Easy Install Solar Forms

Easy Install Solar Forms connects a WordPress site to an Easy Install Solar CRM workspace. Administrators can load forms created in the workspace and embed a selected booking or service-request form in a page or post with the [easyinstallsolar_form] shortcode.

An Easy Install Solar CRM account, a workspace with the WordPress integration enabled, and an API key are required. The plugin does not create a CRM account or forms by itself.

Configure the connection under Settings > Easy Install Solar Forms. Successful form manifests are cached for 15 minutes. Administrators can refresh the cache manually from that settings screen.

Learn more at Easy Install Solar CRM

External service

This plugin connects to the Easy Install Solar CRM service, which is provided and operated by Easy Install Solar.

The service is used for two purposes:

• When an administrator saves connection settings, manually refreshes forms, views the plugin settings screen without a cached manifest, or a shortcode needs an expired manifest, WordPress sends an HTTPS POST request to the configured workspace. The request includes the workspace API key in the X-Easy-Install-Solar-API-Key HTTP header and normal request metadata generated by the web server and WordPress HTTP API, such as the requesting server IP address and user agent. The service returns active form IDs, names, types, and secure embed URLs. The API key is not placed in the request URL.

• When a visitor views a page containing an embedded form, the visitor’s browser loads that form from the configured Easy Install Solar CRM workspace. A submission sends the fields displayed by the form to the service. Depending on the form type, this can include the visitor’s full name, email address, phone number, company name, job address, preferred date, preferred time, and message. Normal web requests may also expose the visitor’s IP address and browser user agent to the service and its hosting infrastructure. A successful submission is stored as a job record in the connected CRM workspace.

The service requires an Easy Install Solar CRM account and API key. If it is unavailable, cached manifests continue to work until WordPress expires them; refreshes fail with a generic error, and the embedded form may be unavailable. The plugin does not control web-server log retention.

Submitted records remain in the connected CRM workspace until the workspace operator deletes them or applies its own retention practices.

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Privacy

The plugin adds suggested text to WordPress’s Privacy Policy Guide. Site owners should review and adapt that text to disclose the embedded form, their purpose for collecting submissions, their retention period, and the Easy Install Solar service.

The plugin stores the CRM workspace URL and API key in the WordPress options table and caches the non-secret form manifest in a WordPress transient for 15 minutes. It does not create tracking cookies or analytics. See the External service section for data sent to Easy Install Solar CRM.