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Lead Sync - WPForms to Jetpack CRM

开发者 kroozz
更新时间 2025年7月31日 12:37
PHP版本: 5.6 及以上
WordPress版本: 6.8.3
版权: GPLv2 or later
版权网址: 版权信息

标签

wpforms contact-forms automation lead-generation jetpack-crm crm-integration

下载

1.1.1 1.0.0 1.0.1 1.0.2 1.1.0

详情介绍:

Transform Your Lead Generation with Automated CRM Integration Lead Sync for WPForms to Jetpack CRM is the essential bridge between your WordPress forms and customer relationship management. Stop manually copying form submissions into your CRM - let this powerful plugin automate the entire process while you focus on converting leads into customers. 🎯 Perfect For: Smart Form Integration:

安装:

Automatic Installation (Recommended):
  1. Log into your WordPress admin dashboard
  2. Navigate to Plugins → Add New
  3. Search for "Lead Sync WPForms Jetpack CRM"
  4. Click "Install Now" and then "Activate" Manual Installation:
  5. Download the plugin files
  6. Upload the entire sync-wpforms-jetcrm folder to /wp-content/plugins/
  7. Activate the plugin through the WordPress Plugins menu Setup Steps:
  8. Verify Requirements: Ensure WPForms and Jetpack CRM are installed and active
  9. Access Settings: Go to Lead Sync → Dashboard in your WordPress admin
  10. Configure Options: Visit Lead Sync → Settings to customize sync behavior (Pro version)
  11. Test Integration: Submit a test form to verify sync is working
  12. Monitor Results: Check the dashboard for sync statistics and status Per-Form Configuration (Optional):
  13. Edit any form in WPForms
  14. Go to Settings → Jetpack CRM tab
  15. Enable/disable sync for individual forms
  16. Save your form settings

屏幕截图:

  • **Settings Page** - Configure sync behavior and error handling options
  • **Form Integration** - Per-form sync controls in WPForms builder

升级注意事项:

1.0.4 Recommended update with enhanced field mapping, improved security, and better error handling. Fully compatible with the latest WordPress and WPForms versions.

常见问题:

Does this work with WPForms Lite?

Yes! The plugin works perfectly with both WPForms Lite and Pro versions. All core sync functionality is available regardless of your WPForms license.

What information gets synced to Jetpack CRM?

The plugin automatically maps common form fields including names, email addresses, phone numbers, addresses, and text areas. Custom fields are also supported with flexible mapping.

How do I know if forms are syncing properly?

Visit the Lead Sync dashboard in your WordPress admin to see real-time sync statistics, including successful and failed sync attempts, plus system status information.

What happens if the sync fails?

The plugin includes intelligent retry logic. If a sync fails, it will automatically retry up to 3 times with configurable delays. All sync attempts are tracked in the statistics.

Can I enable sync for only certain forms?

Yes! In the Pro version, you can configure sync settings for individual forms. The free version syncs all forms by default with global settings.

Does it sync existing form entries?

No, the plugin only syncs new form submissions made after activation. It doesn't retroactively sync historical entries.

Is there any impact on website performance?

The sync process happens in the background and is designed to be lightweight. The plugin includes proper error handling to prevent any negative impact on your site's performance.

Can I customize what CRM status new contacts receive?

Yes, in the Pro version you can set custom CRM statuses per form (Lead, Prospect, Customer, etc.). The free version uses default Jetpack CRM settings.

What if I deactivate Jetpack CRM?

The plugin safely detects missing dependencies and will stop sync attempts if Jetpack CRM is not available, preventing any errors.

Does this support multi-site WordPress installations?

Yes, the plugin works on both single-site and multi-site WordPress installations.

更新日志:

1.1.1 1.1.0 1.0.3 1.0.2 1.0.1 1.0.0