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Hello,
My requirement is I need a CRM that can track leads from my different wordpress landing pages and websites. The user may come from facebook/linkedin and source it should track that original source of the user. For example, if the user is going through Facebook and he/she see our ad then the user will click that and come to my website and submit the form so I want that user to be created as a lead in CRM and track the source of the lead was Facebook. Can anyone please help me in doing this? I am new to CRM.
Thanks.
Hello Ramya,
I also had the same requirement in my previous assignments and we achieved that using "Dynamics 365 Integration" Plugin by AlexaCRM. Here is the plugin link: wordpress.org/.../
Hello Naveen,
Thank you so much for sharing the plugin. Just wanted to know is there a premium version of this plugin?
Regards,
Ramya Nair
When I searched for this plugin inside from WordPress admin, it is saying that it is untested with my WordPress version. My WordPress version is 5.7.2
I don't think they have any premium version. It's an open-source plugin.
Ok thank you for that. But, it is untested with my WordPress version.
Is there any other way to do this integration?
You can take a look at gravity form integration with D365: www.gravityforms.com/.../
If you are also using the Marketing module, you can embed the marketing forms in your WP Site. Here the link for this: docs.microsoft.com/.../embed-forms
I am using Contact Form 7 plugin for my forms.
Then I think you can use this plugin: wordpress.org/.../
Ok I will look into this.
Thank you so much for the support.
I used this plugin for my website and submitted the form. It is creating lead inside my CRM but it didn't tracked the source.
Can you please you/anyone help?
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