Title: Dealroot
Author: Dealroot
Published: November 3, 2026
Last modified: November 3, 2026
---
Search plugins
# Dealroot
By [Dealroot](https://profiles.wordpress.org/leadwon/)
[Download](https://downloads.wordpress.org/plugin/dealroot.0.33.1.zip)
* [Details](https://wordpress.org/plugins/dealroot/#description)
* [Reviews](https://wordpress.org/plugins/dealroot/#reviews)
* [Installation](https://wordpress.org/plugins/dealroot/#installation)
* [Development](https://wordpress.org/plugins/dealroot/#developers)
[Support](https://wordpress.org/support/plugin/dealroot/)
## Description
Most small businesses know how many visitors they get, but not which of them became
customers. Dealroot closes that gap without a CRM.
When someone sends one of your forms, Dealroot stores the enquiry with how that
person found you: the ad, the search engine, the social post or the website that
linked to you. Mark the lead as contacted, won or lost with its value, and see which
channels earn you money. You do not need to run ads: organic search, social media,
AI assistants, newsletters and referrals are tracked from the first visit.
#### What you get
* **Leads to follow up** – an overview of what waits for an answer, every lead
in a list or on a board, and a timeline from the first visit to the sale.
* **25 form plugins and page builders** – see the list below. A form scan finds
every form on your site, also those built without a form plugin.
* **The source of every enquiry** – UTM parameters and click IDs of Google, Microsoft,
Meta, TikTok, LinkedIn and more, the referrer and the landing page, for the first
and the latest visit, sorted into channels that make sense worldwide.
* **Reports with charts** – revenue next to ad costs, enquiries and customers by
channel, campaign, page, form, device and city, when enquiries arrive and how
fast you answer, for any period and as a PDF.
* **Phone, WhatsApp and email clicks** – counted per channel, so a call can still
be credited to its ad.
* **Form analytics** – how many visitors start and send each form, and at which
field the others give up. Only anonymous daily totals are stored.
* **Live view and map** – who is on your site right now, and where your visitors
and leads come from.
* **AI assistant, one switch** – every enquiry summed up, sorted and checked for
spam, drafts of your answers, a confirmation within a minute, and questions about
your leads in plain words. Optional, see External services.
* **Telegram and webhooks** – every new lead on your phone, or in Make, Zapier,
n8n or your own system.
* **WooCommerce and other shops** – paid orders become won deals with their source.
* **Offline conversions** – won leads exported in the format Google Ads, Microsoft
Advertising and Meta import.
* **Google Tag Manager** – optionally a generate_lead event in the dataLayer for
every sent form, with source, campaign and keyword, so your own tags can use
it. Works alongside GTM4WP.
* **Privacy** – first-party cookie only, optional wait for cookie consent (Google
Consent Mode v2, Cookiebot, CookieYes, Complianz, the WP Consent API or your
own banner), data retention and the WordPress personal data tools.
#### Dealroot Pro
Everything above is free and stays free. [Dealroot Pro](https://dealroot.net/pricing/)
is an add-on for businesses that advertise and work with a CRM:
* **Conversions to Google Ads, Microsoft Advertising and Meta** – leads you mark
as qualified or won are reported with the deal value to the platform that brought
the visitor, so the ads learn which clicks become customers.
* **Ad spend and return on ad spend** – costs are imported from Google Ads, Microsoft
Advertising and Meta every hour, for the cost per lead, the cost per customer
and the return on ad spend of each channel, source and campaign.
* **Profit, not only revenue** – margins per product category or the cost of goods
in WooCommerce, for the profit on ad spend.
* **CRM and email marketing** – HubSpot, Pipedrive, monday.com, Zendesk Sell, Insightly,
Nutshell, Bitrix24, Brevo and Mailchimp, connected with one click or one key,
in both directions. Any other CRM by webhook.
* **Spam filter** – sales pitches and bot submissions are put aside automatically.
* **Team and reminders** – owners, follow-up dates, reminders, and new leads in
Slack or Microsoft Teams.
* **For agencies** – all client sites on one screen, white label and a monthly
report for each client.
