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FormsCRM – Connect Forms to CRM directly

By closemarketing

Customer Management / CRM & Customer Database

Reviewed by Abdul Hameid

Trusted WordPress expert with 20+ years of experience evaluating plugins for the WP ecosystem.

FormsCRM – Connect Forms to CRM directly Review - In-Depth Analysis

Connect your CRM, ERP, and Email Marketing with forms. Create leads automatically and ensure GDPR compliance.

Performance Overview

WPS Score

6.78/10

User Rating

5/5 (based on 3+ reviews)

Active Installations

1,000+

Update Frequency

Below Average It is calculated using the weighted average of same category plugins.

Security Score

5 / 10 (Medium Risk) It is calculated using the weighted average of all versions.

What It Does

This plugin connects your CRM directly with your forms, allowing for automatic lead creation when forms are filled out. You no longer need third-party software to send your data to your CRM, as this plugin establishes a direct connection between your website and your CRM.

FormsCRM supports various form plugins such as GravityForms, Elementor Forms, Contact Form 7, WooCommerce, and WPForms PRO. The setup process is straightforward, requiring only the configuration of your CRM's URL, username, and password.

The plugin connects via a secure API web service, ensuring compliance with GDPR by eliminating the need for third-party services. You can also utilize multiple feed connectors within supported form plugins, allowing for flexibility in managing your leads.

Comparing to Alternatives

FormsCRM offers direct integration of forms with CRM systems, positioning itself among several capable CRM integration plugins. Here are some notable alternatives to consider.

Top alternatives

Strengths

Seamless integration with popular form plugins like Gravity Forms.
Supports direct connection to multiple CRM platforms including Mailerlite and Clientify.
User-friendly setup process that works well out of the box.
Highly rated with consistent 5-star reviews indicating reliability.
Offers a pro version with enhanced features for advanced CRM needs.

Weaknesses

Known medium-level security vulnerability related to Freemius SDK, fixed in recent updates.
Limited user base and fewer total ratings compared to some alternatives.
Some CRM connections require manual updates after property changes.
Less feature-rich in marketing automation compared to some competitors.

User Sentiment Analysis

The plugin has received exclusively 5-star ratings from all reviewers, reflecting strong user satisfaction and reliability.

Positive highlights

"Easy and Peasy to use, works like a charm" - beatty67
"Funciona muy bien con Mailer Lite" - tlozano
"Funciona sin problema solo que cada cambio en las propiedades de Clientify debe actualizarse la conexión" - plastisound

Common complaints

Weaknesses

Requires manual updates to CRM connections when properties change in Clientify.
Security vulnerability in Freemius SDK was identified but has been fixed in recent versions.

Who Should Use This?

Best for

Users seeking a straightforward and reliable plugin to connect WordPress forms directly to CRM systems like Mailerlite and Clientify, especially those using Gravity Forms.

Not ideal for

Users requiring extensive marketing automation features or those concerned about past security vulnerabilities might consider alternatives with broader capabilities or longer security track records.

Pricing & Value

Free version includes

The free version provides essential CRM integration features that work well with popular form plugins, suitable for most basic use cases.

Pro version

Offers advanced CRM connection options, enhanced automation features, and priority support for users with more complex integration needs.

Final Verdict

FormsCRM stands out for its ease of use and flawless integration with popular form and CRM platforms, as reflected by its perfect 5-star rating from users. It is a solid choice for those needing direct form-to-CRM connections without complexity.

However, potential users should be aware of a previously identified medium-level security vulnerability, now fixed, and consider whether the plugin's feature set meets their broader marketing automation needs compared to other alternatives.