FormsCRM – Connect Forms to CRM directly vs NXT Cloud Chat – CRM, Inbox & OTP Login

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

NXT Cloud Chat connects WordPress directly to Meta’s official WhatsApp Cloud API. Manage customer conversations, CRM contacts, sales pipelines, team access, and OTP login from your WordPress admin while keeping CRM data in your own database. It is designed for stores, sales teams, support teams, membership sites, agencies, and developers that need a self-hosted WhatsApp CRM without a separate inbox SaaS. Everything runs from the familiar WordPress admin area, so your team can manage conversations, contacts, sales follow-ups, login verification, and customer records in one connected workspace. Free Plugin Shared inbox with conversation tickets, priorities, assignments, internal notes, saved views, and SLA indicators. Contacts, groups, tags, lifecycle stages, follow-up tasks, ownership, duplicate detection, and activity history. Sales pipelines, configurable stages, deals, line items, values, reasons, and stage history. Access Teams with module permissions and assigned, team, or all-record scopes. WhatsApp OTP login for WordPress and WooCommerce My Account. Message history, delivery status, incoming webhooks, connection health, and secure media access. Stable PHP wrappers, hooks, runtime capability discovery, and developer documentation for integrations. Pro Add-on NXT Cloud Chat Pro adds approved template sync and sending, bulk broadcasts, dynamic segments, WooCommerce order communication, abandoned cart recovery, visual workflows, automation logs, retries, analytics, and CSV exports. Setup and Privacy Connect your own Meta app, business account, phone number ID, and access token. NXT Cloud Chat communicates with Meta only for the messaging, webhook, template, media, and health operations you configure. Credentials are encrypted at rest when supported, and contacts, messages, deals, and CRM records remain in your WordPress database. Step-by-step setup guide Plugin website Upgrade to NXT Cloud Chat Pro External Services This plugin connects to the official WhatsApp Business Platform / WhatsApp Cloud API provided by Meta Platforms, Inc. Using this plugin means data will be transmitted from your WordPress site to Meta’s servers as described below. What It Is Used For 1-to-1 WhatsApp messaging – send and receive WhatsApp messages between your business number and your contacts from the WordPress Chat Window. WhatsApp OTP login – send one-time passwords to users’ WhatsApp numbers for passwordless WordPress or WooCommerce login. Template messaging – sync approved WhatsApp message templates from your Meta Business account and send them for notifications, authentication, broadcasts, and automation (Pro). Broadcast campaigns – send bulk WhatsApp campaigns to selected contacts using approved templates (Pro). Webhook event handling – receive inbound messages, delivery status updates, read receipts, and message events from the WhatsApp Cloud API. WooCommerce notifications – send order and customer communication messages via WhatsApp (Pro). COD verification workflows – use WhatsApp login or automated WhatsApp confirmation messages to help verify COD orders and reduce fake orders or failed deliveries (Pro). Abandoned cart recovery – send WhatsApp reminders for abandoned WooCommerce carts (Pro). Workflow-triggered messages – send WhatsApp messages based on user login, WooCommerce events, CRM events, deal changes, conversation events, or custom triggers (Pro). Connection diagnostics – verify your API credentials and send test template messages to confirm that your WhatsApp Cloud API setup is working correctly. What Data Is Sent and When During setup – your App ID, App Secret, Business Account ID, Phone Number ID, and Access Token are stored in your WordPress database and used server-side to authenticate API calls and verify incoming webhook signatures (X-Hub-Signature-256). These values are not printed into public pages or client-side JavaScript. When sending or receiving WhatsApp messages – the recipient phone number, message content, template name, template parameters, media attachments, and delivery metadata are sent to or received from the WhatsApp Cloud API. During WhatsApp OTP login – the user’s phone number and OTP message template data are sent to the WhatsApp Cloud API. During template sync – your Business Account ID and Phone Number ID are used to fetch and synchronise approved templates from your Meta account. During webhook delivery – Meta sends inbound messages, delivery receipts, read events, and status payloads to your WordPress webhook endpoint. These are validated server-side using your App Secret before being stored. Service Provider WhatsApp