DoubleScale | Self-Hosted CRM – Sales, Marketing, Booking, Helpdesk, Automation, MCP & More vs FormsCRM – Connect Forms to CRM directly

DoubleScale is a self-hosted CRM for WordPress covering sales, marketing, booking, helpdesk, and task & project management — in one plugin, on your own database. A built-in MCP server lets AI clients (Claude, Cursor, and compatible tools) operate DoubleScale with API keys, using the same module and permission gates as the rest of the product. You get one contact record, one activity timeline, and one automation engine instead of stitching together a CRM, email tool, calendar, helpdesk, and task app. Enable or disable optional modules under Settings → Modules so the admin stays lean. Live demo: try.doublescale.io · Website: doublescale.io · Documentation: doublescale.io/docs Modular architecture — enable or disable any module DoubleScale is built as a modular plugin. Optional features (Sales, Campaigns, Booking, Tasks, Projects, SMTP, Helpdesk, Forms, Automations, and more) can be turned on or off under Settings → Modules. Disable what you do not need to keep the admin UI lean; enable modules later without reinstalling. Core CRM capabilities stay available. Disabling a module suspends its menus, REST routes, scheduled tasks, and role capabilities — assignments are preserved when you turn the module back on. What’s inside one plugin DoubleScale is a single install with first-class modules, each designed to feel like a dedicated product — and each toggleable when you do not need it: 1. CRM — contacts, lists, segmentation, activity timeline A complete contact database. Unlimited records, unlimited custom fields. Tag-based and rule-based segmentation, bulk operations, and CSV / WordPress user / WooCommerce imports. Every contact has a full activity timeline that stitches together emails, SMS and WhatsApp messages, deal stage changes, bookings, support threads, page visits, form submissions, link clicks, and automation runs — one chronological view per contact, no tab-switching. 2. Sales — pipelines, documents, and recurring revenue Run your full revenue workflow from one Sales workspace in wp-admin — from first lead to signed contract, paid invoice, and recurring subscription. Pipelines — drag-and-drop kanban deal boards with multiple stages, weighted forecasting, win/loss reasons, and per-deal custom fields. Stage changes fire automations (move to “Closed Won” → send an invoice, assign a task, tag in CRM). Proposals — branded quotes with line items, customer acceptance, and one-click convert to invoice. Invoices — send, track, and collect payment online (Stripe and manual payments). Contracts — templated agreements with signatures and lifecycle automations. Credit notes — issue refunds and adjustments tied to invoices. Taxes — configure tax rates and apply them to proposal, contract, and invoice line items. Subscriptions — recurring billing and subscription management (Pro). Client portal — embeddable logged-in customer hub ([doublescale_client_portal]) where buyers view proposals and invoices, see outstanding balance, follow document lifecycle on a unified timeline, open contracts and credit notes (Pro), and manage subscriptions (Pro). Customers jump to secure public pages to accept proposals, pay invoices, or sign contracts; the portal aggregates sales documents alongside support tickets and bookings in one dashboard. Every deal, document, and payment links to the same contact record, activity timeline, and automation engine. 3. Campaigns — email, SMS, and WhatsApp broadcasts and sequences A drag-and-drop email builder with responsive blocks, reusable templates, A/B testing, and merge tags for any custom field. Broadcast to lists, tags, or rule-based segments. * Email sequences (drip campaigns) — multi-step nurture flows with time delays, conditional branches based on opens/clicks/replies, and goal-based exit conditions. * SMS campaigns — broadcast and triggered SMS via Twilio. Shares the same composer, audience, and merge-tag system as email. * WhatsApp campaigns — send Meta-approved WhatsApp templates and trigger conversations from the same builder. Inbound replies route to the unified inbox. * Per-link tracking with automation triggers, bounce handling with soft/hard classification, and full delivery logs. 4. Booking — self-service appointment scheduling A full scheduling system inside WordPress — no Calendly needed. Create single events for one-on-one meetings (consultations, demos, coaching sessions) or team events where multiple staff members share availability and bookings are assigned via round-robin or manual selection. Configure slot durations, buffer times between appointments, and per-day availability windows. Guests pick a time from an embeddable booking page, fill out a customizable intake form, and receive automated email/SMS confirmations and reminders. Supports Stripe payment collection for paid bookings, waiting lists when slots fill up, rescheduling and cancellation flows, and automatic time-zone detection. Every booking lands on the contact record and can trigger automations (e.g., tag the contact, create a deal, send a follow-up sequence). 