{"id":8531,"date":"2021-12-18T11:11:10","date_gmt":"2021-12-18T10:11:10","guid":{"rendered":"https:\/\/beta.close.technology\/plugins\/formscrm\/"},"modified":"2026-04-29T13:41:26","modified_gmt":"2026-04-29T11:41:26","slug":"formscrm","status":"publish","type":"product","link":"https:\/\/beta.close.technology\/en\/plugins\/formscrm\/","title":{"rendered":"FormsCRM"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>Connect your CRM directly with your forms plugin<\/strong> and automatically send data to your CRM every time a form is submitted.<\/p>\n\n<p class=\"wp-block-paragraph\">With this plugin, you don&#8217;t need any external software to send data or leads to your CRM. You get a direct connection between your website and your CRM \u2014 a <strong>direct Web &lt;&gt; CRM connector.<\/strong><\/p>\n\n<h2 class=\"wp-block-heading\">What can you connect it with?<\/h2>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"114\" height=\"114\" src=\"https:\/\/beta.close.technology\/wp-content\/uploads\/2021\/12\/gravityforms.svg\" alt=\"Gravityforms\" class=\"wp-image-2958\"\/><\/figure>\n\n\n\n<h3 class=\"gb-headline gb-headline-2e925b6a gb-headline-text\"><strong><a href=\"https:\/\/beta.close.technology\/likes\/gravityforms\/\" data-type=\"URL\" data-id=\"https:\/\/beta.close.technology\/likes\/gravityforms\/\">GravityForms<\/a><\/strong><\/h3>\n\n\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"114\" height=\"114\" src=\"https:\/\/beta.close.technology\/wp-content\/uploads\/2021\/12\/contact-form-7.svg\" alt=\"Contact Form 7\" class=\"wp-image-2959\"\/><\/figure>\n\n\n\n<h3 class=\"gb-headline gb-headline-82cd9cdf gb-headline-text\"><strong><a href=\"https:\/\/wordpress.org\/plugins\/contact-form-7\/\" data-type=\"URL\" data-id=\"https:\/\/wordpress.org\/plugins\/contact-form-7\/\" target=\"_blank\" rel=\"noopener\">Contact Form 7<\/a><\/strong><\/h3>\n\n\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"114\" height=\"114\" src=\"https:\/\/beta.close.technology\/wp-content\/uploads\/2021\/12\/woocommerce.svg\" alt=\"WooCommerce\" class=\"wp-image-2960\"\/><\/figure>\n\n\n\n<h3 class=\"gb-headline gb-headline-96a1f2cf gb-headline-text\"><strong><a href=\"https:\/\/wordpress.org\/plugins\/woocommerce\/\" data-type=\"URL\" data-id=\"https:\/\/wordpress.org\/plugins\/woocommerce\/\" target=\"_blank\" rel=\"noopener\">WooCommerce<\/a><\/strong><\/h3>\n\n\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"114\" height=\"114\" src=\"https:\/\/beta.close.technology\/wp-content\/uploads\/2021\/12\/wpforms.svg\" alt=\"WPForms\" class=\"wp-image-2962\"\/><\/figure>\n\n\n\n<h3 class=\"gb-headline gb-headline-ed76661d gb-headline-text\"><strong>WPForms <\/strong><\/h3>\n\n\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"114\" height=\"114\" src=\"https:\/\/beta.close.technology\/wp-content\/uploads\/2021\/12\/ninja-forms.svg\" alt=\"Ninja Forms\" class=\"wp-image-2963\"\/><\/figure>\n\n\n\n<h3 class=\"gb-headline gb-headline-8797dc2d gb-headline-text\"><strong>Ninja Forms<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you need support for additional forms plugins, please post in the support forum.<\/p>\n\n<h2 class=\"wp-block-heading\">Plugin configuration<\/h2>\n\n<p class=\"wp-block-paragraph\">Plugin configuration is straightforward. Once the plugin is installed, <strong>set it up with the URL, username and password<\/strong> of the user that will create entries in the CRM.<\/p>\n\n<p class=\"wp-block-paragraph\">Next, <strong>go to each form feed<\/strong> you want to connect to the CRM. Map each form field to its corresponding field in the CRM software.<\/p>\n\n<p class=\"wp-block-paragraph\">This plugin connects to your CRM via a web API service \u2014 the best and most secure approach. It does not <em>use any external software<\/em>, so you remain fully GDPR-compliant with no third-party providers involved.