WordPress VtigerCRM

Description

We have planned to release with updated plugin code soon. CRM Leads Generater now supports Vtiger CRM, Salesforce, Zoho CRM and SugarCRM. To upgrade for Leads Builder For CRM Pro

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.

NOTE: WordPress VtigerCRM (WP Tiger) is CRM WordPress Leads Plugin. Installing thsi plugin should be updated with our latest https://wordpress.org/plugins/wp-leads-builder-any-crm/

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 VtigerCRM settings configuration
  • The screenshot-2.png shows the VtigerCRM lead fields to be shown in the contact form page or post.
  • The screenshot-3.png shows the VtigerCRM lead fields to be shown in the widget area.
  • The screenshot-4.png shows the form which captures the VtigerCRM leads.
  • The screenshot-5.png shows the form placed in widget area, which captures the VtigerCRM 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’.
Installation Instructions

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

Contributors & Developers

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

Contributors

Changelog

3.2

  • Added: WordPress 4.5 compatibility was checked.
  • Migration script added to get new wp-leads-builder-for-any-crm

3.1.11

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

3.1.1

  • Report Bugs fixed
  • Improved UI to add usability
  • Compatible with wp 3.9.1

3.1.0

  • Security measures added on handling VtigerCRM credentials
  • vtiger6 support added

3.0.4

  • Hard reference issue fixed.

3.0.3

  • 3.6.1 compatibility updates.
  • Important Bug fixes to avoid function redeclare conflict issue with other plugin.

3.0.2

  • 3.6.1 compatibility updates.
  • UI issues solved.

3.0.1

  • Installation method changed
  • 25% coupon added for WordPress Community Members

3.0.0

  • User Interface changes and improvements
  • code optimizations
  • Compatibility test for 3.5.2

2.5.0

  • Fixed the Java script Errors.
  • Updated to WordPress-3.5.1 compatibility.
  • Plugin icon added.

2.1.0

  • Added more details in read me.
  • Added donate button.
  • Css issue fixed.

2.0.0

  • Capture WP members to VtigerCRM contacts
  • Major usability changes and updates to ease the over all process

1.1.0

  • Important security issue fixed.
  • Widget Design issue fixed.
  • Updated post method type.
  • No need to configure success / failure urls in VtigerCRM.
  • Added success / failure messages in WP itself.

1.0.0

This is the basic version. Tested and found works well without any issues.