=== FormsCRM - Connect Forms to CRM directly ===
Contributors: closemarketing, davidperez, sacrajaimez, alexbreagarcia, matiasquero
Tags: gravityforms, wpforms, crm, vtiger, odoo
Donate link: https://close.marketing/go/donate/
Requires at least: 5.5
Tested up to: 6.9
Stable tag: 4.2.1
Version: 4.2.1
License: GPL2
License URI: https://www.gnu.org/licenses/gpl-2.0.html

Connects your CRM, ERP and Email Marketing with your Forms plugin and create new Leads/Entries as the forms are filled automatically. GDPR compliant.

== Description ==
Connects your CRM with the main Form Plugin directly, and send to your CRM when the form is filled automatically.

With this plugin, you don't have to use third party software to send your Leads/data to your CRM. You will have a direct connection between your website and your CRM. It's a connector between Web <> CRM/ERP/Email.

This plugin will connect different Forms plugins to CRM. We support at this time these forms plugins:
- [GravityForms](https://close.marketing/likes/gravityforms/)
- [Elementor Forms](https://elementor.com/pages/form-builder/)
- [Contact Form 7](https://wordpress.org/plugins/contact-form-7/)
- [WooCommerce](https://wordpress.org/plugins/woocommerce/)
- [WPForms PRO](https://close.marketing/likes/wpforms/)

If you need to support more Forms plugins, please contact in forum support.

The plugin setup is very easy. Once you have uploaded the plugin, you configure the plugin with the URL, user and password of the user that will create the entries in the CRM.

After that, you'll go to each form feed that you want to connect with the CRM. You will see a mapping fields where you choose for every field, the equivalent for CRM software field.

The plugin connects with the CRM via API webservice, a secure and best way to connect it. It *doesn't use a third party software*. You'll comply GDPR becaouse of not having a third provider.

At this time, FormsCRM supports in free version:
- [Holded](https://close.marketing/likes/holded/)
- [Clientify](https://close.marketing/likes/clientify/)
- [AcumbaMail](https://acumbamail.com/)
- [MailerLite Classic](https://close.marketing/likes/mailerlite/)
- [Brevo](https://brevo.com/)

And you will find, that there are Premium Addons to support:
- [Holded CRM](https://close.technology/wordpress-plugins/formscrm-holded-pro/)
- [Odoo](https://close.technology/en/wordpress-plugins/formscrm-odoo/)
- [vTiger 7](https://close.technology/en/wordpress-plugins/formscrm-vtiger/)
- [PipeDrive](https://close.technology/en/wordpress-plugins/formscrm-pipedrive/)
- [Inmovilla](https://close.technology/en/wordpress-plugins/formscrm-inmovilla/)
- [SuiteCRM](https://close.technology/en/wordpress-plugins/formscrm-suitecrm/)
- [FacturaDirecta](https://close.technology/en/wordpress-plugins/formscrm-facturadirecta/)
- [WHMCS](https://close.technology/en/wordpress-plugins/formscrm-whmcs/)

You can use multiple feed connector in GravityForms, WPForms PRO, Elementor Forms and ContactForm7, and you can use multiple CRM connectors in the same form.

Demo:
[youtube https://www.youtube.com/watch?v=HHG763ikL7o]

**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. Create an Incoming Webhook in Slack (https://api.slack.com/messaging/webhooks)
2. Go to **Settings > FormsCRM** in WordPress
3. Paste your webhook URL in the "Slack Webhook URL" field
4. Choose the Slack channel where you want to receive notifications
5. Save 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.

== Settings for Clientify ==
**Instructions for adding Clientify cookie in the forms**
Clientify cookie adds the ability to merge the contact with the Clientify cookie in the form. You will see if Clientify is added as CRM, a new hidden field in your form. You could check if is already in the form, but if you don't have it you can add it and put as css *clientify_cookie* .

**Add Pipeline name in Opportunities**
You can add a new field that fits with the Pipeline name in Opportunities in Clientify. You will need to use the same name as the Pipeline in Clientify.

**Add expected closure date for Deals in Clientify**
You can add a new field that fits with expected closure date for Deals in Clientify. This field is optional, and you need to add a number of days to the expected closure date. The plugin will calculate the date from today and will add it to the Deal in Clientify.

**Autoassignment in Clientify**
Field that applies the autoassignment to the contact. You can add a string with the list of usernames (property emails) separated by comma (,) to apply the autoassignment.