Business Platform / WhatsApp Cloud API by Meta Platforms, Inc. Meta Privacy Policy WhatsApp Privacy Policy Meta Terms for WhatsApp Business WhatsApp Business Solution Terms WhatsApp Business Terms of Service WhatsApp Business Messaging Policy WhatsApp Messaging Guidelines WhatsApp Cloud API Pricing You are responsible for ensuring that your use of this plugin and the WhatsApp Cloud API complies with applicable laws, your privacy policy, Meta’s platform rules, and WhatsApp Business policies. Features Dashboard View the health of your WhatsApp connection, CRM activity, and automation status from one central dashboard. Connection Health, Messaging Health, and Calling Health status cards. Live status indicators for WhatsApp Cloud API credentials and webhook configuration. Setup help links and support badge for guided onboarding. CRM, SLA, lifecycle, tag, deal, automation, broadcast, and abandoned cart reporting (Pro). Secure selected-range CSV exports with permission checks (Pro). Deals – Sales Pipelines and Deal Tracking Manage your WhatsApp leads and sales opportunities directly inside WordPress. Create pipelines with custom stages, colours, ordering, and required stage reasons. Manage deals with owners, priorities, values, expected close dates, and line items. Track stage-transition history and review deal activity in the contact timeline. Duplicate, archive, or delete deals using guarded confirmation flows. Use stable pipeline, deal, lifecycle, and line-item wrappers for integrations. Chat Window – WhatsApp Inbox A shared WhatsApp inbox for sales, support, and customer communication. Browse, filter, and reply to WhatsApp conversations from WordPress. Manage tickets with status, priority, category, followers, notes, and handoff notes. Assign tickets to users, teams, or queues with manual or automated routing. Use saved inbox views: All, Mine, Team Queue, Unassigned, Overdue, and Recently Resolved. Track SLA targets for first response and resolution. Store message history with timestamps, delivery status, reply context, reactions, and secure media access. Contacts – CRM Contact Management A WordPress-native CRM contacts system built around WhatsApp customer communication. Store phone number, country, name, custom fields, subscription status, and unsubscribe reasons. Track lifecycle stages such as new lead, active prospect, customer, or closed customer. Create follow-up tasks, assign owners, and use saved contact views. Detect and merge duplicate contacts with guarded confirmation flows. Review contact profiles and CRM activity timelines from Contacts or Chat Window. Use stable contact upsert wrappers for safe integrations. Groups Organise contacts into groups for better targeting and messaging. Create groups such as Leads, Members, VIP Customers, COD Customers, or Repeat Buyers. Assign contacts manually or in bulk. Use groups for broadcast targeting and workflow logic. Verified-group protections help prevent accidental modification of important groups. Tags Label and segment contacts using flexible CRM tags. Create colour-coded CRM tags with descriptions. Assign tags manually, in bulk, during import, or through compatible integrations. Filter contacts by any, all, or none of selected tags. Preserve tag names in exports and use stable tag wrappers for integrations. Templates (Pro) Manage approved WhatsApp message templates from WordPress. Create and manage templates directly from WordPress, and sync with Meta. Browse templates by category such as marketing, utility, and authentication. Use image headers, CTA buttons, quick replies, coupon codes, and dynamic placeholders. Send individual template messages from Chat Window or Contacts. Use templates in broadcasts, workflows, WooCommerce notifications, and abandoned cart recovery. Send Broadcasts (Pro) Send official WhatsApp bulk campaigns using approved message templates. Build campaigns for selected groups or Dynamic Segments. Use CTA buttons and approved template content. Personalise messages with placeholders and target subscribed contacts. Schedule campaigns or send immediately, then track delivery and read status. Abandoned Carts (Pro) Recover WooCommerce carts with WhatsApp reminders. Track stale WooCommerce carts in a dedicated Abandoned Carts screen. Review cart value, time abandoned, recovery status, and customer context. Send WhatsApp recovery messages through workflows. Configure stale-cart thresholds, retention periods, and cleanup schedules. COD Order Verification NXT Cloud Chat can help WooCommerce stores verify COD customers and reduce avoidable returns. Use WhatsApp OTP login so customers verify their WhatsApp number before account access or checkout flows. Sync verified WordPress users into CRM Contacts. Use tags, lifecycle