<\/p>\n\n<h2 class=\"wp-block-heading\">Plugin compatibility<\/h2>\n\n<p class=\"wp-block-paragraph\">Currently, FormsCRM is <strong>compatible in its free version with:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"2071\" height=\"495\" src=\"https:\/\/beta.close.technology\/wp-content\/uploads\/2021\/12\/logo-clientify.svg\" alt=\"Clientify logo\" class=\"wp-image-2965\" style=\"width:204px;height:49px\"\/><\/figure>\n\n\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"241\" height=\"48\" src=\"https:\/\/beta.close.technology\/wp-content\/uploads\/2021\/12\/holded-1.svg\" alt=\"Holded\" class=\"wp-image-2966\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">There are also <strong>Premium extensions that add support<\/strong> for:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"862\" height=\"159\" src=\"https:\/\/beta.close.technology\/wp-content\/uploads\/2021\/12\/sugarcrm.svg\" alt=\"SugarCRM\" class=\"wp-image-2975\" style=\"width:243px;height:45px\"\/><\/figure>\n\n\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"259\" height=\"82\" src=\"https:\/\/beta.close.technology\/wp-content\/uploads\/2021\/12\/odoo.svg\" alt=\"Odoo\" class=\"wp-image-2968\" style=\"width:194px;height:62px\"\/><\/figure>\n\n\n\n<h2 class=\"gb-headline gb-headline-1c5404bf gb-headline-text\"><strong>V11, V12, V13, V14<\/strong><\/h2>\n\n\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"259\" height=\"64\" src=\"https:\/\/beta.close.technology\/wp-content\/uploads\/2021\/12\/vtiger.svg\" alt=\"Vtiger\" class=\"wp-image-2969\" style=\"width:194px;height:48px\"\/><\/figure>\n\n\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"696\" height=\"211\" src=\"https:\/\/beta.close.technology\/wp-content\/uploads\/2021\/12\/inmovilla.svg\" alt=\"Inmovilla\" class=\"wp-image-2972\" style=\"width:230px;height:70px\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">This version only supports one CRM type per website.<\/p>\n\n<h2 class=\"wp-block-heading\">How to configure it with Odoo:<\/h2>\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to connect WordPress Forms with Odoo\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/lnhC85JK7pY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Connect your CRM directly with your forms plugin and automatically send data to your CRM every time a form is submitted.<\/p>\n","protected":false},"featured_media":8530,"comment_status":"open","ping_status":"closed","template":"","meta":[],"product_brand":[],"product_cat":[123],"product_tag":[129],"class_list":["post-8531","product","type-product","status-publish","has-post-thumbnail","product_cat-wordpress-plugins","product_tag-wordpress-forms","first","instock","taxable","shipping-taxable","product-type-external"],"_links":{"self":[{"href":"https:\/\/beta.close.technology\/en\/wp-json\/wp\/v2\/product\/8531","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/beta.close.technology\/en\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/beta.close.technology\/en\/wp-json\/wp\/v2\/types\/product"}],"replies":[{"embeddable":true,"href":"https:\/\/beta.close.technology\/en\/wp-json\/wp\/v2\/comments?post=8531"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/beta.close.technology\/en\/wp-json\/wp\/v2\/media\/8530"}],"wp:attachment":[{"href":"https:\/\/beta.close.technology\/en\/wp-json\/wp\/v2\/media?parent=8531"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/beta.close.technology\/en\/wp-json\/wp\/v2\/product_brand?post=8531"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/beta.close.technology\/en\/wp-json\/wp\/v2\/product_cat?post=8531"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/beta.close.technology\/en\/wp-json\/wp\/v2\/product_tag?post=8531"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}