[Compare the plans](https://dealroot.net/pricing/)
#### Supported form plugins
* Contact Form 7, WPForms, Gravity Forms, Fluent Forms, Ninja Forms, Formidable
Forms, Forminator, JetFormBuilder, Everest Forms, WS Form, SureForms, MetForm,
HappyForms and Jetpack Forms
* Elementor Pro, Divi, Bricks, Beaver Builder, Thrive, Kadence Blocks, Spectra
and Otter Blocks
* Mailchimp for WordPress, MailPoet, Ultimate Member and the WooCommerce checkout
* Embedded HubSpot and Tally forms with the answers; Typeform and Calendly with
their source
* Any other HTML form: tick it after the form scan, or add `data-dealroot` to the
form tag
* Custom code via `do_action( 'dealroot_capture', $form_id, $form_name, $fields)`
#### Translations
English, German, French, Spanish, Italian, Dutch, Polish, Ukrainian and Russian
are included.
#### Credits
The Dealroot screens use the Geologica typeface by the Geologica Project Authors,
licensed under the SIL Open Font License 1.1, included in the plugin.
### External services
Dealroot stores leads, visits and contact clicks in your WordPress database. Nothing
is sent anywhere unless you turn on one of the features below.
#### Telegram
When you connect Telegram under Leads Settings, your site talks to the Telegram
Bot API (api.telegram.org) with the bot token you enter. Every new lead is sent
to the chat you choose, with the lead’s name, email address and phone number, the
form, how the visitor found your site and the message they wrote; “Send test message”
sends a sample the same way. Your site also sets itself as the webhook of the bot,
so Telegram passes on what you write or press in that chat: buttons, replies, forwarded
chats and voice messages. Your site downloads a voice message or a forwarded file
from api.telegram.org to read it, see “Dealroot AI assistant” below. Telegram’s
[terms of service](https://telegram.org/tos) and [privacy policy](https://telegram.org/privacy)
apply.
#### Webhook
When you enter a webhook URL under Leads Settings, every new lead and every status
change, and the test lead you send from there, are posted to that URL with the lead’s
contact details, the fields that were sent and how the visitor found your site.
The service at that address is chosen by you, for example Make, Zapier or n8n, and
its own terms and privacy policy apply.
#### Website icons
Only when you turn on “Website icons” under Leads Settings Privacy, or click “
Show website icons” below the report of sources, your server loads the icon (favicon.
ico, or the icon the home page links to) of each search engine, social network or
website in that report from the website itself, for example https://google.com/favicon.
ico, and keeps it for a month. The request comes from your server, not from the
browser of the person looking at the report, and contains no data about your site,
its visitors or its users. The terms and privacy policy of each of these websites
apply.
#### DB-IP Lite location database
Only when you turn on “Cities of visitors” under Leads Settings Tracking, your
server downloads the free IP to City Lite database from DB-IP (https://download.
db-ip.com/free/), once right away and then once a month, and keeps it in wp-content/
uploads/dealroot. The download is a plain file request that contains no data about
your site or its visitors; the city of each visitor is then looked up on your own
server. The database is licensed under [Creative Commons Attribution 4.0](https://creativecommons.org/licenses/by/4.0/)
by [DB-IP](https://db-ip.com); DB-IP’s [privacy policy](https://db-ip.com/privacy.php)
applies to the download. Turning the setting off deletes the file.
#### Dealroot AI assistant (optional)
Only when you turn on the AI assistant under Leads Settings, your site signs up
once at Dealroot Cloud (https://cloud.dealroot.net), the service of the makers of
this plugin in the European Union: the service fetches a one-time proof from your
site’s address to confirm it, then gives the site a key to sign its requests. From
then on, texts are sent there only to get an answer for a feature you use:
* each new enquiry, with the form name, your site’s language and the topics used
before, for its summary, topics and kind, and for the confirmation email if you
turn it on;
* when you click “Write with AI” or go through new enquiries, the enquiry with
the person’s name, your name, your site’s name and your own quick replies, for
a draft of your answer; “Translate” sends the text to translate;
* a question or order under “Ask about your leads” or in Telegram, with the questions
before it, your site’s name and address, the names of your channels, topics and
forms, a few totals such as the enquiries of this month, and for orders the names
of your recent leads, so the assistant knows who you mean; the numbers of an
answer are counted on your site;
* a chat, text file or email you forward in Telegram to turn it into a lead;
* a voice message you record in the plugin or send in Telegram, as audio, to write
it down;
* once a week, the summaries of enquiries about frequent topics and the figures
of “Your week in short”, for questions people ask and the advice of the week;
with Dealroot Pro, also the texts of its own AI features.