stages, or groups to identify verified COD customers. Use Pro workflows to send COD confirmation templates after order placement. Add follow-up tasks for unconfirmed or high-risk COD orders. Help reduce fake orders, unreachable customers, failed delivery attempts, and return-to-origin losses. Segments (Pro) Build dynamic contact audiences for campaigns and automation. Create tenant-scoped Dynamic Segments with a live rule builder. Segment by subscription status, tags, groups, lifecycle stages, ownership, conversation state, tasks, and dates. Add WooCommerce filters such as order value, order count, products, categories, coupons, refunds, statuses, and abandoned carts. Preview audience size before sending. Workflows (Pro) Automate WhatsApp messaging and CRM actions without coding. Trigger workflows from incoming messages, user logins, WooCommerce orders, abandoned carts, conversation changes, deal changes, contact lifecycle changes, tasks, or compatible plugin events. Add conditions for tags, groups, lifecycle stages, ownership, segments, tasks, conversation state, SLA status, deal stage, order value, and cart context. Send approved WhatsApp template messages. Update contacts, tags, assignments, lifecycle stages, follow-up tasks, deals, line items, conversations, priorities, notes, and escalations. Workflow Runs (Pro) Monitor every automation execution. View workflow logs with trigger event, contact, status, and timestamps. Drill into individual runs to see step-by-step execution. Review or retry failed runs and track broadcast or abandoned cart automation status. History Keep a complete record of WhatsApp messages. Review inbound and outbound messages. Filter by contact, direction, date range, or status. View delivery status, read receipts, timestamps, template names, and contact details. Use history for reporting, debugging, compliance review, and customer context. Authentication – WhatsApp OTP Login Offer passwordless login using WhatsApp OTP. Shortcode: [nxtcc_login_whatsapp] Users choose their country, enter their phone number, receive an OTP via WhatsApp, and verify. Verified users are linked to their WhatsApp number for future login. Optional WhatsApp login buttons for the WordPress login page and WooCommerce My Account page. Optional force-migration page for moving existing users to WhatsApp login. Verified WordPress users can be synced into CRM Contacts. Admin controls for OTP length, cooldown, countries, button text, colours, corner style, and branding. Settings – WhatsApp Cloud API Configuration Configure WhatsApp Cloud API securely from WordPress. Save App ID, App Secret, Access Token, Phone Number ID, Business Account ID, and display phone number. Run connection diagnostics and test template sends. Generate Verify Token and copy Callback URL for Meta webhook setup. Verify webhook signatures with App Secret-based X-Hub-Signature-256 validation. Manage cleanup, retention, uninstall data removal, Team Access permissions, and record scopes. Team Access and Permissions Give users the right level of access for their role. Create tenant Access Teams for WordPress users. Set view-only or manage permission per module. Control access for Dashboard, Deals, Chat Window, Contacts, Groups, Tags, Templates, Broadcasts, Abandoned Carts, Segments, Workflows, History, Authentication, and Settings. Set record scopes such as assigned records, team queue, or all records. Apply CRM access-policy enforcement across inbox, contacts, imports, exports, media downloads, and forwarding. User-Friendly and Developer-Friendly NXT Cloud Chat is designed for everyday WordPress users, business teams, agencies, and developers. For users and teams: Clean WordPress admin screens. Guided setup links and support badge. Contact, group, tag, deal, inbox, CRM, sales pipeline, and OTP login tools in one place. Team access controls without custom coding. Useful for support, sales, ecommerce, COD order verification, and customer follow-up. For developers and agencies: Free plugin and Pro add-on are separate and extensible. Database schema, DAO helpers, filters, actions, runtime discovery, and stable wrappers for compatible integrations. Documented integration contracts for extension development. WhatsApp Webhook Setup Enable incoming messages in the Settings webhook section. Copy its Callback URL and Verify Token. In Meta WhatsApp → Configuration, add both values and subscribe to messages. Complete verification. Keep the matching App Secret saved for X-Hub-Signature-256 validation. WhatsApp Login Setup Configure OTP and country options under NXT Cloud Chat → Authentication. Publish a page containing [nxtcc_login_whatsapp]. Optionally enable login-page/My Account buttons and an existing-user migration URL.