**Webhook in GravityForms**
You can add a new field that fits with the Webhook in GravityForms. This field is optional, and you need to add the webhook url. The plugin will send the form data received from CRM to the webhook url.

== Installation ==

Extract the zip file and just drop the contents in the wp-content/plugins/ directory of your
WordPress installation and then activate the Plugin from Plugins page.

== Developers ==
[Official Repository GitHub](https://github.com/closemarketing/formscrm/)

== Changelog ==
= 4.2.1 =
*  Hotfix: Error not sending correctly entry id in webhook.

= 4.2.0 =
*  Enhanced: New design for the settings page.
*  Dedicated menu for FormsCRM settings.
*  Improved: Added new tests for more consistent code coverage.
*  Fixed: Fatal error in formscrm_debug_email_lead function.

= 4.1.0 =
*  Enhanced: Complete redesign of the settings page with modern UI and improved UX.
*  Enhanced: New color scheme with cyan-to-purple gradient for better visual appeal.
*  Enhanced: Modern tab navigation system for better organization of settings and license management.
*  Enhanced: Responsive grid layout for forms and CRM integrations display.
*  Enhanced: Improved cards design with hover effects and smooth transitions.
*	 Added: Slack integration for real-time error notifications via Incoming Webhook.
*	 Enhanced: Slack notifications include comprehensive information (site, form, CRM, error, lead preview).
*	 Enhanced: Slack messages use a compact, single-line format for quick scanning.
*	 Enhanced: All form integrations (Gravity Forms, WPForms, Elementor, Contact Form 7, WooCommerce) now include form context in error reports.
*	 Added: 10 comprehensive unit tests for Slack notification functions.
*  Added: Test utility for manually testing Slack notifications (tests/test-slack.php).
*  Added: Custom email option for error notifications - Configure specific emails to receive error reports.
*  Enhanced: Error email notifications now include site information (name, URL, timestamp).
*  Enhanced: Error emails now show detailed form information (type, ID, name, entry ID).
*  Enhanced: Professional HTML email template with color-coded sections for better readability.
*  Enhanced: Complete technical details in error emails (API URL and JSON request) for easier debugging.
*  Improved: All form integrations (Gravity Forms, WPForms, Elementor, Contact Form 7, WooCommerce) now send enhanced error information.

= 4.0.6 =
*  Added: Support Deals tags in Clientify.
*  Fixed: Format of webhook url in GravityForms.
*  Fixed: PHP 7.4 compatibility issues.

= 4.0.5 =
*  Fixed: CF7 custom fields with select fields not sending.
*  Added: Expert Mode.
*  Fixed: Fatal errors in CF7.

= 4.0.4 =
*  Added: Webhook to send form data received from CRM in GravityForms.
*  Added: Automatic tests for robust testing and quality code.

= 4.0.3 =
*  Enhaced: Add Pipeline name to improve Clientify pipeline implementation in Forms.
*  Fixed: Autoassigment in Clientify not added in contacts module.
*  Updated developer dependencies.

= 4.0.2 =
*  Added: Expected closure date for Deals in Clientify.
*  Fixed: Elementor Forms Fields and values not sending.
*  Fixed: Warnings messages in load_plugin_textdomain.

= 4.0.1 =
*  Fixed: Elementor Forms with URL Odoo not working.

= 4.0.0 =
*  Added: New connector for Elementor Forms.
*  Added Brevo Email Marketing.
*  Added field autoassignment_users in Clientify (String with the list of usernames separated by comma (,) to apply the autoassignment).
*  Added Product SKUs in Opportunity in Clientify.
*  Added disclaimer field in Clientify.
*  Added in Clientify different types of Emails: work, personal, other and main. Phones: main, mobile, work, home, fax, other.
*  Added show Login errors from API.

= 3.15.7 =
*  Fixed: Fixed manage contact websites in Clientify.
*  Fixed: Better management of Clientify API errors.

= 3.15.6 =
*  Added: Search contact or lead in Holded by email.

= 3.15.5 =
*  Added: Dynamic values in WPForms.

= 3.15.4 =
*  Fixed: Connection WPForms field date was not formatting to YYYY-MM-DD.

= 3.15.3 =
*  Added: Logs connection and entry created with WPForms in the form entry always.

= 3.15.2 =
*  Fixed: Sometimes gives Fatal error in WooCommerce Settings page.

= 3.15.1 =
*  Added: Support to multiple feeds in GravityForms for Clientify.
*  Fixed: Sometimes we were getting an error in the feed.
*  Fixed: MailerLite Classic multiple pagination API. When you have more thatn 100 entries, it will get all entries.
*  Fixed: Fatal error not authenticating in WooCommerce library.

