FormsCRM – Connect Forms to CRM directly

When a visitor lands on your site with UTM parameters (e.g. ?utm_source=google&utm_medium=cpc&utm_campaign=spring ), the addon:

1. 01Reads the UTM values from the URL.
2. 02Stores them in a browser cookie that persists for 90 days across page navigation.
3. 03Preserves first-touch attribution — if the visitor returns later via a different channel, the original source is kept alongside the latest one.
4. 04Injects the values directly into the CRM payload when the form is submitted, using merge tags in the field mapping (e.g. formscrm_utm:utm_source ).

Supported parameters: utm_source , utm_medium , utm_campaign , utm_term , utm_content — plus _first variants for first-touch attribution.

Dynamic values in GravityForms and WPForms We have developed a way to get values from other fields in GravityForms and WPForms. You can use this in the field mapping in the feed. You can use: {id:N} in order to get the value from field N {label:N} in order to get the label from field N (only in GravityForms)

Expert Mode You can enable Expert Mode in the form feed. This mode will show all fields of the CRM in the form mapping. This is useful if you want to connect all fields of the CRM to the form. Now currently works for Odoo.

We recommend to use this in the field mapping in the feed and hidden field that gets the value.

Slack Error Notifications

Receive instant error notifications in your Slack workspace! When a form submission fails to send to your CRM, you’ll get real-time alerts directly in your Slack channel.

How to Configure Slack Notifications:

1. 05Create an Incoming Webhook in Slack (https://api.slack.com/messaging/webhooks)
2. 06Go to Settings > FormsCRM in WordPress
3. 07Paste your webhook URL in the “Slack Webhook URL” field
4. 08Choose the Slack channel where you want to receive notifications
5. 09Save changes

What Information is Included:

When an error occurs, the Slack notification includes: – Site Information : Site name and URL in a single line – Form Details : Form type (Gravity Forms, WPForms, Elementor, etc.), Form ID, Form name, and Entry ID – Error Details : CRM name and complete error message – Lead Data Preview : First 3 fields from the form submission (+ indicator if more fields exist) – Technical Details : API endpoint URL for debugging

Message Format:

All Slack notifications use a compact, easy-to-read format with information presented in single lines. Messages are color-coded in red (danger) to stand out in your channel and ensure immediate attention to critical errors.

Error Notifications

Custom Email for Error Reports You can configure a custom email address to receive error notifications when a form submission fails to send to your CRM. This is useful when you want different team members to receive error alerts without using the admin email.

To configure: 1. Go to Settings > FormsCRM 2. Enter one or multiple email addresses (comma-separated) in the “Error Notification Email” field 3. Save changes

Enhanced Error Email Information When an error occurs, you’ll receive a detailed email notification that includes: – Site Information : Site name, URL, and timestamp of the error – Form Information : Form type (Gravity Forms, WPForms, Elementor, etc.), Form ID, Form name, and Entry ID – Error Details : CRM name, complete error message, and all form data in a formatted table – Technical Details : API URL and JSON request for debugging purposes

The email is professionally formatted with color-coded sections for easy reading and quick troubleshooting.

Error Log with Automatic Retry System

Track, Manage, and Automatically Retry Failed Form Submissions

The Error Log feature provides a comprehensive interface to view, track, and manage all errors that occur when sending form submissions to your CRM. This powerful tool includes an automatic retry system that helps you troubleshoot issues and recover from failed submissions without requiring manual intervention or users to resubmit forms.

Key Features:

• Automatic Retry System : Failed entries are automatically retried up to 3 times with 1-hour intervals between attempts
• Smart Retry Management : Retries stop automatically when an entry is successfully sent or manually deleted
• Complete Error Tracking : All errors are automatically saved to the database with complete context including CRM type, error message, form information, lead data, and technical details
• Advanced Filtering : Filter errors by status (failed/success) and CRM type to quickly find specific issues
• Detailed Error Information : View complete error details including lead data, API URLs, JSON requests, and full error messages
• One-Click Manual Resend : Manually resend failed entries directly from the error log with a single click
• Error Management : Delete individual entries or clear all logs with confirmation dialogs
• Pagination : Navigate through large numbers of error logs with built-in pagination (20 entries per page)
• Visual Status Tracking : Status badges show failed and successful entries at a glance
• Retry Progress Counter : Shows retry attempts (e.g., “2/3”) and displays time until next automatic retry
• Responsive Design : Fully responsive interface that works on all devices

Automatic Retry System:

When a form submission fails to send to your CRM:

1. 10The error is logged immediately and the first retry is scheduled for 1 hour later
2. 11If the retry fails, another retry is scheduled for 1 hour after that
3. 12This continues for up to 3 total attempts (original submission + 2 retries)
4. 13If an attempt succeeds, all future retries are automatically cancelled
5. 14You can manually resend at any time, which counts toward the 3-attempt limit
6. 15The interface shows the current attempt count (e.g., “1/3”, “2/3”) and time until next retry

How to Use:

1. 16Go to WordPress Admin → Settings → FormsCRM → Error Log tab
2. 17View all form submission errors in an organized table
3. 18Filter by status or CRM type to find specific errors
4. 19Click Details to view complete error information including retry schedule
5. 20Click Resend to manually retry sending a failed entry to your CRM
6. 21Click Delete to remove individual log entries and cancel any pending retries
7. 22Use Clear All Logs to remove all entries at once and cancel all pending retries

What Information is Displayed:

• Date and time of error
• CRM type (Holded, Clientify, etc.)
• Form information (type, ID, name, entry ID)
• Complete error message
• All lead data from the form submission
• API endpoint URL
• JSON request payload
• Retry attempts count (e.g., “2/3”)
• Time until next automatic retry (e.g., “Next: in 45 minutes”)
• Last resend date and time

The Error Log with automatic retry system helps you maintain data integrity by ensuring no form submissions are lost due to temporary errors, connectivity issues, or API downtime. The automatic retry mechanism increases the success rate of form submissions without requiring manual intervention.

Markdown Export for GravityForms Entries

Export your GravityForms entries as portable, human-readable Markdown files

The Markdown Export feature allows you to export GravityForms entries into clean, well-structured .md files. This makes it easy to document, share, version control, or integrate form submissions with knowledge bases, static site generators, or any Markdown-compatible system.

Key Features:

• Single Entry Export : Export individual entries directly from the entry detail page
• Bulk Export : Export multiple selected entries at once as a convenient ZIP file
• Clean Formatting : Produces readable, well-structured Markdown with proper headers and field