Forms: 3rd-Party Integration
Send contact form submissions from other plugins to multiple external services e.g. CRM. Configurable, custom field mapping, pre/post processing.
Overview
Compatibility
Installation instructions
Customer support & learning resources
Changelog
Main benefits
Integrates with multiple services
Custom field mapping
Hooks and filters available
Send separate or additional emails
Examples for common CRMs
About this plugin
Author: zaus
Categories: Integration and APIs
Version: 1.8
Last updated: 09-09-2019
WordPress version: 3.0
Tested up to: 5.2.21
PHP version required: false
Languages:
Tags:
Learning resources: View resources
Overview
The plugin facilitates seamless integration of popular WordPress forms such as Contact Form 7, Gravity Forms, or Ninja Forms with various third-party services like CRMs, enabling efficient data transfers through configurable remote requests (POST). Users can map custom fields, use provided hooks and filters for pre- and post-processing, and send or attach specific results as separate emails. The plugin includes example hooks for common CRM services like Listrak, Mailchimp, and Salesforce, and can be extended through additional plugins to support functionalities like XML/SOAP posts, setting headers, and dynamic fields. Sponsored by Stephen P. Kane Consulting and originally inspired by Alex Hager's work, the plugin also offers a comprehensive FAQ section and GitHub issue tracker for support.
Integration with 3rd-party Services
- Send form submissions to various 3rd-party services like CRMs.
- Supports multiple configurable services and custom field mapping.
- Includes examples for common CRMs such as Listrak, Mailchimp, and Salesforce.
Advanced Hooks and Filters
- Provides hooks and filters for pre/post processing of results.
- Allows for further processing on service responses and altering processing results.
- Enables programmatic alteration of request parameters and remote post arguments.
Email Customization
- Send separate emails or attach additional results to existing emails.
- Modify email content based on service responses.
- Stop email from being sent if service failure occurs.
Extensible Functionality
- Add-on plugins extend functionality, such as sending XML/SOAP posts and setting headers.
- Allows adding sections to service admin settings and appending metaboxes to the plugin admin settings page.
- Includes hooks for bypassing or altering debug logging and submission URLs.
Rating and reviews
swissspaceboy
11 Sep, 2021
Excellent free plugin to send your emails contacts to SugarCRM or SuiteCRM like I do. Works perfectly for years.
Keep this supported, please.
skop81
19 Jul, 2021
Fantastic plugin, very useful and most important thing: still works in WordPress. Now I’m using WordPress 5.7.2 and this plugin still works very well!
I’ve just one suggestion: keep updated this plugin, please!!! 😉
kramer842
14 Mar, 2020
Works as good as any paid plugin–without requiring you to add your account credentials. Providing a plugin developer with admin accounts logins for a company’s CRM platform is a disaster waiting to happen. Not saying those premium plugin companies would do anything malicious but hard to warrant the risk when using POST or GET and OIDs with hooks to transfer the data and tying to a campaign keeps the account safe.
Word of advice… if you’re getting redirect errors make sure you don’t use hyphens or underscores in the source field ID and select “Enable data forwarding to the success location” in the Pardot form handler.
Webprom Design
08 Jan, 2020
Excellent plugin, should make UI a bit better
mc_deimon
05 Nov, 2019
It is a great plugin! I use it to join Ninja Forms with Mailrelay and it works perfectly.
