.

3.0.1

  • Installation method changed
  • 25% coupon added for WordPress Community Members

3.0.0

  • User Interface changes and improvements
  • code optimizations
  • Compatibility test for 3.5.2

2.5.0

  • Fixed the Java script Errors.
  • Updated to WordPress-3.5.1 compatibility.
  • Plugin icon added.

2.1.0

  • Added more details in read me.
  • Added donate button.
  • Css issue fixed.

2.0.0

  • Capture WP members to VtigerCRM contacts
  • Major usability changes and updates to ease the over all process

1.1.0

  • Important security issue fixed.
  • Widget Design issue fixed.
  • Updated post method type.
  • No need to configure success / failure urls in VtigerCRM.
  • Added success / failure messages in WP itself.

1.0.0

This is the basic version. Tested and found works well without any issues.