Integration for SugarCRM v1.0.0
Every form submission becomes a SugarCRM lead with status, source, assigned user and tags already set, cloud or on-site; opportunities and stage sync in Pro.
No credit card for the trial. Pro from $5.75/mo, billed annually. 14-day money-back guarantee.
Stop copying website enquiries into SugarCRM by hand. Integration for SugarCRM turns every form submission on your WordPress site into a SugarCRM lead, with the lead source, status, assigned user and tags already set and the enquiry attached as a note, so your sales team can call back while the enquiry is still warm. When the sender is already a lead, that lead is updated instead of duplicated. It works with Sugar Sell and Sugar Enterprise, on SugarCloud or on your own server, and if SugarCRM is briefly unavailable the lead is retried automatically. This plugin is not affiliated with or endorsed by SugarCRM.
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 lead form block and shortcode with spam protection; works without JavaScript
- Status, lead source, assigned user and tags per form, picked from your own SugarCRM lists
- Map to name, email, office, mobile and home phone, title, department, account name, website, address, description and your own custom fields
- No duplicate leads: a lead with the same email is updated, keeping the status, source and owner your team set
- Enquiries from existing contacts can be added to that contact as a note instead of creating a lead
- Optional sync of new WordPress users (by role) and WooCommerce customers, with the message, page and campaign in each note
- Background queue with retries and one-click resend, masked log with CSV export, encrypted password; never logs your team out of SugarCRM
SugarCRM Pro
$69 per year, single site
Everything in Free, plus:
- Opportunities per form submission and per WooCommerce order, valued at the order total, with the account found or created
- Sales stage sync: stage changes in SugarCRM brought back to the WooCommerce order or WordPress user
- Revenue widget: the website revenue won in the last 30 days
- Routing rules by form, answer, campaign or page for the assigned user, status, source and tags, with round-robin groups
- More SugarCRM instances, historic entries backfill, mapping import and export, and a 7-day sync widget
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.