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365 CRM – Instant Lead Alerts for Contact Forms

开发者 365leadmanagement
更新时间 2026年10月29日 18:26
PHP版本: 7.4 及以上
WordPress版本: 7.1
版权: GPLv2 or later
版权网址: 版权信息

标签

leads contact form 7 crm wpforms lead management

下载

1.1.1

详情介绍:

365 CRM Integration for WordPress 365 CRM connects to popular WordPress contact forms to give you instant alerts of new leads, so you can get in touch with them via WhatsApp, SMS, email, or phone call within seconds. It also offers lead management, follow-up reminders, and one-touch calls, WhatsApp, SMS, iMessage, and emails from the 365 CRM mobile app. 365 CRM works with popular WordPress contact forms such as Contact Form 7, WPForms, Elementor Forms, Gravity Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Forminator, MetForm, Divi and Houzez. Per-form CRM labels If one plugin powers several forms (for example 5 Contact Form 7 forms), you can set a unique CRM label for each individual form. Every lead sent to 365 CRM carries both your global Website Name (cf_reference) and that form's label (label), so you always know exactly which form a lead came from. Leave a label empty to use the form title automatically.

安装:

It only takes a minute to connect WordPress to your 365 CRM account: Prerequisites:
  1. You should have a contact form plugin installed on your website (e.g. Contact Form 7, WPForms, Elementor Forms, Gravity Forms, Ninja Forms, etc.), with at least one contact form created already.
  2. You should have a valid 365 CRM account (sign-up takes less than a minute).
Installation steps:
  1. Install this 365 CRM plugin and activate it.
  2. Click on the 365 CRM tab in your WordPress admin panel to configure it.
  3. Enter your 365 CRM Account Token (copied from your 365 CRM account).
  4. Optionally set a Website Name – shown on your new lead alerts so you know where each lead came from.
  5. Toggle on the contact form plugin(s) you want to link, expand each one to set a unique label per form, and click SAVE.
Once done, submit a test lead on your website contact form to make sure it arrives instantly in your 365 CRM account.

升级注意事项:

1.1.0 Recommended update: per-form CRM labels, 365 CRM rebrand and security hardening. After updating, open the 365 CRM settings page and set a label for each of your forms.

常见问题:

Do I need a 365 CRM account to use this plugin?

Yes. Leads are sent to the 365 CRM service and delivered as instant alerts to your 365 CRM mobile app and registered email address. If you don't have an account yet, create one at https://www.365crm.io/.

Are the lead alerts instant or delayed?

Instant. As soon as a visitor submits a linked contact form, 365 CRM sends you a new lead alert via the mobile app and your registered email address.

What is the per-form label?

A short name you assign to each individual form (for example each of your Contact Form 7 forms). It is sent with every lead as the label field so you can tell forms apart in 365 CRM. If left empty, the form's own title is used. Your global Website Name is always sent separately as cf_reference.

Which form plugins are supported?

Contact Form 7, WPForms (and WPForms Lite), Elementor Pro Forms / PRO Elements, Gravity Forms, Ninja Forms, Forminator, Fluent Forms, Formidable Forms, Everest Forms, MetForm, Divi and Houzez.

Is my data secure?

Lead data is transmitted securely to the 365 CRM service only when a linked form is submitted, and only so your instant lead alerts can be delivered. You always keep full control over your data and can disconnect the plugin at any time.

更新日志:

1.1.1 1.1.0 1.0.1 1.0