Tips

How to Get Requests Directly to eWay-CRM Through WordPress

DID YOU KNOW THAT…

…Through WordPress you can get requests directly to eWay-CRM? Create a simple form on your web and you will see the request in your opportunities. Just do the following:

  1. Go to the WordPress administration of your web pages.
  2. Click Plugins and Add New.
  3. Search the eWay-CRM Extension for Contact Form 7 plugin, install it and Activate it.
  4. Now, a plugin is available in the Settings section. Click it and logged in using eWay-CRM credentials – web service address, username, and password.
  5. After successful login, you can decide what fields from your form will be sent to eWay-CRM and to what fields.

For more information, please watch the video.

For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

Martin Štefko
4. 3. 2020
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Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table

Tips on Better Productivity

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