Description
Get instant new lead alerts on your phone and via email from WordPress contact forms, with per-form CRM labels and one-touch follow-ups via 365 CRM.
365 CRM Integration for WordPress
365 CRM connects to popular WordPress contact forms to give you instant alerts of new leads, so you can get in touch with them via WhatsApp, SMS, email, or phone call within seconds.
It also offers lead management, follow-up reminders, and one-touch calls, WhatsApp, SMS, iMessage, and emails from the 365 CRM mobile app.
365 CRM works with popular WordPress contact forms such as Contact Form 7, WPForms, Elementor Forms, Gravity Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Forminator, MetForm, Divi and Houzez.
Per-form CRM labels
If one plugin powers several forms (for example 5 Contact Form 7 forms), you can set a unique CRM label for each individual form. Every lead sent to 365 CRM carries both your global Website Name (cf_reference) and that form’s label (label), so you always know exactly which form a lead came from. Leave a label empty to use the form title automatically.
External services
This plugin relies on the 365 CRM service (https://www.365crm.io/). A free or paid 365 CRM account is required.
- When you save the plugin settings, your Account Token is verified against https://api.365crm.io/.
- When a visitor submits a linked contact form, the submitted form fields together with your Account Token, Website Name, form name and per-form label are sent to https://api.365crm.io/ so 365 CRM can deliver your new-lead alert.
365 CRM Terms of Service: https://www.365crm.io/terms-conditions
365 CRM Privacy Policy: https://www.365crm.io/privacy-policy
This plugin connects your site to the 365 CRM service (https://www.365crm.io/) and requires a free or paid 365 CRM account:
See our WordPress integration guide for details.
Installation
It only takes a minute to connect WordPress to your 365 CRM account:
Prerequisites:
- You should have a contact form plugin installed on your website (e.g. Contact Form 7, WPForms, Elementor Forms, Gravity Forms, Ninja Forms, etc.), with at least one contact form created already.
- You should have a valid 365 CRM account (sign-up takes less than a minute).
Installation steps:
- Install this 365 CRM plugin and activate it.
- Click on the 365 CRM tab in your WordPress admin panel to configure it.
- Enter your 365 CRM Account Token (copied from your 365 CRM account).
- Optionally set a Website Name – shown on your new lead alerts so you know where each lead came from.
- Toggle on the contact form plugin(s) you want to link, expand each one to set a unique label per form, and click SAVE.
Once done, submit a test lead on your website contact form to make sure it arrives instantly in your 365 CRM account.
FAQ
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Do I need a 365 CRM account to use this plugin?
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Yes. Leads are sent to the 365 CRM service and delivered as instant alerts to your 365 CRM mobile app and registered email address. If you don’t have an account yet, create one at https://www.365crm.io/.
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Are the lead alerts instant or delayed?
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Instant. As soon as a visitor submits a linked contact form, 365 CRM sends you a new lead alert via the mobile app and your registered email address.
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What is the per-form label?
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A short name you assign to each individual form (for example each of your Contact Form 7 forms). It is sent with every lead as the
labelfield so you can tell forms apart in 365 CRM. If left empty, the form’s own title is used. Your global Website Name is always sent separately ascf_reference. -
Which form plugins are supported?
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Contact Form 7, WPForms (and WPForms Lite), Elementor Pro Forms / PRO Elements, Gravity Forms, Ninja Forms, Forminator, Fluent Forms, Formidable Forms, Everest Forms, MetForm, Divi and Houzez.
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Is my data secure?
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Lead data is transmitted securely to the 365 CRM service only when a linked form is submitted, and only so your instant lead alerts can be delivered. You always keep full control over your data and can disconnect the plugin at any time.
Reviews
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Contributors & Developers
“365 CRM – Instant Lead Alerts for Contact Forms” is open source software. The following people have contributed to this plugin.
Contributors
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Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.1.1
- Enqueued admin styles and scripts via wp_enqueue_* instead of inline tags, and passed page data with wp_add_inline_script().
- Sanitized Formidable and Houzez submission data before sending to the CRM.
- Fixed contributors list and shortened the short description.
- Improved the contact forms grid for non-technical users: maximum two cards per row with clearer spacing.
- Restored the save confirmation toast on the settings screen.
1.1.0
- Added per-form CRM labels: set a unique label for every individual form, sent as
labelwith each lead. - Rebranded to 365 CRM with new settings-screen design.
- Security hardening: settings and form-list endpoints now require administrator capability, nonce verification and sanitized input.
- Fixed form-list loading in the settings screen and hardened all form providers with fallbacks.
1.0.1
- Minor bug fix.
1.0
- Added support for Formidable Forms, Everest Forms and MetForm.