Contact Form 7 Dynamics CRM

Description

Contact Form 7 Dynamics CRM Plugin sends form submissions from Contact Form 7, Contact Forms Entries Plugin and many other popular contact form plugins to Dynamics CRM. Learn more at crmperks.com

How to Setup

  • Go to “Dynamics CRM Accounts” tab and add new account.
  • Go to “Dynamics CRM Feeds” tab , create new feed.
  • Map required Dynamics CRM fields to contact form 7 fields.
  • Send your test entry to Dynamics CRM.
  • Go to “Dynamics CRM Logs” tab and verify, if entry was sent to Dynamics CRM.

Dynamics CRM On-premises

Contact Form 7 Dynamics CRM add-on only supports Microsoft Dynamics CRM Online.

Connect Microsoft Dynamics CRM account

Connect any contact form 7 to Dynamics CRM/Dynamics 365 account by safe and secure Oauth 2.0. Additionally, you can connect multiple Dynamics 365 crm accounts

Map Microsoft Dynamics CRM fields

In a feed, select Dynamics CRM Object then Map any contact form 7 fields to Dynamics CRM/Dynamics 365 object(Contacts, Account, Lead, Order, Case) fields.

Filter contact form 7 submissions

Send all or filter contact form 7 submissions sent to Dynamics CRM/Dynamics 365 based on user input. For example , only send that entry to Dynamics CRM which contains work email address.

Manually send entries to Dynamics CRM

Send contact form 7 submissions to Dynamics CRM/Dynamics 365 when someone submit a form. You can manually send contact form submissions to Dynamics CRM.

Dynamics CRM logs

View a detailed log of each contact form 7 submission whether sent or not sent to Dynamics CRM/Dynamics 365 and easily resend contact form 7 submission to Dynamics CRM.

Send Data As Dynamics CRM object Notes

Send one to many contact form 7 fields as Dynamics CRM/Dynamics 365 object(Contacts, Account, Lead, Order, Case) notes.

Create Or Update Contact in Dynamics CRM

If an entry(Contacts, Account, Lead, Order, Case) already exists in Dynamics CRM/Dynamics 365 , update it otherwise create a new entry in Dynamics CRM.

Why we built this plugin

Contact Form 7 and some other popular contact forms are good but you can not send contact form submissions to any crm including Dynamics CRM. You can send to any contact form(contact form 7) submissions to dynamics with this free plugin.

Premium Version Features.

This plugin has a Premium version which comes with several additional benifits Contact Form Dynamics CRM.

  • Custom fields particularly Phone Number fields of Dynamics CRM.
  • Dynamics CRM Custom entities.
  • Assign object(Account,Contact etc) created by one feed to other feed object(Lead, Case) in Dynamics CRM.
  • Add a lead to Campaign in Dynamics CRM.
  • Assign Owner to contact, account, lead, case or order.
  • Google Analytics Parameters and Geolocation of a visitor who submitted the form.
  • Lookup lead’s email using email lookup apis.
  • Verify lead’s phone number and get detailed information about phone number using phone lookup apis.
  • 20+ premium addons

Want to send data to other crms

We have Premium Extensions for 20+ CRMs.View All CRM Extensions

Need Woocommerce Dynamics CRM Plugin ?

We have Dynamics crm add-on for Woocommerce. Woocommerce Dynamics CRM

Screenshots

  • Connect Dynamics CRM Account.
  • Map Dynamics CRM fields.
  • Dynamics CRM logs.
  • Send Contact form 7 entry to Dynamics CRM with free Contact Form Entries Plugin.
  • Get Customer's email infomation from Full Contact(Premium feature).
  • Get Customer's geolocation, browser and OS (Premium feature).

FAQ

Where can I get support?

Our team provides free support at https://www.crmperks.com/contact-us/.

Contact Form 7 Dynamics CRM Integration

Contact Form 7 Dynamics CRM Integration or Contact Form 7 Dynamics 365 Integration supports following tasks.

  • Integrate Contact Form 7 to Dynamics CRM Contacts.
  • Integrate Contact Form 7 to Dynamics CRM Accounts.
  • Integrate Contact Form 7 to Dynamics CRM Leads.
  • Integrate Contact Form 7 to Dynamics CRM Orders.
  • Integrate Contact Form 7 to Dynamics CRM Cases.

WordPress Dynamics CRM Integration

Easily integrate wordpress to Dynamics CRM or Dynamics 365 with Contact form 7 Dyanmics crm/Dynamics 365 Plugin.

  • Create a Contact in Dynamics crm on new contact form 7 submission.
  • Create a Lead in Dynamics crm on new contact form 7 submission.
  • Create or update a case in Dynamics crm on new contact form 7 submission.
  • Create or update a account in Dynamics crm on new contact form 7 submission.
  • Create or update an Order in Dynamics crm on new contact form 7 submission.

Reviews

December 2, 2020
Plugin works like a charm and the team is super customer centric, asking if everything goes as expected and offering support out of their own. Very nice experience!!
October 7, 2020
This plugin was easy to setup the connection between WordPress and Dynamics CRM. I had one issue I had faced and requested support from the developer. They responded within an hour with a detailed solution.
February 27, 2020
I wasn't able to fullfill some processes at the begining because i lacked experience on the crm and they went along with me until i was able to make the plugin work the way it should
December 18, 2019
I bought the plugin a few months ago, it does a great job at connecting the forms on the website with Dynamics. I needed to upgrade to the pro version and got it done in no time. Their support answered in a matter of minutes.
November 21, 2019
We had a small problem on setting up the plugin properly while using checkboxes values (not passing to dynamics). They helped us and solved problem! Nice work!
Read all 10 reviews

Contributors & Developers

“Contact Form 7 Dynamics CRM” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.5

  • fixed contact form 7 dropdown field.

1.0.5

  • fixed marketing materials field.
  • fixed “disable auto export” feature.

1.0.4

  • fixed fields issue.

1.0.3

  • fixed assign related object issue.

1.0.2

  • fixed dynamics crm decimal field.

1.0.1

  • now supports contact form 7 without entries plugin.

1.0.0

  • Initial release.