Formidable Forms – Highrise CRM AddOn

Formidable Forms – Highrise CRM wordpress plugin allows website owners to integrate their forms with Highrise CRM, a cloud-based customer relationship management (CRM) tool. This plugin is developed by Formidable Forms, a popular WordPress form builder plugin that is known for its advanced features and ease of use.

With Formidable Forms – Highrise CRM, website owners can easily capture leads, track customer interactions, and manage their customer data in Highrise CRM, without the need for any technical knowledge. This plugin is ideal for businesses of all sizes that want to streamline their lead generation process and improve their customer relationship management.

Features of Formidable Forms – Highrise CRM Plugin

Formidable Forms – Highrise CRM plugin offers a range of features that make it a powerful tool for WordPress website owners. Some of the key features of this plugin are:

1. Easy Integration with Highrise CRM

This plugin allows website owners to seamlessly integrate their forms with Highrise CRM. With just a few clicks, website owners can map their form fields to Highrise CRM fields and start capturing leads and customer data directly in Highrise CRM.

2. Customizable Forms

Formidable Forms – Highrise CRM plugin offers a range of form customization options, including the ability to add custom fields, change field labels, and customize form styles. This allows website owners to create forms that match their branding and capture the information they need from their customers.

3. Advanced Form Fields

This plugin offers a range of advanced form fields, including file uploads, calculations, and conditional logic. This allows website owners to create complex forms that can handle a variety of use cases, such as order forms, registration forms, and surveys.

4. Automated Lead Capture

Formidable Forms – Highrise CRM plugin allows website owners to set up automated lead capture workflows. This means that as soon as a lead submits a form, their information is automatically added to Highrise CRM, without any manual intervention.

5. Customizable Notifications

This plugin allows website owners to set up customizable notifications for form submissions. This means that website owners can receive an email notification whenever a form is submitted, and they can customize the email content and recipients.

6. Data Export

Formidable Forms – Highrise CRM plugin allows website owners to export their form data to a CSV file. This means that website owners can easily analyze their form data and use it to improve their lead generation and customer relationship management.

Use Cases for Formidable Forms – Highrise CRM Plugin

Formidable Forms – Highrise CRM plugin is a versatile tool that can be used in a variety of situations. Here are some examples of situations where this plugin would be particularly useful:

1. Lead Generation

Formidable Forms – Highrise CRM plugin is ideal for businesses that want to streamline their lead generation process. By integrating their forms with Highrise CRM, businesses can capture leads directly in their CRM, without any manual intervention. This means that businesses can follow up with leads more quickly and efficiently, which can lead to higher conversion rates.

2. Customer Relationship Management

Formidable Forms – Highrise CRM plugin is also ideal for businesses that want to improve their customer relationship management. By capturing customer data directly in Highrise CRM, businesses can track customer interactions, manage customer data, and improve their customer service.

3. Event Registration

Formidable Forms – Highrise CRM plugin is also useful for event registration. By creating custom registration forms with advanced form fields, businesses can collect all the information they need from event attendees, and automatically add this information to Highrise CRM. This means that businesses can easily manage their event attendees and follow up with them after the event.

4. Surveys and Feedback Forms

Formidable Forms – Highrise CRM plugin is also useful for surveys and feedback forms. By using advanced form fields like calculations and conditional logic, businesses can create complex surveys and feedback forms that can handle a variety of use cases. And by exporting the form data to a CSV file, businesses can easily analyze the survey results and use them to improve their products and services.

Conclusion

Formidable Forms – Highrise CRM plugin is a powerful tool for WordPress website owners that want to streamline their lead generation process and improve their customer relationship management. With its easy integration with Highrise CRM, customizable forms, advanced form fields, automated lead capture, customizable notifications, and data export features, this plugin offers everything businesses need to capture leads and manage their customer data more efficiently. And with its versatility, this plugin can be used in a variety of situations, from lead generation to event registration to surveys and feedback forms.