Integration for Karbon v1.0.0
New-client intake becomes a Karbon contact, organisation and assigned work item, with the whole enquiry as a note; client onboarding in Pro.
No credit card for the trial. Pro from $5.75/mo, billed annually. 14-day money-back guarantee.
Every new-client enquiry on your website lands in Karbon ready to work on: the person as a contact, their business as an organisation, a work item assigned to the right team member, and the whole intake as a note on that work item. People and businesses already in Karbon are recognised, so nobody is entered twice and nothing your team typed is changed. Submissions are delivered in the background and retried automatically if Karbon is briefly unavailable. This plugin is not affiliated with or endorsed by Karbon.
Free
$0 forever
- Works with Contact Form 7, WPForms, Gravity Forms, Fluent Forms, Ninja Forms, Formidable Forms, Elementor Pro Forms, Forminator and FormForge, each with its own switch and field mapping
- Built-in form block and shortcode with spam protection; works without JavaScript
- Contacts without duplicates: new contacts get the contact type and client owner you choose; existing contacts are left exactly as they are
- Organisations linked or created, with their own email, phone and website when your form asks for them
- A work item for every intake with the assignee, work type, template, status and dates you choose per form; repeat intakes add to the same work item
- The whole enquiry, page and campaign as a note on the work item's timeline
- Map to names, salutation, email, mobile and work phone, address, business details, role, website, LinkedIn and the work item title
- Optional sync of new WordPress users (by role) and WooCommerce customers as contacts
- Background queue within Karbon's request limit, retries and one-click resend, masked log with CSV export, encrypted credentials
Karbon Pro
$69 per year, single site
Everything in Free, plus:
- Onboarding client tasks sent to the new client straight away
- A client onboarding page where logged-in clients see each piece of work and its stage, and send you their documents
- Routing rules by form, answer, campaign or page, with round-robin across the people you choose
- More Karbon accounts, historic entries backfill, mapping import and export
Screenshots
Pro pricing
One licence covers updates and support for a year. Pick the number of sites you run it on.
Checkout and licensing run on Freemius, our merchant of record. 14-day money-back guarantee. Prices in USD; any applicable tax is shown at checkout.
Requirements
WordPress 6.4 or newer (tested up to 7.1), PHP 7.4 or newer. Works with the block editor and the classic editor.
Installation
- Download the free version or start the Pro trial above. Freemius emails you the zip and, for Pro, your licence key.
- In WordPress go to Plugins → Add New → Upload Plugin, choose the zip and activate it.
- Pro: paste the licence key when the plugin asks for it, or later under the plugin's Account screen.
Stuck? Open a support ticket and include your WordPress and PHP versions.