CRMax – CRM AI Automated to the Max

설명

CRMax – CRM AI Automated to the Max links your WordPress website to your CRMax account so every lead your site captures lands in your CRM automatically – no copy-paste, no missed enquiries.

Enter your CRMax API token once, and the plugin will:

• Sync form submissions from Contact Form 7, WPForms, Gravity Forms, Elementor Pro Forms and Fluent Forms. Names, emails, phone numbers and companies are detected automatically; anything else is stored as custom fields so no data is lost.
• Sync users – new registrations and profile updates become contacts, optionally tagged with their role. A bulk “Send to CRMax” action lets you push existing users too.
• Sync WooCommerce customers – paid and processing orders create or update a contact with order totals and lifetime order count.
• Tag and enrol automatically – every contact from your site gets a default tag, and can be dropped straight into a CRMax workflow (automation) for follow-up.
• Embed CRMax anywhere with shortcodes for forms, booking calendars and funnel pages.
• See your CRM at a glance with a WordPress dashboard widget showing contacts, pipeline value, revenue and upcoming bookings.

Shortcodes

• [crmax_form slug="your-form"] – embed a CRMax form
• [crmax_booking slug="your-calendar"] – embed a booking calendar
• [crmax_funnel slug="your-page"] – embed a funnel / landing page

Each accepts an optional height attribute (in pixels).

Requires an account

This plugin is a client for the CRMax platform and requires a CRMax account. Create one free at crmax.au. Data is sent to your CRMax account over HTTPS using the REST API token you provide.