WordPress SugarCRM

Description

SugarCRM WordPress Form Builder For Contacts and Lead Capture or WP Sugar CRM plugin is now fully automated to fetch and generate a web form from sugar crm fields. SugarCRM WordPress integration plugin is now part of WP Leads Builder For Any CRM, a combined plugins for all CRM plugins with more features. It is never easy before to make, edit, alter, control & manage web forms for sugar crm. Just few simple steps and clicks, one time set up, set it and forget features reduces ton of time and pain of creating manual html sugar forms. No need to worry about missing a single lead capture in future. WP-Sugar-Free plugin is a simple, advanced, easy to one time setup CRM Sugar WordPress Form Builder For Contacts and Lead Capture for your WordPress site and blog.

  • No HTML
  • No Manual Work
  • Simple Setup
  • User friendly UI
  • More Options
  • Short Code Featured
  • Dynamically Generated
  • Add, Edit fields at any time
  • Easy Manageable

It helps to generate a web forms in very simple steps and few clicks via user friendly plugin interface as shortcode.

  1. Install and configure your CRM Sugar details
  2. Go and click Fetch CRM fields button
  3. Enable the required fields for the capture form
  4. Save and use the short code to publish a capture form

Short code can be used in page, post or widget as a contact/capture form to convert your traffic/visitors as high potential leads to SugarCRM. No need to create, configure, copy and paste form html from SugarCRM to your website. This involves lot of manual work and time. Rather WP Sugar CRM is a advanced CRM Sugar WordPress Form Builder makes this easy in matter of time as short code directly in plugin interface without switching to SugarCRM.

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.

Screenshots

  • The screenshot-1.jpg shows the SugarCRM settings configuration

Installation

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

  1. First, install CRM WordPress Leads
  2. Then Extract the wp-sugar-free.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’.
Installation Instructions

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

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

Reviews

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Contributors & Developers

“WordPress SugarCRM” is open source software. The following people have contributed to this plugin.

Contributors

Translate “WordPress SugarCRM” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

1.4

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

1.3

  • WordPress 4.8 compatibility tested.
  • Smooth auto migration script added to get new wp-leads-builder-for-any-crm installed

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