5. Tasks — team task management Create, assign, schedule, and track tasks. Link them to contacts and deals. Due dates, reminders, status workflows. Stop running a separate ClickUp or Asana when 80% of your tasks are about customers anyway. 6. Projects — project boards linked to CRM and sales (Pro) Manage delivery work next to your contacts and invoices. Kanban boards with customizable statuses, progress tracking, project discussions/comments, custom fields, tags, due dates, and ownership. Link projects to contacts and sales documents so the activity timeline stays unified. Scoped Project Manager and Project Member roles keep delivery teams focused without granting full CRM admin access. 7. SMTP — multi-provider email routing A complete wp_mail() replacement built into the CRM — no separate SMTP plugin required. Connect one or more of 20+ providers: SendGrid, Amazon SES, Mailgun, Postmark, SparkPost, SMTP.com, SMTP2GO, Gmail (OAuth), Outlook (OAuth), Zoho (OAuth), MailerSend, Mailjet, Mandrill, Brevo (Sendinblue), Elastic Email, SendLayer, SocketLabs, Loops, and generic SMTP relay. Set up multiple connections with routing rules so transactional mail goes through one provider while marketing campaigns use another. OAuth authentication for Gmail, Outlook, and Zoho — no app passwords needed. Includes full email delivery logs, bounce handling with soft/hard classification, provider health checks, email test sending, and automatic failover when a provider is down. 8. Support — ticket-based helpdesk with mailbox channels and customer portal A complete helpdesk built into your CRM. Customers open tickets via a self-service portal or by emailing a connected mailbox; agents reply, assign, tag, and resolve — all without leaving WordPress. Features include: multiple mailbox channels (web and IMAP), configurable email notifications with threading and subject tagging, file attachments with signed secure downloads, ticket priority and status workflows, CC management, bulk actions (assign, close, merge, tag), per-ticket activity logging, custom fields, saved replies, and a built-in reports dashboard. IMAP polling brings inbound emails straight into the agent inbox. Every ticket links to the contact record and can trigger automations — auto-tag, route to an agent, create a deal, or start a follow-up sequence. 9. Analytics — dashboards & reports A built-in reporting layer covering revenue, pipeline forecasts, campaign performance (opens, clicks, conversions per send), contact growth, automation execution, and email deliverability. Visual charts, KPI cards, custom date ranges, CSV exports. The numbers your founder, marketer, and ops lead all need — without exporting to a BI tool. 10. MCP — AI clients that can operate your CRM DoubleScale ships a built-in Model Context Protocol (MCP) server. Enable it under MCP settings, issue API keys for eligible users, and connect Claude, Cursor, or other MCP-compatible clients. Tools cover contacts, documents, marketing, booking, forms, and more — gated by modules and roles, with validation on writes. Setup includes Application Password auth, Windows connection notes, and emailable instructions so teammates can connect without guessing. 11. User roles — scoped access for sales, support, booking, and project teams DoubleScale ships dedicated roles (plus site administrators). Assign them under Settings → Team. Users can hold multiple roles — capabilities merge across roles. Sales (Pro) CRM Manager — Full CRM admin: all contacts, deals, pipelines, settings, team, reports, import/export, and all proposals/invoices. Full Support inbox access without a separate support role. Sales Manager — All deals and contacts; import/export; all proposals and invoices. Support access requires an additional support role. Sales Rep — Own deals and contacts only; own proposals and invoices; create deals and log activities. Projects (Pro) Project Manager — Create and manage all projects, statuses, and assignments across the team. Project Member — Work on projects assigned to them; update progress and join discussions. Support Support Manager — View and manage every support ticket; assign agents; reply on any thread. Support Agent — View the Support module; reply on tickets assigned to them. Booking Booking Manager — Read and manage all calendars, bookings, and availability schedules across the team. Booking Agent — Manage only own calendars, bookings, and availability. Administrators WordPress Administrator — Every DoubleScale capability automatically. Notes CRM Manager, Sales Manager, Sales Rep, Project Manager, and Project Member require DoubleScale Pro. Support, Booking, and Projects roles are available when those modules are enabled. Disabling a module suspends its role capabilities; assignments are preserved when you turn the module back on. Plus: a visual automation engine that connects every module Underneath every module is one workflow builder. 