About this plugin
Keep WPForms, Gravity Forms, Elementor Forms, or Contact Form 7. Site2CRM layers lead operations on top — no migration, no retraining, no rebuild. Every submission is captured, qualified, routed, and synced to your CRM in real time, including after hours and weekends.
Stop wiring webhooks. Stop losing leads at 9pm.
How it works
- Install the plugin. The setup wizard opens.
- Click Start free — a popup walks you through creating a Site2CRM account (or signing in). Email/password or Google.
- Once you verify your email, your WordPress site auto-connects. No copy-pasting an API key.
- Pick which form plugins to sync (WPForms / Contact Form 7) and run a one-click test lead.
- Embed Site2CRM-hosted forms / AI chat / booking pages anywhere on your site with a single shortcode or copy-paste snippet — generated and revealed inside the WordPress admin.
Requires a Site2CRM account
io). A Site2CRM account is required for the plugin to function. io.
Data Flow & Privacy
The plugin processes form submissions by securely transmitting lead data from your WordPress forms to the Site2CRM service over HTTPS. No data is transmitted until a visitor submits a form. The plugin does not collect, store, or transmit visitor data outside of explicit form submissions, and does not include any analytics or tracking that runs without user-initiated input.
Data transmitted on each submission may include:
- Lead contact fields (name, email, phone, company) as collected by your form
- Custom form fields the visitor filled in
- Submission metadata: source form name and ID, originating page URL, referrer URL, UTM parameters
- WordPress admin email (used by the service to send delivery-failure notifications to the site owner)
- Timestamp of submission
io/privacy. g. HubSpot, Salesforce, Pipedrive, Nutshell, Zoho).
Visitors should be informed of this data flow via your site’s privacy policy. The plugin includes optional GDPR-style consent helpers for adapters that do not ship their own.
External Services
io. Below is a complete inventory of every network call the plugin makes.
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- GET /api/public/wordpress/ping — verifies the configured organization key when you click Test connection.
- POST /api/public/wordpress/leads — submits each form lead captured on your WordPress site (one POST per submission, with an idempotency key so retries can’t duplicate).
- GET /api/public/wordpress/dashboard — populates the Forms / AI Chat / Calendar / Analytics admin submenus with your hosted items + 30-day usage counts. Cached locally for 5 minutes.
- POST /api/public/wordpress/forms, /widgets, /booking-pages — the inline “quick create” buttons in empty submenus.
Form-widget endpoints (loaded by visitors who view a page where you’ve embedded a Site2CRM form via the [site2crm-form] shortcode):
- GET /api/public/forms/widget.js — the form-widget JavaScript bundle.
- GET /api/public/forms/config-by-form-key/{form_key} — fetches the form configuration for rendering. Authenticates with the per-form form_key, NOT your org key (so view-source is safe).
- POST /api/public/leads — visitor’s form submission.
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- https://site2crm.io/wp-connect?wp_state=...&wp_callback=... — opened in a popup when you click Get started in the setup wizard. Used to create a Site2CRM account and link this WordPress install in one step.
- POST {wp_callback_url} (received by THIS plugin’s REST endpoint, called BY Site2CRM after email verification) — the inbound side of the deep-link handshake.
What the plugin does NOT do
- No analytics, tracking pixels, or telemetry.
- No external requests until you have entered an organization key (or completed the wizard).
- No third-party CDNs for plugin code — JavaScript and assets are served from your WordPress install or, for the embedded widget, from api.site2crm.io.
Retry timing note: WordPress’s built-in scheduler (WP-Cron) only fires when your site receives traffic. On low-traffic sites, retries may be delayed until the next visitor arrives. doing_wp_cron.
First-attempt submissions (the 99% path) are not affected.
- Site2CRM Terms of Service: https://site2crm.io/terms
- Site2CRM Privacy Policy: https://site2crm.io/privacy
Trademarks
WPForms is a trademark of Awesome Motive, Inc. Gravity Forms is a trademark of Rocketgenius, Inc. Elementor is a trademark of Elementor Ltd.
Ninja Forms is a trademark of Saturday Drive, Inc. Fluent Forms is a trademark of WPManageNinja LLC. Formidable Forms is a trademark of Strategy11.
HubSpot is a trademark of HubSpot, Inc. Salesforce is a trademark of Salesforce, Inc. Pipedrive is a trademark of Pipedrive OÜ.
Nutshell is a trademark of Nutshell, Inc. Zoho is a trademark of Zoho Corporation. WordPress is a trademark of the WordPress Foundation.
Mention of these names does not imply affiliation or endorsement.