WordPress Add-ons
Conditional fields Add-on
Go to “Settings > CRM Perks Addons” and install “edit field value” addon, Modify field value of Gravity Forms entry, Contact Form 7 entry and WooCommerce Order according to different conditions you set.
for example , if you want to change country value from “_unitedStates” to “US”
If you want to modify standard field then select same field in feed.
If you do not want to modify any standard field then set any field name like “new_custom_field” in feed.
You can set new field name as custom value too.
Wordpress to CRM addon exports Old/partial entries to CRM. Test first by sending one entry. You can set cron OR manually send send bulk entries to CRM.
Go to “Settings > CRM Perks Addons” and install “CRM Perks Backup” addon, You can export feeds and accounts from one site to other site. If you want to copy feeds , simply export feeds and re-import feeds. Copying feeds from one form to other form is a bit tricky , export all feeds , then open that file and copy json , prettify json in jsonlint.com , modify form_id to required new form_id
then import this file.
You can assign lead/contact to different CRM users according to different conditions.
This addon tracks utms and custom parameters and send this data to your CRM.