WordPress SugarCRM Integration – A CRM Sugar WordPress Form Builder For Contacts and Lead Capture (NO LONGER SUPPORTED PLEASE READ UPDATE)

Description

UPDATE: This plugin is no longer supported. Please use CRM WordPress Leads Plugin

Leads Builder for CRM supports SugarCRM, Salesforce, Zoho CRM and Vtiger CRM.

Features

  • Generate forms with or without web forms.
  • Supports Contact Form 7 plugin.
  • Generate forms in Page, Post or Widgets.
  • Captures potential leads to Vtiger CRM, SugarCRM, Zoho CRM and Salesforce.
  • Redirects User to the desired page after form submission.
  • Notification on success or failure of lead capture.
  • Converts new Users as your CRM contact.

Helpful links:

Have a experience of PRO version in our live demo or request for free trial in Leads Builder For CRM page to generate your own WordPress test environment.

To upgrade for Leads Builder For CRM Pro.

Screenshots

  • The screenshot-1.png shows the SugarCRM settings configuration
  • The screenshot-2.png shows the SugarCRM lead fields to be shown in the contact form page or post.
  • The screenshot-3.png shows the SugarCRM lead fields to be shown in the widget area.
  • The screenshot-4.png shows the form show the Capture WordPress User Settings.
  • The screenshot-5.png shows the form which captures the SugarCRM leads.
  • The screenshot-6.png shows the form placed in widget area, which captures the SugarCRM leads.

Installation

WP Leads Builder For CRM can be installed in usual 3 methods

I. For simple general way to install

* Go to Plugins → Add New →Upload
* Browse and Upload the downloaded zip file
* Activate the plugin.

II. For familiar FTP users

* Extract the plugin zip
* Upload plugin zip to /wp-content/plugins/
* Go to Plugins → Installed Plugins → Active

III. Straight from WordPress Admin

* Go to plugins → Add New
* Search for WP Leads Builder Any CRM
* Click Install Now → Activate

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’.

Reviews

Read all 9 reviews

Contributors & Developers

“WordPress SugarCRM Integration – A CRM Sugar WordPress Form Builder For Contacts and Lead Capture (NO LONGER SUPPORTED PLEASE READ UPDATE)” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.2

  • Added: WordPress Compatibility 4.5
  • Migration script added to get new wp-leads-builder-for-any-crm

1.1.11

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

1.1.1

  • Minor bug fix
  • UI Improvements

1.1.0

Authentication issue fixed.

1.0.3

Security measures added on handling SugarCRM credentials

1.0.2

Unique Key field removed from settings
Hard reference issue fixed.
Test Connection issue fixed.

1.0.1

Minor bug fixed, must upgrade on activation error

1.0.0

This is Initial basic version. Written over wp-tiger