100+ triggers across contacts, deals, forms, booking, support, messaging, e-commerce, LMS, and membership plugins — flow into multi-step automations with conditional branches, time delays, goal conditions, and webhook calls. Actions include: send email, send SMS, send WhatsApp, start or pause an email sequence, tag, score, move a deal to a new stage, create a deal, assign a task, post to Slack, hit a webhook. Automation integrations: E-commerce — WooCommerce (orders, subscriptions, memberships, cart abandonment, reviews, wishlists), Easy Digital Downloads, SureCart Forms — Contact Form 7, WPForms, Fluent Forms, Quill Forms (free); Elementor Forms, Gravity Forms, Ninja Forms, Formidable, Forminator, MetForm, WS Form, Bit Form, SureForms, eForm, JetFormBuilder (Pro) LMS — LearnDash, Tutor LMS, LifterLMS, LearnPress Membership — MemberPress, Paid Memberships Pro Media — Presto Player Messaging — Email received, SMS received, WhatsApp received CRM — Contact subscribed/unsubscribed, tags applied/removed, lists applied/removed, deal stage/status/owner/value changed, link trigger clicked, user login/register/role update, webhook received Booking — Booking created, confirmed, completed, rescheduled, cancelled Support — Ticket created, closed, reply added, note added, status changed, priority changed, agent assigned Key capabilities MCP for AI clients — Built-in MCP server so Claude, Cursor, and compatible tools can list, create, and update CRM data via API keys, with the same module and role gates as wp-admin. AI-powered writing and assistance — Connect your own API key from OpenAI, Google Gemini, Groq, OpenRouter, or any OpenAI-compatible provider. AI-assisted email composition, smart template generation, subject line suggestions, and content rewriting are built right into the campaign builder and email editor. Bring your own key, pick your provider, and keep full control over cost and data. Modular architecture — enable or disable optional modules (Sales, Campaigns, Booking, Tasks, Projects, SMTP, Helpdesk, Forms, Automations, and more) from Settings → Modules. One contact record shared across every module — campaigns, bookings, tasks, projects, helpdesk threads, and deals all attach to the same contact. Unlimited contacts and custom fields with no per-contact or per-seat fees. Self-hosted: all records live in your own WordPress database; no third-party cloud, no vendor lock-in. GDPR-friendly: per-contact exports, hard-delete workflows, consent tracking per channel, retention rules, and unsubscribe handling. Benchmarked at 100,000+ contacts on a single-server install. Background processing keeps the frontend fast. Deep WordPress integrations: WooCommerce, Easy Digital Downloads, SureCart, and LMS plugins (LearnDash, LifterLMS, LearnPress, Tutor LMS) feed the CRM natively. 15 form-builder integrations — Contact Form 7, WPForms, Fluent Forms, Quill Forms (free); Elementor Forms, Gravity Forms, Ninja Forms, Formidable, Forminator, MetForm, WS Form, Bit Form, SureForms, eForm, and JetFormBuilder (Pro). Who DoubleScale is for Founders, agencies, marketers, course creators, e-commerce operators, and revenue teams who want a self-hosted WordPress CRM for sales, marketing, booking, helpdesk, and delivery — plus MCP so AI tools can work inside that same stack — instead of stitching together eight SaaS subscriptions. From solo operators to organizations running 100k+ contacts — DoubleScale is built to scale with your business, not punish it with row-count surcharges. Learn more at doublescale.io. See how DoubleScale stacks up against popular CRM and marketing automation tools: DoubleScale vs FluentCRM: doublescale.io/compare/vs-fluentcrm DoubleScale vs HubSpot: doublescale.io/compare/vs-hubspot DoubleScale vs ActiveCampaign: doublescale.io/compare/vs-activecampaign DoubleScale vs Pipedrive: doublescale.io/compare/vs-pipedrive DoubleScale vs GoHighLevel: doublescale.io/compare/vs-gohighlevel DoubleScale vs FunnelKit: doublescale.io/compare/vs-funnelkit DoubleScale vs Brevo: doublescale.io/compare/vs-brevo DoubleScale vs MailerLite: doublescale.io/compare/vs-mailerlite DoubleScale vs Omnisend: doublescale.io/compare/vs-omnisend Source Code This plugin includes compiled JavaScript and CSS in the build/ directory. Human-readable source lives in src/. Public repository: DoubleScale on GitHub Build from source 1. Install Node.js (LTS recommended) 2. From the plugin directory: npm install 3. Production assets: npm run build 4. Development/watch: npm run dev Outputs include client bundles under build/. Third-party libraries are listed in package.json. Lint / code standards The PHP code follows the WordPress Coding Standards (WPCS 3.x) with WordPress-Extra (security sniffs) and PHPCompatibilityWP enabled. composer install — installs PHPCS, WPCS, and the rest of the dev tools. composer lint — runs phpcs --standard=phpcs.xml.dist against doublescale.php, includes/, bin/, and phpunit/. composer format — runs phpcbf to auto-fix what it can (whitespace, indentation, brace style). For plugin-structure / readme / asset-organization checks, install the official Plugin Check plugin into a local WordPress install and run it via Tools → Plugin Check. Plugin Check is the same tool the WordPress.org review team runs. Privacy Policy DoubleScale stores CRM, campaign, booking, task, support, and analytics data in your WordPress database. The plugin does not transmit that core repository to DoubleScale servers by default. Where you enable optional third-party integrations (SMTP providers, Twilio, Stripe, WhatsApp, Slack, ActiveCampaign, HubSpot, etc.), data flows are governed by those providers’ terms — and only carry the fields you explicitly map. You can disable any connector by removing credentials or turning off related automations. Privacy-minded operators have access to: per-contact GDPR exports, hard-delete workflows, consent tracking per channel, retention rules for tracking data, and unsubscribe handling for every send. External Services DoubleScale connects to external services only when you configure those integrations. No data is transmitted without your API keys, OAuth grants, or explicit provider setup. Each provider listed below is independent of DoubleScale; using one means you also agree to that provider’s terms and privacy policy. For every service below: Endpoint — API base URL used after you save credentials (not a public marketing or documentation page; it may not load in a browser). Terms / Privacy — Public legal pages for that provider. These are the URLs WordPress reviewers and site owners should open to read each service’s policies. AI services OpenAI (optional) * Purpose: AI-assisted email composition and template generation. * Data sent: The prompt text and any campaign content you submit through the AI builder. Sent only when you click an AI generate action. * Endpoint: https://api.openai.com * Terms: https://openai.com/policies/terms-of-use * Privacy: https://openai.com/policies/privacy-policy Google Gemini (optional) * Purpose: Alternative AI provider for email composition. * Data sent: Prompt text and campaign content, only when you click an AI generate action. * Endpoint: https://generativelanguage.googleapis.com * Terms: https://policies.google.com/terms * Privacy: https://policies.google.com/privacy SMTP / email providers …

Connects your CRM with the main Form Plugin directly, and send to your CRM when the form is filled automatically. With this plugin, you don’t have to use third party software to send your Leads/data to your CRM. You will have a direct connection between your website and your CRM. It’s a connector between Web <> CRM/ERP/Email. This plugin will connect different Forms plugins to CRM. We support at this time these forms plugins: – GravityForms – Elementor Forms – Contact Form 7 – WooCommerce – WPForms PRO – JetForms If you need to support more Forms plugins, please contact in forum support. The plugin setup is very easy. Once you have uploaded the plugin, you configure the plugin with the URL, user and password of the user that will create the entries in the CRM. After that, you’ll go to each form feed that you want to connect with the CRM. You will see a mapping fields where you choose for every field, the equivalent for CRM software field. The plugin connects with the CRM via API webservice, a secure and best way to connect it. It doesn’t use a third party software. You’ll comply GDPR becaouse of not having a third provider. At this time, FormsCRM supports in free version: – Holded – Clientify – AcumbaMail – MailerLite Classic – Brevo And you will find, that there are Premium Addons to support: – Holded CRM – Odoo – vTiger 7 – PipeDrive – Inmovilla – SuiteCRM – FacturaDirecta – WHMCS You can use multiple feed connector in GravityForms, WPForms PRO, Elementor Forms and ContactForm7, and you can use multiple CRM connectors in the same form. Demo: ** UTM Tracker Addon ** Know exactly where every lead comes from. The UTM Tracker Addon captures UTM parameters from the URL and automatically attaches them to every form submission sent to your CRM — no hidden fields required. When a visitor lands on your site with UTM parameters (e.g. ?utm_source=google&utm_medium=cpc&utm_campaign=spring), the addon: Reads the UTM values from the URL. Stores them in a browser cookie that persists for 90 days across page navigation. Preserves first-touch attribution — if the visitor returns later via a different channel, the original source is kept alongside the latest one. Injects the values directly into the CRM payload when the form is submitted, using merge tags in the field mapping (e.g. formscrm_utm:utm_source). Supported parameters: utm_source, utm_medium, utm_campaign, utm_term, utm_content — plus _first variants for first-touch attribution. Dynamic values in GravityForms and WPForms We have developed a way to get values from other fields in GravityForms and WPForms. You can use this in the field mapping in the feed. You can use: {id:N} in order to get the value from field N {label:N} in order to get the label from field N (only in GravityForms) Expert Mode You can enable