Gravity Forms Dynamics CRM / Dynamics 365 Add-On for WordPress

Gravity Forms Dynamics CRM Add-On
August 20, 2015 Saint Systems

WordPress Dynamics CRM Integration and WordPress Dynamics 365 Integration

WordPress Dynamics CRM and WordPress Dynamics 365 Integration made easy.

The Gravity Forms Dynamics CRM/Dynamics 365 Add-On for WordPress is the best way to connect WordPress to Dynamics CRM and Dynamics 365. Hundreds of companies in more than 20 countries use our product to send leads, contacts, cases and more from WordPress to Dynamics CRM and Dynamics 365. Our product is the only native WordPress plugin designed to integrate WordPress with Dynamics CRM and Dynamics 365. Easily create leads, contacts and cases in Dynamics when a form is submitted.

No need for costly third party services which bring their own set of security concerns, our plugin communicates directly with your Dynamics instance API using a secure connection over HTTPS using SSL/TLS encryption.

  • Works with Dynamics CRM and Dynamics 365 Online or On-Premises
  • Quickly and easily integrate with Dynamics CRM/Dynamics 365 when a form is submitted.
  • Create a lead in Dynamics CRM and Dynamics 365 when a form is submitted.
  • Create a contact in Dynamics CRM and Dynamics 365 when a form is submitted.
  • Create a case in Dynamics CRM and Dynamics 365 when a form is submitted.
  • Update a lead in Dynamics CRM and Dynamics 365 when a form is submitted.
  • Update a contact in Dynamics CRM and Dynamics 365 when a form is submitted.
  • Choose a Dynamics CRM and Dynamics 365 user as the lead or contact owner.
  • Insert links to CRM records into Gravity Forms email notifications.
  • Avoid duplicates by checking for existing leads and contacts by email address.
  • Use Gravity Forms built-in Conditional Logic to only integrate with Dynamics CRM and Dynamics 365 when you want to!

For on-premises instances, Dynamics CRM or Dynamics 365 must be setup as an Internet-Facing Deployment (IFD) with claims-based authentication for external access using ADFS or Active Directory authentication.

If you would like us to verify compatibility with your instance of Dynamics CRM or Dynamics 365 prior to purchase, please contact us and include the URL of your Dynamics CRM or Dynamics 365 instance.

1.4.5 - September 14, 2017

  • Add support for Uniqueidentifier, Lookup and Owner field types.
  • Add back custom key support.

1.4.4 - September 8, 2017

  • Fix disabling feed not working.

1.4.3 - August 28, 2017

  • Fix for optional files/attachments.

1.4.2 - August 10, 2017

  • Fix issue with initialize_api method to ensure dynamics url has been provided.

1.4.1 - August 1, 2017

  • Fix owner reassignment
  • Temporarily disable background processing

1.4.0 - July 31, 2017

  • Added support for cases
  • Added support for attachments
  • Added background processing of feeds for faster form submissions
  • Added explicit refreshing of Dynamics CRM Metadata cache
  • Improved handling of Authentication disconnect and email notification

1.3.12

  • Added admin_email technical email and background job to refresh access token every hour and notify admin_email if connection has been lost (token cannot be refreshed).

1.3.11

  • Fix for api args to append to query or body depending on http method.
  • Fix call to $e->getMessage()

1.3.10

  • New fix for http_build_query error message.

1.3.9

  • Small fix for http_build_query error message.

1.3.8

  • Added support for ActiveDirectory (NTLM) Authentication.
  • Fix issue with lead/contact owner select box width.

1.3.7

  • Fix for ADFS authentication.
  • Fix to retrieve all SystemUsers.

1.3.6

  • Change to allow non-licensed users to be selected as lead/case owners.
  • Changes to support upcoming case support.

1.3.5

  • Small fix to array access after method calls for issues on some hosts and PHP versions.

1.3.4

  • Small fix to cURL compatibility check.

1.3.3

  • Fix small display issue with license key valid checkmark on plugin settings page.

1.3.2

  • Added check for PHP cURL extension and version and associated admin notices.
  • Cleaned up script and styles loading.
  • Added additional logging to ADFS Auth client.

1.3.1

  • Squashed bugs related to license validation and on-premises ADFS authentication.

1.3.0

  • Added support for on-premises Dynamics CRM using ADFS
  • Added license activation/deactivation and check buttons to allow explicit activation/deactivate and license check
  • Added validation for Gravity Forms minimum version, WordPress minimum version and PHP minimum version
  • Cleaned up admin area to simplify UI
  • General code cleanup

1.2.0

  • Added merge tags for insert into Gravity Forms email notifications.
  • Default lead/contact owner to authenticated user if none selected.
  • Fixed OptionSet field types for contact feed.
  • Fix issues for some clients on older versions of PHP 5.4 and 5.3

1.1.2

  • Additional logging and fix to reduce size of SystemUserSet response.

1.1.1

  • Added additional logging for debug purposes.

1.1.0

  • Support for custom fields. * Support for Picklist fields such as Lead Source. * Updated to retrieve live entity metadata (entity fields) from Dynamics API. * Removed Azure AD Domain (no longer needed).

1.0.0

  • Initial release.
  • Create or update leads.
  • Create or update contacts.
  • Prevent duplicate leads by email.
  • Prevent duplicate contacts by email.

Choose Your License:

Pay Yearly and Save 40%

Enterprise

$499/ year*

Use on up to 25 WordPress Sites
1 Year of Support & Updates
Priority Email Support
Professional

$199/ year*

Use on 1 WordPress Site
1 Year Support & Updates
Basic Email Support
Business

$299/ year*

Use on up to 5 WordPress Sites
1 Year Support & Updates
Priority Email Support

* Prices listed are in USD. Prices are for a 12 month term only. You may cancel your subscription at any time. Active subscription license required for continued software updates and support access. All purchases are subject to our terms and condition of use.

Pay Month-to-Month

Enterprise

$79/ month*

Use on up to 25 WordPress Sites
1 Month Support & Updates
Priority Email Support
Professional

$29/ month*

Use on 1 WordPress Site
1 Month Support & Updates
Basic Email Support
Business

$49/ month*

Use on up to 5 WordPress Sites
1 Month Support & Updates
Priority Email Support

* Prices listed are in USD. Prices are for a 1 month term only. You may cancel your subscription at any time. Active subscription license required for continued software updates and support access. All purchases are subject to our terms and condition of use.

Click Below to See it in Action

 

Reviews

  • Powerful Plugin

    A powerful plugin to integrate WordPress with Microsoft Dynamics CRM. This plugin allowed us to easily setup a webform on our WordPress website to capture leads in Dynamics 365. Simple and easy-to-use!

    1 of 2 people found this review helpful.

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