內容簡介
ContactIn 是一款 WordPress 外掛，結合聯絡表單、潛在客戶捕捉及 CRM 功能，能將網站查詢儲存於資料庫中，協助管理潛在客戶從捕捉到後續跟進的整個流程。
【主要功能】
• WordPress 聯絡表單建構器
• 潛在客戶捕捉與聯絡管理
• 統一的提交收件箱
• Salesforce CRM 整合
• 聯絡歷史與內部備註
• 分析與報告功能
外掛標籤
開發者團隊
② 後台搜尋「ContactIn – Contact Form, Lead Capture, CRM & Salesforce Integration」→ 直接安裝（推薦）
原文外掛簡介
ContactIn is a WordPress contact form, lead capture and inbox CRM plugin that stores website enquiries in your database and helps you manage leads from capture to follow-up.
Build contact forms with Gutenberg, Elementor or shortcode, automatically capture contacts, organise submissions in a unified inbox, classify enquiry intent, track activity and connect website leads with Salesforce CRM.
Unlike a basic contact form that relies mainly on email notifications, ContactIn creates a searchable contact form database and contact history inside WordPress. Your team gets one workflow for capturing enquiries, managing contacts, following up leads and connecting customer information with CRM workflows.
Contact Form, Lead Capture & CRM in One Plugin
ContactIn brings together the tools businesses commonly need after someone submits a website enquiry:
WordPress contact form builder
Lead capture and contact management
Contact form database storage
Unified submission inbox
WordPress CRM workflow
Salesforce CRM integration
Lead and enquiry classification
Contact history and internal notes
Analytics and reporting
SMTP and email delivery monitoring
Spam protection
Reliable submission processing
Whether you need a WordPress contact form with database storage, a simple CRM workflow for website enquiries or Salesforce integration, ContactIn keeps the process connected from form submission to follow-up.
WordPress Contact Form with Database Storage
Create contact forms and keep every website enquiry organised inside WordPress.
ContactIn supports:
Native Gutenberg block
Elementor widget
[contactin_form] shortcode
Configurable form fields
Form validation
Responsive forms
Multiple form profiles
Consent fields
Google reCAPTCHA protection
Instead of depending only on email notifications, ContactIn can store contact form submissions in your WordPress database.
This gives you a searchable record of website enquiries and reduces the risk of important leads becoming difficult to find in an email inbox.
WordPress Lead Capture & Contact Management
ContactIn turns contact form submissions into organised contact records.
When someone submits a form, ContactIn can automatically capture the contact and maintain information associated with their enquiries.
Contact management features include:
Automatic contact capture
Contact profile updates
Phone number normalisation
Duplicate detection
Contact history
Submission context
Search and filtering
Status management
Internal notes
CSV and JSON export
This creates a practical lead capture workflow for businesses that want to manage website contacts without manually transferring every enquiry into spreadsheets or separate systems.
WordPress CRM & Unified Inbox
ContactIn provides CRM-style contact and enquiry management directly inside WordPress.
The unified inbox brings contact form submissions into one searchable workspace where teams can review and manage incoming enquiries.
Inbox features include:
Search and filtering
Read and unread status
Archive and spam status
Bulk actions
Internal notes
Contact context
Duplicate submission detection
Submission history
CSV and JSON exports
This makes ContactIn useful for businesses looking for a WordPress CRM workflow built around website enquiries and lead capture.
Learn more about connecting WordPress forms, leads and CRM workflows:
WordPress Salesforce Integration
Connect ContactIn with Salesforce CRM to move website enquiries from WordPress into your customer management workflow.
When Salesforce integration is configured, ContactIn can send mapped contact form data and related information to Salesforce. This reduces manual data entry and helps teams move website leads from initial enquiry into their existing CRM process.
Salesforce CRM integration includes:
WordPress contact form to Salesforce workflows
Configurable field mapping
Contact synchronisation
Case and task related workflows
Sync status visibility
Optional attachment synchronisation
Queued processing and retry handling
Salesforce integration is optional and only operates when configured and enabled by the site administrator.
For detailed setup information, see:
Elementor & Gutenberg Contact Forms
ContactIn works with common WordPress page-building workflows.