Expert Mode in the form feed. This mode will show all fields of the CRM in the form mapping. This is useful if you want to connect all fields of the CRM to the form. Now currently works for Odoo. We recommend to use this in the field mapping in the feed and hidden field that gets the value. Slack Error Notifications Receive instant error notifications in your Slack workspace! When a form submission fails to send to your CRM, you’ll get real-time alerts directly in your Slack channel. How to Configure Slack Notifications: Create an Incoming Webhook in Slack (https://api.slack.com/messaging/webhooks) Go to Settings > FormsCRM in WordPress Paste your webhook URL in the “Slack Webhook URL” field Choose the Slack channel where you want to receive notifications Save changes What Information is Included: When an error occurs, the Slack notification includes: – Site Information: Site name and URL in a single line – Form Details: Form type (Gravity Forms, WPForms, Elementor, etc.), Form ID, Form name, and Entry ID – Error Details: CRM name and complete error message – Lead Data Preview: First 3 fields from the form submission (+ indicator if more fields exist) – Technical Details: API endpoint URL for debugging Message Format: All Slack notifications use a compact, easy-to-read format with information presented in single lines. Messages are color-coded in red (danger) to stand out in your channel and ensure immediate attention to critical errors. Error Notifications Custom Email for Error Reports You can configure a custom email address to receive error notifications when a form submission fails to send to your CRM. This is useful when you want different team members to receive error alerts without using the admin email. To configure: 1. Go to Settings > FormsCRM 2. Enter one or multiple email addresses (comma-separated) in the “Error Notification Email” field 3. Save changes Enhanced Error Email Information When an error occurs, you’ll receive a detailed email notification that includes: – Site Information: Site name, URL, and timestamp of the error – Form Information: Form type (Gravity Forms, WPForms, Elementor, etc.), Form ID, Form name, and Entry ID – Error Details: CRM name, complete error message, and all form data in a formatted table – Technical Details: API URL and JSON request for debugging purposes The email is professionally formatted with color-coded sections for easy reading and quick troubleshooting. Error Log with Automatic Retry System Track, Manage, and Automatically Retry Failed Form Submissions The Error Log feature provides a comprehensive interface to view, track, and manage all errors that occur when sending form submissions to your CRM. This powerful tool includes an automatic retry system that helps you troubleshoot issues and recover from failed submissions without requiring manual intervention or users to resubmit forms. Key Features: Automatic Retry System: Failed entries are automatically retried up to 3 times with 1-hour intervals between attempts Smart Retry Management: Retries stop automatically when an entry is successfully sent or manually deleted Complete Error Tracking: All errors are automatically saved to the database with complete context including CRM type, error message, form information, lead data, and technical details Advanced Filtering: Filter errors by status (failed/success) and CRM type to quickly find specific issues Detailed Error Information: View complete error details including lead data, API URLs, JSON requests, and full error messages One-Click Manual Resend: Manually resend failed entries directly from the error log with a single click Error Management: Delete individual entries or clear all logs with confirmation dialogs Pagination: Navigate through large numbers of error logs with built-in pagination (20 entries per page) Visual Status Tracking: Status badges show failed and successful entries at a glance Retry Progress Counter: Shows retry attempts (e.g., “2/3”) and displays time until next automatic retry Responsive Design: Fully responsive interface that works on all devices Automatic Retry System: When a form submission fails to send to your CRM: The error is logged immediately and the first retry is scheduled for 1 hour later If the retry fails, another retry is scheduled for 1 hour after that This continues for up to 3 total attempts (original submission + 2 retries) If an attempt succeeds, all future retries are automatically cancelled You can manually resend at any time, which counts toward the 3-attempt limit The interface shows the current attempt count (e.g., “1/3”, “2/3”) and time until next retry How to Use: Go to WordPress Admin → Settings → FormsCRM → Error Log tab View all form submission errors in an organized table Filter by status or CRM type to find specific errors Click Details to view complete error information including retry schedule Click Resend to manually retry sending a failed entry to your CRM Click Delete to remove individual log entries and cancel any pending retries Use Clear All Logs to remove