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② 後台搜尋「365 CRM – Instant Lead Alerts for Contact Forms」→ 直接安裝（推薦）
原文外掛簡介
Get instant new lead alerts on your phone and via email from WordPress contact forms, with per-form CRM labels and one-touch follow-ups via 365 CRM.
365 CRM Integration for WordPress
365 CRM connects to popular WordPress contact forms to give you instant alerts of new leads, so you can get in touch with them via WhatsApp, SMS, email, or phone call within seconds.
It also offers lead management, follow-up reminders, and one-touch calls, WhatsApp, SMS, iMessage, and emails from the 365 CRM mobile app.
365 CRM works with popular WordPress contact forms such as Contact Form 7, WPForms, Elementor Forms, Gravity Forms, Ninja Forms, Fluent Forms, Formidable Forms, Everest Forms, Forminator, MetForm, Divi and Houzez.
Per-form CRM labels
If one plugin powers several forms (for example 5 Contact Form 7 forms), you can set a unique CRM label for each individual form. Every lead sent to 365 CRM carries both your global Website Name (cf_reference) and that form’s label (label), so you always know exactly which form a lead came from. Leave a label empty to use the form title automatically.
External services
This plugin relies on the 365 CRM service (https://www.365crm.io/). A free or paid 365 CRM account is required.
When you save the plugin settings, your Account Token is verified against https://api.365crm.io/.
When a visitor submits a linked contact form, the submitted form fields together with your Account Token, Website Name, form name and per-form label are sent to https://api.365crm.io/ so 365 CRM can deliver your new-lead alert.
365 CRM Terms of Service: https://www.365crm.io/terms-conditions
365 CRM Privacy Policy: https://www.365crm.io/privacy-policy
This plugin connects your site to the 365 CRM service (https://www.365crm.io/) and requires a free or paid 365 CRM account:
See our WordPress integration guide for details.
