Free Forms & CRM vs Lead Sync – WPForms to Jetpack CRM

The plugin allows you to use forms connected to the powerful Worldsoft Business Suite CRM directly on your WordPress website. It is created entirely to require only the free package of the CRM. You can create forms in the CRM and insert them in any page or post. Also the forms can be inserted as widgets. There is a form builder interface that allows you to create responsive forms as you like. The settings of the form allow to redirect to a special page or use a “thank you” text that you define, insert contacts in the CRM or not, send different kinds of notification, assign different processes to happen after the form is sent. Free Forms & CRM plugin page Detailed description how to use including videos for every step Features Add fields with one click Form builder Responsive design included Notifications by email Storing data into CRM Import and export data from CRM Assigning groups to users that register using a specific form in order to be found after Form Validation Customized Confirmation Messages Redirect to a URL or create a “Thank you” page Standard Fields Custom defined Fields Shortcode works on any Post or Page Embed Multiple Forms on a Post/Page One click form duplication Use your own CSS (if you want) Multiple field layout options: arrange the fields in columns, set width of label and fields Advanced interface for responsive layouts – if necessary layouts for different devices can be created Anti spam system included Accepts all languages Accepts all styles, fonts, colors, background images and positions Processes assigned to forms Field Types Standard address fields connected to CRM Additional custom defined fields connected to CRM Basic fields: text input, radio, checkbox, text area, select box HTML field Date picker File upload Captcha Entries Forms can add leads into the CRM as registered users, not registered users, or not adding at all (just a contact) Registered users have access to client administration which is also included in the free package Form content is added in the database and can be submitted by email CRM Search by keyword Advanced search by any possible field Sending emails to clients using email templates Search clients by the form that was used for registration Collecting data from different forms Upload documents to clients Groups of clients SPAM Protection CSRF automatically included on every form Can use captcha (included) Security The plugin is created with the purpose of offering a very high security to your data. The plugin does not save credentials for accessing your CRM. Access to the CRM is only available when the admin is logged into your WordPress site admin page and requires the use of oAuth. The plugin gets the minimum rights necessary to be functional: only read rights and only for getting the forms from CRM. For displaying the forms, the plugin is not connecting to CRM. These security measures are in place to keep your client related data safe, even in the undesired situation that the server where you host the page is hacked. The cloud is located in redundant data centers in Zurich, Switzerland and is protected under the Swiss law, which has high restriction related to the privacy and the data protection – thus bringing you more security for your data. Developer friendly The CRM has an API that gives access to all functionality. There is no part in the CRM that cannot be accessed over API. This makes the plugin and the CRM be very developer friendly. In the case that you need something that is not in the CRM, or you want to integrate it with another application, it is easy to use.

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: * Marketing agencies managing multiple client forms * Small businesses capturing leads from their website * E-commerce stores collecting customer information * Real estate agents gathering prospect details * Service providers automating intake processes ⚡ Key Features Smart Form Integration: * Automatic sync of new WPForms submissions to Jetpack CRM * Intelligent field mapping for all common form types * Support for name, email, phone, address, and custom fields * Real-time sync with built-in error handling Administrative Control: * Clean admin dashboard with sync statistics * Per-form enable/disable sync controls * System status monitoring for plugin dependencies * Easy configuration through WordPress admin Reliable Sync Technology: * Automatic retry logic for failed sync attempts * Configurable retry delays and attempt limits * Robust error handling and validation * Sync statistics tracking (success/failure counts) Professional Field Mapping: * ✅ Name Fields – Automatically splits full names into first/last * ✅ Email Addresses – Validates and syncs email contacts * ✅ Phone Numbers – Captures mobile and business numbers * ✅ Addresses – Complete address mapping with city, state, postal code * ✅ Text Areas – Syncs notes and custom messages * ✅ Custom Fields – Flexible mapping for unique form requirements Free vs Pro Features: * Free Version: Basic sync functionality for all forms with default settings * Pro Version: Advanced per-form customization, custom CRM statuses, retry configuration, and enhanced error handling Technical Requirements: * WordPress 5.2 or higher * WPForms (Lite or Pro version) * Jetpack CRM plugin * PHP 5.6 or higher Why Choose Lead Sync? * Zero Manual Work – Forms sync automatically in the background * Never Lose Leads – Reliable sync with retry mechanisms * Easy Setup – Works out of the box with sensible defaults * Scalable – Handles small businesses to enterprise-level volume * Maintained – Regular updates and WordPress compatibility Perfect for anyone who values their time and wants to ensure every form submission becomes a properly organized CRM contact. Support Getting Help: * Check the FAQ section above for common questions * Review plugin settings in Lead Sync → Dashboard * Verify WPForms and Jetpack CRM are properly installed Contact Support: For technical support, customization requests, or Pro license inquiries, please contact: Email: [email protected] Pro Version Benefits: Upgrade to Pro for advanced per-form controls, custom CRM statuses, enhanced retry configuration, and priority support. Contributing: This plugin is actively maintained. Bug reports and feature suggestions are welcome!