all entries at once and cancel all pending retries What Information is Displayed: Date and time of error CRM type (Holded, Clientify, etc.) Form information (type, ID, name, entry ID) Complete error message All lead data from the form submission API endpoint URL JSON request payload Retry attempts count (e.g., “2/3”) Time until next automatic retry (e.g., “Next: in 45 minutes”) Last resend date and time The Error Log with automatic retry system helps you maintain data integrity by ensuring no form submissions are lost due to temporary errors, connectivity issues, or API downtime. The automatic retry mechanism increases the success rate of form submissions without requiring manual intervention. Markdown Export for GravityForms Entries Export your GravityForms entries as portable, human-readable Markdown files The Markdown Export feature allows you to export GravityForms entries into clean, well-structured .md files. This makes it easy to document, share, version control, or integrate form submissions with knowledge bases, static site generators, or any Markdown-compatible system. Key Features: Single Entry Export: Export individual entries directly from the entry detail page Bulk Export: Export multiple selected entries at once as a convenient ZIP file Clean Formatting: Produces readable, well-structured Markdown with proper headers and field organization Comprehensive Field Support: Handles all GravityForms field types including text, email, number, textarea, checkboxes, multiselect, name fields, address fields, file uploads, and list fields Smart Content Handling: Properly formats multi-line content, preserves line breaks, and handles file attachments with Markdown links Metadata Included: Each export includes form title, entry ID, submission date, and all field labels and values Safe Character Escaping: Automatically escapes Markdown special characters to ensure valid output How to Use: Single Entry Export: 1. Go to Forms → Entries in GravityForms 2. Click on any entry to view its details 3. Find the Export to Markdown widget in the right sidebar 4. Click Download Markdown to get the .md file Bulk Export: 1. Go to Forms → Entries in GravityForms 2. Select one or multiple entries using the checkboxes 3. Choose Export to Markdown from the bulk actions dropdown 4. Click Apply to download a ZIP file containing all selected entries as separate Markdown files Exported Markdown Format: Each Markdown file includes: – Form title as the main heading – Entry ID and submission timestamp – All filled fields organized in a clean bullet list format – Field labels in bold with their corresponding values – Multi-line content properly formatted with preserved line breaks – File attachments as clickable Markdown links Use Cases: Document form submissions for record-keeping Share entry data with team members in a readable format Version control form submissions using Git or similar tools Import entries into knowledge bases or wikis Generate reports or documentation from form data Backup form entries in a portable, future-proof format Integrate with static site generators (Jekyll, Hugo, etc.) Settings for Clientify Important: API v2 Migration Since version 4.3.2, FormsCRM uses the Clientify API v2 (api-plus.clientify.com). Your existing API key will continue to work without changes. The migration is fully backward compatible with existing feed configurations. Instructions for adding Clientify cookie in the forms Clientify cookie adds the ability to merge the contact with the Clientify cookie in the form. You will see if Clientify is added as CRM, a new hidden field in your form. You could check if is already in the form, but if you don’t have it you can add it and put as css clientify_cookie . Add Pipeline name or ID in Opportunities You can add a new field that fits with the Pipeline name (pipeline_desc) or Pipeline ID (pipeline_id) in Opportunities in Clientify. You can also specify the Pipeline Stage Name (pipeline_stage_desc). You will need to use the same name or ID as the Pipeline in Clientify. Add expected closure date for Deals in Clientify You can add a new field that fits with expected closure date for Deals in Clientify. This field is optional, and you need to add a number of days to the expected closure date. The plugin will calculate the date from today and will add it to the Deal in Clientify. Marketing Status in Clientify You can set the marketing status for contacts using the marketing_status field. Use value 1 for Sales Contact or value 2 for Marketing Contact. Autoassignment in Clientify Field that applies the autoassignment to the contact. You can add a string with the list of usernames (property emails) separated by comma (,) to apply the autoassignment. Webhook in GravityForms You can add a new field that fits with the Webhook in GravityForms. This field is optional, and you need to add the webhook url. The plugin will send the form data received from CRM to the webhook url. Developers Official Repository GitHub Links Closemarketing Closetechnology All Closemarketing Plugins