Centrex Smart Web Form Builder
| 开发者 | centrexsoftware |
|---|---|
| 更新时间 | 2026年3月24日 02:10 |
| PHP版本: | 7.4 及以上 |
| WordPress版本: | 6.9.4 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
Centrex Smart Web Form Builder connects your WordPress website to the Centrex CRM through custom-built forms. Use the intuitive drag-and-drop form builder to create professional forms that submit data directly to your Centrex CRM account.
Features
- Drag-and-Drop Form Builder — Build forms visually in the WordPress admin with an easy-to-use interface
- CRM Integration — Form submissions are sent directly to your Centrex CRM account
- Multiple Field Types — Text, email, phone, date, number, textarea, dropdowns, checkboxes, radio buttons, headers, and paragraphs
- Field Sets — Quickly add common field combinations like name, email, phone, and full address
- Custom CRM Field Mapping — Map form fields to your Centrex CRM custom fields
- URL Pre-Population — Dynamically populate form fields from URL parameters
- Contact Updates — Update existing CRM contacts by passing a contact ID via URL parameter
- Server-Side Rendering — Forms render on the server for fast page loads and SEO
- Shortcode Support — Embed forms anywhere with
[centrex_smart_app id="123"] - Gutenberg Block — Native block editor support with form picker, live preview placeholder, and direct edit link
- WPBakery Integration — Native WPBakery Page Builder element
- Configurable Logging — Debug form submissions with built-in error, info, and debug logging
- Email Fallback — Form data sent via email if API submission fails
- File Uploads — Allow users to upload documents with FilePond (drag-and-drop, file validation, image previews)
- Multi-Page Forms — Split long forms across multiple pages with page break fields
- Conditional Fields — Show/hide fields based on other field values
- Plaid Bank Linking — Integrate Plaid for financial account verification
- Clixsign Document Signing — Send documents for digital signature after form submission
- Priority Support — Direct access to the Centrex support team
安装:
- Go to
Pluginsin the Admin menu - Click on the button
Add new - Search for
Centrex Smart Web Form Builderand click 'Install Now' or click on theuploadlink to uploadcentrex-smart-web-form-builder.zip - Click on
Activate plugin - Go to the Centrex menu in your admin sidebar
- Enter your Centrex API credentials on the Settings page
- Navigate to Form Builder to create your first form
常见问题:
Do I need a Centrex CRM account?
Yes, you need a Centrex CRM account to submit form data to the CRM. You can still use the form builder without credentials — submissions will be sent via email to the address configured in plugin settings.
How do I embed a form on my site?
Use the shortcode [centrex_smart_app id="123"] where 123 is your form's ID. You can find the ID on the Form Builder list page.
Can I use this alongside the premium plugin?
We recommend using only one version at a time. If both are active, you'll see a notice asking you to deactivate one to avoid conflicts.
更新日志:
1.5.0: March 18, 2026
Complete rebuild of the plugin from the ground up. This is a major release that replaces the original v1.0 architecture with the same codebase that powers the Centrex Smart App Builder Premium plugin.
New: Custom Drag-and-Drop Form Builder
- Replaced the jQuery formRender library with a fully custom form builder
- Modular architecture: separate palette, canvas, editor, and state management modules
- Undo/redo support with full history stack
- Field reordering via drag-and-drop on the canvas
- Collapsible field palette with Standard Fields and Field Sets sections New: Server-Side Form Rendering
- Forms now render on the server (PHP) instead of client-side JavaScript
- Faster page loads — no JavaScript rendering delay
- Better SEO — form HTML is in the page source
- Supports all field types: text, textarea, select, checkbox-group, radio-group, header, paragraph, hidden New: CRM Field Mapping
- Map any form field to a custom field in your Centrex CRM
- Searchable dropdown powered by Select2
- Fields fetched from your CRM API with 1-hour cache
- Clear and rebuild cache from the Settings page New: Field Sets and Presets
- One-click addition of common fields: First Name, Last Name, Email, Phone, State
- Full Address field set adds 5 address fields at once (Address 1, Address 2, City, State, Zip)
- US States dropdown pre-populated with all 50 states New: URL Pre-Population
- Text inputs and hidden fields can auto-fill from URL parameters
- Enable per-field with the "Populate from URL" checkbox
- Matches the field name to the URL parameter name New: Contact Update Support
- Update existing CRM contacts by passing a contact ID via URL parameter
- Configurable parameter name (default:
contactId) - Enable per-form in Form Settings New: Form Settings Flyout
- Replaced inline settings with a clean flyout panel
- Organized into Basic Settings and Centrex Options tabs
- Form title, submit button text, thank-you URL, datasource URL, file type New: Gutenberg Block Editor Support
- Native "Centrex Smart App Form" block — search "Centrex" in the block inserter
- Form picker dropdown with branded placeholder preview showing Centrex logo, form name, and shortcode
- Direct "Edit Form" link in the placeholder opens the form builder in a new tab
- Sidebar inspector panel to change the selected form
- Server-side rendering on the frontend — identical output to the shortcode New: WPBakery Page Builder Integration
- Native WPBakery element under a "Centrex" category
- Dropdown of all existing forms — no shortcode memorization needed New: Configurable Logging
- Three log levels: Error, Info, Debug — each toggled independently
- View and delete logs from the Settings page New: Admin Improvements
- Forms list page with clone, delete, and copy shortcode actions
- Clean data removal on plugin uninstall Changed
- Minimum PHP version: 7.4
- Tested up to WordPress 6.9.4
- Initial release with jQuery formRender-based form builder and basic CRM integration