Email addresses, phone numbers and fields such as consent boxes are left out by
the plugin, and contact details that remain in a text are removed by the service
before a language model sees it. The service passes the text to the language model
of Mistral AI (Paris, France), which runs in the European Union; when Mistral AI
is not available or the monthly allowance of the site is used up, a model on Dealroot’s
own server answers instead. Voice messages are written down on Dealroot’s own server.
Dealroot Cloud does not store or log texts, audio or answers, and they are not used
for training; Mistral AI processes them as a processor under its [commercial terms](https://legal.mistral.ai/terms/commercial-terms-of-service)
and [privacy policy](https://legal.mistral.ai/terms/privacy-policy).
With Dealroot Pro you can instead enter your own API key of OpenAI, Google Gemini,
Anthropic Claude or Mistral AI. The key is sent to Dealroot Cloud, checked with
the provider once and kept there encrypted, and the texts above then go through
Dealroot Cloud to that provider under your own contract with it: [OpenAI terms](https://openai.com/policies/)
and [privacy policy](https://openai.com/policies/privacy-policy/), [Google Gemini API terms](https://ai.google.dev/gemini-api/terms)
and [Google privacy policy](https://policies.google.com/privacy), [Anthropic commercial terms](https://www.anthropic.com/legal/commercial-terms)
and [privacy policy](https://www.anthropic.com/legal/privacy).
Turning the assistant off removes the sign-up. Dealroot Cloud [terms](https://dealroot.net/terms/)
and [privacy policy](https://dealroot.net/privacy-policy/).
#### MaxMind GeoLite2 City (optional)
Only when you enter a MaxMind account ID and license key under Leads Settings
Tracking Cities of visitors, your server downloads the GeoLite2 City database from
MaxMind (https://download.maxmind.com), right away and then once a week, and keeps
it in wp-content/uploads/dealroot. The request carries your account ID and license
key so MaxMind can check them; it contains no data about your site’s visitors, whose
cities are looked up on your own server. The database is used under the [GeoLite2 End User License Agreement](https://www.maxmind.com/en/geolite2/eula)
of MaxMind; MaxMind’s [privacy policy](https://www.maxmind.com/en/privacy-policy)
applies to the download. This product includes GeoLite2 data created by MaxMind,
available from https://www.maxmind.com. Removing the key or turning off cities deletes
the file.
#### GeoNames postcode lists
When “Cities of visitors” is on, your server downloads the free postcode list of
a country from GeoNames (https://download.geonames.org/export/zip/): the one of
your site’s country, and that of another country the first time a lead from there
gives a postcode or a town. The lists are replaced every three months and kept in
wp-content/uploads/dealroot; they place leads by the postcode or town they gave.
The download is a plain file request without data about your site or its visitors.
The lists are licensed under [Creative Commons Attribution 4.0](https://creativecommons.org/licenses/by/4.0/)
by [GeoNames](https://www.geonames.org). Turning the setting off deletes them.
#### Microsoft Clarity
Dealroot does not add Clarity to your site. If the Clarity tag is already on a page,
the tracker marks visits in which a form was sent or a phone, WhatsApp or email
link was clicked with the events “dealroot_form_sent” and “dealroot_contact_click”
through Clarity’s own script, and asks Clarity to keep these recordings, so you
can open the recording from the lead. Only these event names are passed on, no form
data. Microsoft’s [Clarity terms](https://clarity.microsoft.com/terms) and [privacy statement](https://privacy.microsoft.com/privacystatement)
apply.
#### Map outlines
The outlines of the countries and the towns on the maps come from [Natural Earth](https://www.naturalearthdata.com/),
which is in the public domain, and ship with the plugin. The map loads nothing from
other servers.
## Screenshots
[⌊The overview: key figures of the period, what needs your attention and where your
leads come from.⌉⌊The overview: key figures of the period, what needs your attention
and where your leads come from.⌉[
The overview: key figures of the period, what needs your attention and where your
leads come from.
