Get Leads into MS Dynamics CRM – Frequently Asked Questions

ViceSoft has developed a WordPress plugin that integrates with Contact Form 7 plugin from where we read the data for the lead and send it to our Dynamics CRM web2lead service.

The web2lead service is responsible for committing the changes to Dynamics CRM and creating a lead record into the system.

We support Dynamics CRM Online 2013, 2015 and Internet facing deployments of Dynamics CRM 2013 or 2015 editions.

When you make a purchase of the service you need to send us a Dynamics CRM access credentials e.g. username and password and your website domain from where you will use the service. We use those to configure your subscription to our Dynamics CRM web2lead service. In return you get an API key which you put in the plugin.

We guarantee integration with newest version of Dynamics CRM released by Microsoft.

Screenshots

Configuration

Mapping Standard Lead Properties:

[text* lead-fname] -> Maps to CRM lead First Name

[text* lead-lname] -> Maps to CRM lead Last Name

[text* lead-mname] -> Maps to CRM lead Middle Name

[email* lead-email] -> Maps to CRM lead EmailAddress1

[text* lead-mobile] -> Maps to CRM lead Mobile Phone

[text* lead-postcode] -> Maps to CRM lead Address1_PostCode

[text* lead-descr] -> Maps to CRM lead Description

[text* lead-company] -> Maps to CRM lead Company Name

[text* lead-address] -> Maps to CRM lead Address1_Line1

[text* lead-website] -> Maps to CRM lead Website

[text* lead-city] -> Maps to CRM lead Address1_City

[text* lead-jobtitle] -> Maps to CRM lead Job Title

[text* lead-subject] -> Maps to CRM lead Subject

[text* lead-source] -> Maps to CRM lead LeadSourceCode (must be integer e.g. 0,1, etc.)

[text* lead-subject] -> Maps to CRM lead Subject

[text* lead-campaignid] -> Maps to CRM lead CampaignId (must be entity GUID of the CRM entity you are referring e.g. 2ad79f62-f811-4d19-9b27-3718c22cc077)

Mapping Custom Fields:

[text* lead-custom-customFieldName] -> Maps to CRM custome filed on the lead with crm field id: “customFieldName”

Create Free Trial Now – valid 15 days

First Name (required)

Last Name (required)

Your Email (required)

Dynamics CRM Oragnization URL (CRM Online (2013/2015/2016) URL or IFD deployment) (e.g: organization.crm4.dynamics.com)

CRM Account Username (required)

CRM Account Password (required)

CRM Auth Type (Depends on CRM instance. Like CRM Online is Office365, IFD or AD)

CRM Domain (Leave empty if you use CRM Online. Mandatory if you use IFD or AD auth type)

Website Domain (e.g: www.yoursite.com - the site where you will use the plugin)

Instructions how to install and configure you will find in the free trial welcome email.

Current Version 1.10

Supported WordPress versions: latest down to 3.