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BusyFirm CRM & Invoicing
Every lead your site collects lands in your CRM, and invoices get paid on your pages.
WordPressv2.0.0WordPress 6.0+PHP 7.4+
Included with your account
Works with your account. Nothing extra to buy.
Who it is for
Any site that collects enquiries.
What it does
Send every lead this site collects straight into your BusyFirm CRM - comments, Contact Form 7, WPForms and a contact form of your own - and put a payable invoice on any page. Connect it with a token from your BusyFirm account.
Getting it working
- 1Install and activate the plugin.
- 2Open your CRM and add a WordPress integration under Integrations.
- 3Paste the token it shows you into the plugin settings.
- 4Drop the contact-form shortcode on a page, or leave comment and form sync on.
crmcontact formleadsinvoices
Your data stays in your account. The plugin holds a token for this one site, and you can revoke it at any time without touching anything else.