[⌊Leads on the board. Drag a lead to the next stage; marking it as won asks for
the amount.⌉⌊Leads on the board. Drag a lead to the next stage; marking it as won
asks for the amount.⌉[
Leads on the board. Drag a lead to the next stage; marking it as won asks for the
amount.
[⌊All leads with their channel, campaign, status and value.⌉⌊All leads with their
channel, campaign, status and value.⌉[
All leads with their channel, campaign, status and value.
[⌊A lead with its stage, the keyword, a quick reply and the deal value.⌉⌊A lead
with its stage, the keyword, a quick reply and the deal value.⌉[
A lead with its stage, the keyword, a quick reply and the deal value.
[⌊The form scan lists every form of your site, also those built without a form plugin.⌉⌊
The form scan lists every form of your site, also those built without a form plugin
.⌉[
The form scan lists every form of your site, also those built without a form plugin.
[⌊Settings in sections, with switches.⌉⌊Settings in sections, with switches.⌉[
Settings in sections, with switches.
## Installation
1. Install and activate the plugin.
2. Open **Leads Forms** and click **Scan site**. Untick forms that are not enquiries
and save.
3. Go to **Leads Settings** and choose how to handle cookie consent.
4. Optional: connect a Telegram bot to get notified about new leads.
5. Submit one of your forms through a link such as `https://example.com/?utm_source
=test&utm_medium=cpc` and open **Leads All leads**.
## FAQ
### Do I need to change my forms?
No. Dealroot reads the tracking cookie when a supported form plugin processes a
submission. No hidden fields are needed.
### Do I need Google Ads or another ad account?
No. The reports show which search engines, social networks, AI assistants, newsletters
and websites bring you enquiries and customers, with or without ads. Ad accounts
only matter if you want to send won deals back to them.
### Which forms are saved as leads?
Every form of a supported form plugin, unless you untick it under Leads Forms.
Other forms are saved once you tick them there after a scan. Forms embedded from
other services, such as Calendly or Typeform, run on their servers and are listed
for your information only.
### Does it work with caching plugins and CDNs?
Yes. The tracking script runs in the visitor’s browser, so cached pages are tracked
correctly.
### Is it GDPR compliant?
Dealroot stores data only in your own WordPress database and sends nothing to third
parties. Campaign tracking cookies usually require consent in the EU, so enable
one of the consent options under Leads Settings. Dealroot reads the marketing consent
of Cookiebot, CookieYes, Complianz, every banner with the WP Consent API, and Google
Consent Mode v2 set by any other banner. It also suggests text for your privacy
policy under Settings Privacy.
### Do I need Google Tag Manager?
No. Dealroot works without it. If you use Google Tag Manager, e.g. with GTM4WP,
turn on Leads Settings Tracking Tag managers: every sent form then adds a generate_lead
event to the dataLayer, with lead_source and a dealroot object holding the form,
source, medium, campaign, keyword, click ID and landing page. Dealroot also reads
the purchase events of your shop from the dataLayer, so orders become won deals
with their source.
### How do I add the lead source to my notification email?
Add `{dealroot_attribution}` to the notification email of your form. It works with
every form plugin. `{dealroot_channel}`, `{dealroot_source}` and `{dealroot_campaign}`
insert single values. Contact Form 7 also offers `[_dealroot_attribution]` in its
mail tag list.
### Does it count calls and WhatsApp messages?
Dealroot counts clicks on phone, WhatsApp, email, Telegram, Viber and map links
and attributes them to the channel the visitor came from. It cannot know whether
the call was answered, so clicks are reported separately from leads.
### How do I send won deals to Google Ads?
Your existing conversions, for example form submissions counted by the Google tag,
cannot receive uploaded sales, so you create one more conversion of the type “Import
Track conversions from clicks”. Leads Settings Sales shows each step and the name
to paste, for Google Ads and for Microsoft Advertising. Then use **Export conversions**
on the Leads screen and upload the file in Google Ads under Goals Conversions
Uploads. Dealroot Pro does all of this automatically.
### Can I capture a form from my theme or page builder?
Yes. Scan your site under Leads Forms and tick the form, or add `data-dealroot="
Quote request"` to the `