A powerful customer relationship management (CRM) system is a must-have for any business today as it ensures a more fruitful interaction with existing and potential customers. A satisfied customer is a long-term customer, which is the prime factor in ensuring sales growth. If you are a business owner, there are many options available to you to choose a CRM that suit your specific needs. But no matter how efficient a CRM is, there is one aspect where a CRM plugin for WordPress like the Gravity Forms CRM Addon can add to the functionality.
Gravity Forms, as you might know, is a popular premium WordPress form plugin that offers a high degree of customizability in content and design when creating advanced forms. Wouldn’t it be great if the perfect front end provided by Gravity Forms could be connected to a strong CRM back end? That’s exactly what the Gravity Forms CRM Addon does. With the help of this plugin, you can continue using your CRM system, but can also have access to a better functionality than you would get with the CRM’s HTML forms.
The plugin is designed to make installation, configuration and syncing quick and easy, while keeping it secure at the same time. Using field mapping, you can choose the equivalent option in your CRM for every field in the form, and then send entries from your Gravity Forms directly to your CRM. Now you have the option to design the form using the Gravity Forms visual editor and play around with the fields, instead of having to work with a static CRM form.
The plugin is also extremely versatile, with current support for a wide range of CRM software, including SugarCRM 7, vTiger 6.x, Microsoft Dynamics Online CRM 2015, SuiteCRM, Odoo 8, Salesforce, HubSpot CRM and more. Also included is translation support for Spanish.
- field mapping
- HubSpot CRM
- Microsoft Dynamics CRM
- Zoho CRM
- Gravity Forms
- translation ready
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