Every lead your website captures should land in your CRM automatically. This free WordPress connector sends form entries, users and WooCommerce customers straight to your CRMax account as contacts, tags and enrols them in workflows, embeds CRMax forms and booking pages with shortcodes, and shows your CRM stats right on the WordPress dashboard.
v1.0.0 · WordPress 5.6+ · PHP 7.2+ · requires a CRMax account (free account available) · on the official WordPress.org plugin directory
Enter your CRMax API token once and the connector runs quietly in the background. Every form submission from Contact Form 7, WPForms, Gravity Forms, Elementor Pro Forms or Fluent Forms becomes a CRMax contact - name, email, phone and company are detected automatically, and anything else you collect is kept as custom fields so nothing is lost. No mapping screens to configure, no copy-paste, no missed enquiries.
New and updated WordPress users sync too, optionally tagged with their role, with a bulk Send to CRMax action to push your existing users in one go. If you run a shop, WooCommerce customers land in CRMax on every paid order - with order total and lifetime order count - using the official order API, so it is fully compatible with High-Performance Order Storage.
Give every contact from your site a default tag and drop each new one straight into a CRMax automation workflow - a welcome sequence, a lead-nurture drip, an internal alert - the moment they arrive. Then embed CRMax back into your site: drop a CRMax form, booking calendar or funnel page anywhere with a shortcode, and watch your live CRM numbers - contacts, pipeline value, revenue and upcoming bookings - from the WordPress dashboard.
This plugin is the WordPress bridge to CRMax - an all-in-one CRM and marketing automation platform. The plugin is free; it connects to your CRMax account over a secure REST API using a token you generate.
Contacts, pipelines, an email and SMS inbox, campaigns, workflows, forms, booking, funnels, reviews, courses and payments - with an AI assistant throughout.
Create a free CRMax account at crmax.au, then generate an API token under Settings, then API. Paid plans on CRMax lift the sending and storage limits - the WordPress plugin stays free.
Data travels over HTTPS to your own CRMax account using a token you control and can revoke any time. The plugin sends only the contact details your forms, users and orders provide.
Built and tested the way the WordPress.org directory expects plugins to be built.
Passes the WordPress Coding Standards with zero errors and zero warnings, and the official Plugin Check with no errors. Runtime-tested end to end in a real WordPress install.
Every sync source has its own on and off switch. A contact needs an email or phone before anything is sent, custom fields are capped, and each order or user syncs once. HPOS-safe.
An in-plugin activity log records every contact synced and any error, a one-click Test connection verifies your token, and nothing is sent until you enter a token and switch a sync on.
Upload the plugin, activate it, and open the new CRMax menu in your WordPress admin.
In CRMax go to Settings, then API, generate a token, paste it in with your CRMax URL, and click Test connection.
Turn on forms, users and WooCommerce, set a default tag, and pick a workflow to enrol new contacts in.
Drop CRMax forms, booking and funnel pages in with shortcodes, and follow your CRM stats on the dashboard.
Why it matters. Your website and your CRM stop being two separate worlds. Leads flow in automatically and are worked by CRMax automations, while your best CRMax pages appear seamlessly on your site.
Free connector plugin, now on the official WordPress.org plugin directory - a direct download is also available right here.
Free · WordPress 5.6+ · PHP 7.2+ · on the official WordPress.org plugin directory
Get it on WordPress.orgDirect download (.zip) → · Setup guide → · Create a CRMax account →
Free plugin - requires a CRMax account. Works with or without WooCommerce.
CRMax is an all-in-one CRM and marketing automation platform: contacts, sales pipelines, an email and SMS inbox, campaigns, automation workflows, forms, booking calendars, funnel pages, reviews, courses and payments, with an AI assistant throughout. It lives at crmax.au. This plugin is the WordPress connector that feeds your CRMax account from your website.
Yes. The plugin is a client for the CRMax platform, so it needs a CRMax account. A free account is available at crmax.au. Once you have one, open Settings → API, generate a token, and paste it into the plugin with your CRMax URL.
Contact Form 7, WPForms, Gravity Forms, Elementor Pro Forms and Fluent Forms. The plugin detects name, email, phone and company fields automatically and stores anything else as custom fields, so no submitted data is lost. If none of these are installed, the form sync simply stays dormant.
Three sources, each optional: form submissions from the supported form plugins; new and updated WordPress users (optionally tagged with their role, with a bulk Send to CRMax action for existing users); and WooCommerce customers when an order is paid or completed, including order total and lifetime order count. Every contact can carry a default tag and be enrolled in a CRMax workflow automatically.
Yes. Three shortcodes embed CRMax pages as responsive iframes: [crmax_form slug="..."] for a form, [crmax_booking slug="..."] for a booking calendar, and [crmax_funnel slug="..."] for a funnel or landing page. Each takes an optional height attribute.
Yes. The WooCommerce integration uses the official order API and works with High-Performance Order Storage. WooCommerce is optional - if it is not installed, that part of the plugin stays inactive.
Yes - it is published on the official WordPress.org plugin directory: install it from your WordPress dashboard under Plugins → Add New by searching for "CRMax". A direct download is also available from this page. It connects to a CRMax account, and a free account is available.
Custom CRM integrations, WordPress plugins, automations or something entirely new - this is the kind of thing we build. Tell us what you need and we'll come back with a plan and a fixed quote.