Site2CRM — AI Lead Operations

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

1. Install the plugin. The setup wizard opens.
2. Click Start free — a popup walks you through creating a Site2CRM account (or signing in). Email/password or Google.
3. Once you verify your email, your WordPress site auto-connects. No copy-pasting an API key.
4. Pick which form plugins to sync (WPForms / Contact Form 7) and run a one-click test lead.
5. 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

This plugin is the WordPress companion for the Site2CRM service (https://site2crm.io). A Site2CRM account is required for the plugin to function. Free and paid tiers are available; sign up at https://site2crm.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

Data is stored and processed by Site2CRM as described in our privacy policy: https://site2crm.io/privacy. The service in turn synchronizes the lead to the CRM you have connected (e.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

This plugin connects to the Site2CRM service (hosted by Axion Deep Labs Inc.) at https://api.site2crm.io and https://site2crm.io. Below is a complete inventory of every network call the plugin makes.

Site2CRM API (api.site2crm.io)

• 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.

Site2CRM web app (site2crm.io)

• 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. For mission-critical lead capture, configure a real system cron hitting wp-cron.php?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.