= 3.15.0 =
*  Added: New widget in GravityForms Entries to resend the lead to CRM.
*  Added: New field Disclaimer in Clientify.
*  Fixed: Prevents possible errors in admin CF7.

= 3.14.0 =
*  Fixed: Custom fields not send to Opportunities in Clientify.
*  Fixed: Error Clientify not detecting module.
*  Added: Internal testing for Clientify.

= 3.13.3 =
*  Fixed image in settings.

= 3.13.2 =
*  Removed Odoo part not necessary in CF7.

= 3.13.1 =
*  Fix not launching autoupdate.

= 3.13.0 =
*  Added: CF7 now allows you to select the fields defined in the form.
*  Fix: Clientify changed names of custom fields in API. Now it's importing custom fields correctly.

= 3.12.4 =
*  Fix: Prevents error in error message GF send.

= 3.12.3 =
*  Added: CF7 now allows values by default.
*  Fix: CF7 error after sending a lead.

= 3.12.2 =
*  Fix: Holded tags where not importing correctly.
*  Fix: Holded Address fields where not importing correctly.

= 3.12.0 =
*  Fix: Clientify does not allow blanks in tags.
*  Fix: Odoo creation contact.

= 3.11.0 =
*  Module Clientify now supports Deals.
*  Added: Conditional logic for Feed in Gravity Forms.
*  Fix: Woocommerce Mailerlite gets activated.

= 3.10.0 =
*  Added: Support to MailerLite.
*  Custom CRMs connector by feed in Gravity Forms.

= 3.9.2 =
*  Fix: better information in Error debug email.

= 3.9.1 =
*  Fix: checkbox and files urls in dynamic values in GravityForms.

= 3.9.0 =
*  Compose Dynamic values from other fields in GravityForms. Use {id:##} or {label:##}.
*  Minor fixes and translations.

= 3.8.2 =
*  Fix Error fields in CF7.

= 3.8.1 =
*  Fix Error module in CF7.

= 3.8.0 =
*  Added WPForms PRO as new forms provider.
*  Async create lead in GravityForms.
*  Fix: GravityForms not getting Full name.
*  Fix: Multistep APIs.
*  Fix: CF7 deprecated error after submit.
*  Fix: Clientify adds Address fields.
*  Fix: Get Clientify Cookie in WooCommerce.
*  Fix: Added Holded contact fields.
*  Added unit tests: better consistency.

= 3.7.3 =
*  Fix: Error 500 in page ContactForm7.

= 3.7.2 =
*  Fix: Parse error: syntax error, unexpected ‘)’.
*  Reviewed in PHP5.6.

= 3.7.1 =
*  Fix: Parse error: syntax error, unexpected ‘)’.

= 3.7 =
*  New method for clientify visitor key.
*  Fix Clientify pagination Custom fields problem.
*  Better log management (in debug.log).
*  Added link to Odoo premium addon.
*  Added AcumbaMail in free version.
*  Fix: Clientify custom fields not imported.
*  Fix: Fatal error in feed admin if not selected CRM.

= 3.6 =
*  Added link to custom Addons: Inmovilla, PipeDrive, SuiteCRM and FacturaDirecta.
*  Clientify: Added custom fields to select in the form.
*	Removed Freemius engine to sell.
*  Added support to shop in close.technology.
*  Fix acceptance consent in Clientify.
*  Fix visitor key in Clientify.

= 3.5.1 =
*	Hotfix: Clientify connector settings error.

= 3.5 =
*	Clientify: adds visitor key from cookie.
*  Better error management.
*  Holded solved fixes.
*  Holded name mandatory.

= 3.4 =
*	Fix is_plugin_activated.
*  Fix translations.
*  Fix tags loaded.

= 3.3 =
*	Support ContactForm7!.
*  Support to WooCommerce!.
*  Clientify connector in Free version.
*  Better error management.

= 3.2 =
*	Support to Clientify in Premium version.

= 3.1.1 =
*	Fixed fatal error.

= 3.1.0 =
*	Updated Settings Page.
*	Added vTiger.

= 3.0.0 =
*	WPORG version and changed name from GravityForms CRM Plugin. Refactured.

== Links ==

*	[Closemarketing](https://close.marketing/)
*	[Closetechnology](https://close.technology/)
*	[All Closemarketing Plugins](https://profiles.wordpress.org/closemarketing/#content-plugins)