SimpliRoot - Lead Capture & Call Tracking for WordPress

SimpliRoot Lead Capture & Call Tracking connects your WordPress site to SimpliRoot (https://simpliroot.com) — a marketing CRM and reporting platform. This plugin is the WordPress piece of that larger system: it captures every lead your website produces — form submissions and phone calls — and forwards them, with full marketing attribution, to your project's CRM inside SimpliRoot, where your team works the leads and your campaigns are reported on. Capture happens server-side, so it keeps working even when a visitor declines cookies, blocks JavaScript or uses an ad-blocker, and without depending on Google Tag Manager. How lead capture works When someone submits a form on your site, the plugin reads the submitted fields — detecting the name, email and phone automatically, whatever the field names are — together with the exact page URL, any consent (acceptance) checkboxes, and the marketing attribution of that visit (UTM parameters, ad-platform click-ids and referrer). The lead is stored locally first and then delivered to your CRM. If SimpliRoot is briefly unreachable, the lead is queued and retried automatically, so nothing is lost — and each lead carries a stable id, so a retry never creates a duplicate. Attribution recognizes UTM parameters, referrer, and 16 ad-platform click-ids automatically: Google (gclid/gbraid/wbraid), Microsoft, Meta, TikTok, LinkedIn, X, Pinterest, Reddit, Snapchat, Yandex, Taboola and Outbrain — so you always know which campaign produced each lead. Supported form plugins The plugin captures leads from all the major WordPress form builders:

• Contact Form 7
• Elementor Forms
• WPForms
• Gravity Forms
• Fluent Forms

These five are captured server-side — after validation, with no dependency on JavaScript. Any other form is captured too: a custom theme form, Ninja Forms, Forminator, Formidable, and so on — so a site that doesn't use one of the builders above still doesn't lose its leads. Forms already handled server-side are never double-counted, and search / login / comment forms are ignored. Need a form plugin we don't list yet, or a specific integration for your setup? We can build new features on request — SimpliRoot is actively developed; just tell us what you need. Call tracking (DNI) Optionally, the plugin loads SimpliRoot's dynamic-number-insertion script, which swaps the phone numbers shown on your site so that each phone call is tied back to the campaign that drove the visit — the same way form leads are attributed. One CRM for every lead — including Meta Because the plugin connects your website to your SimpliRoot project, your leads land in the same CRM as the rest of your marketing. Once connected, that CRM can also collect leads from Meta (Facebook and Instagram) Lead Ads — so your website forms, phone calls and Meta lead-form submissions all arrive in one place, fully attributed and ready for your team to act on. Token-only setup Paste your project token and pick what to track. "Test connection" and "Send test lead" buttons confirm everything works. Requirements

• A SimpliRoot account and a project token (free to obtain at https://simpliroot.com).
• For form capture: one of the supported form plugins listed above (or any other form — it is captured as well).

1. Install and activate the plugin.
2. In your WordPress admin, open the SimpliRoot menu.
3. Paste your Project token (SimpliRoot → your project → Calls tab → Project token).
4. Choose what to track: Form leads (requires Contact Form 7) and/or Call tracking.
5. Click Save changes, then Test connection and Send test lead to confirm leads arrive in your CRM.

If you previously added the DNI tag through Google Tag Manager, remove it after enabling call tracking here to avoid loading it twice.

2.7.0

• New: the SimpliRoot panel is now the single source of truth for which functions are active. When you switch a source (forms or call tracking) off in the panel, the plugin honors it automatically on the client's site — no need to also toggle it here. The plugin checks its state with the server (cached, ~15 min) and fails safe: if the server is briefly unreachable it keeps working on the local settings, so a transient outage never breaks a live site.

2.6.0

• New: capture leads from more form plugins, not just Contact Form 7. Elementor Forms, WPForms, Gravity Forms and Fluent Forms are now captured server-side through the same reliable queue. Any other form on the site (custom theme forms, Ninja Forms, Forminator, Formidable, etc.) is captured on submit as a fallback, so a site that doesn't use Contact Form 7 no longer silently loses its leads. Forms already handled server-side are never double-counted, and search/login/comment forms are ignored.

2.5.1

• Fix: capture leads on wpcf7_submit instead of wpcf7_before_send_mail. On forms protected by reCAPTCHA/Akismet, a submission flagged as spam never fired the old hook, so genuine leads were silently dropped. Leads are now captured for every completed submission (including spam-flagged and mail-failed) and forwarded with their status, so an over-strict anti-spam filter can no longer lose a lead — it is flagged in the CRM instead of hidden.

2.5.0

• Reliability: form leads are now stored locally and retried. If SimpliRoot is temporarily unreachable or returns an error, the lead is queued and re-sent automatically (WP-Cron, with backoff) instead of being lost. Each lead carries a stable id so retries never create duplicates. Local records are pruned automatically (sent leads after 7 days). Settings page shows the queue status with a "Resend now" button.

2.4.2

• Fix: detect the name/email/phone fields by their Contact Form 7 field TYPE (email/tel tags), not by a fixed list of field names. Forms using CF7's auto-generated field names (e.g. email-443, tel-278) were submitted successfully but produced no lead, because the old detection matched none of their fields. Adds keyword and value-shape fallbacks so leads are captured from any form layout.

2.4.1

• Fix: Contact Form 7 leads are now captured on wpcf7_before_send_mail instead of wpcf7_mail_sent. On sites where CF7 email delivery fails (e.g. no SMTP configured), submissions were silently not sent to the CRM; they are now captured regardless of whether the notification email is delivered.

2.4.0

• All scripts now enqueued via wp_enqueue_script / wp_add_inline_script (no inline script tags).
• Attribution cookie data is sanitized per value before use.
• Single-line plugin description; display name updated.

2.3.0

• Prepared for the WordPress.org Plugin Directory: added readme, full external-services disclosure, license file.
• Hardening: unslash/sanitize all superglobal input before use.

2.2.0

• Capture all Contact Form 7 fields, the exact page URL, and consent checkbox states.
• 16 ad-platform click-ids plus UTM and referrer attribution.
• Settings page with Test connection and Send test lead.