Gutenberg
Use the native ContactIn Gutenberg block to add a contact form directly through the WordPress block editor.
Elementor
Use the ContactIn Elementor widget to place contact forms within Elementor pages.
Shortcode
ContactIn also provides the following shortcode:
[contactin_form]
This allows forms to be placed in pages, posts and other shortcode-compatible areas.
Lead & Enquiry Intent Classification
ContactIn helps teams understand why a visitor contacted the business.
Submissions can be classified using keyword-based intent rules such as:
Sales
Support
Feedback
Complaints
Questions
Industry-specific profiles help adapt classification to different types of organisations.
Profiles can support businesses in areas such as:
SaaS and software
E-commerce
Professional services
Healthcare
Education
Hospitality
Banking and financial services
Insurance
Legal services
Real estate
Construction
Automotive
Logistics
Telecom
Travel
Intent classification helps teams organise incoming enquiries and identify the type of follow-up that may be required.
Contact Form Analytics & Reporting
ContactIn provides visibility into website enquiry activity rather than treating each form submission as an isolated email.
Analytics and reporting can help you monitor:
Form submissions
Submission trends
Lead and enquiry activity
Response performance
Delivery status
This helps businesses understand how website enquiries are being received and handled.
SMTP & Reliable Contact Form Delivery
A lead capture workflow depends on reliable submission processing and email notification.
ContactIn includes queue-based processing designed to improve reliability when handling website enquiries.
Reliability features include:
Submission queue
Automatic retries
Duplicate processing protection
Dead-letter queue support
Stuck-item recovery
Operational logs
Email delivery visibility
ContactIn also provides SMTP configuration and email delivery tools, including:
SMTP configuration
HTML email templates
TLS/SSL support
Email delivery logs
SPF, DKIM and DMARC checks
Retry handling
You can configure ContactIn to use a supported SMTP service or mail server.
WordPress Contact Form Spam Protection
ContactIn provides multiple layers of protection against unwanted contact form submissions.
Spam protection includes:
Google reCAPTCHA v3
Honeypot protection
Rate limiting
Baseline throttling
Protection can be configured according to the requirements of the website.
Who Is ContactIn For?
ContactIn is designed for organisations that receive enquiries, leads or support requests through WordPress.
It can be useful for:
SaaS and software businesses
Consultants
Professional services
Digital agencies
E-commerce businesses
Healthcare organisations
Education providers
Hospitality businesses
Financial services
Insurance businesses
Legal services
Real estate businesses
Construction and home services
Automotive businesses
Logistics businesses
Telecom providers
Travel businesses
ContactIn is particularly useful when you want to combine a WordPress contact form, lead capture, database storage, contact management and CRM integration within one workflow.
ContactIn Free
ContactIn includes a broad set of contact form, lead capture and contact management capabilities.
Features include:
Contact form builder
Multiple form profiles
Gutenberg block
Elementor widget
Shortcode
Contact form database storage
Unified inbox
Contact management
Keyword-based intent classification
Industry profiles
Analytics dashboard
Spam protection
SMTP tools
Queue reliability
Consent capture
Automatic contact capture
CSV and JSON export
Additional capabilities and integrations may be available through ContactIn Pro.
Learn more about ContactIn:
Source Code and Build Assets
Public source snapshots and release packages for this plugin are available at:
https://github.com/bizjaved/contactin-release
https://github.com/bizjaved/contactin-release/releases
This plugin includes human-readable source for distributed minified assets in assets/src/js/ and assets/src/css/.
External Services
ContactIn only connects to external services when those services are configured or enabled by the site administrator.
Salesforce CRM
Salesforce CRM is used for optional CRM synchronisation.
When Salesforce integration is configured, data sent to Salesforce may include mapped contact form fields, information required for synchronisation and optional attachment content when attachment synchronisation is enabled.
Salesforce integration is inactive unless configured and enabled by the site administrator.
Salesforce Privacy Statement:
https://www.salesforce.com/company/privacy/
Salesforce Agreements:
https://www.salesforce.com/company/legal/agreements/
Google reCAPTCHA
Google reCAPTCHA may be used for optional contact form spam protection.
reCAPTCHA is only active when configured and enabled in ContactIn settings.
Google Privacy Policy:
https://policies.google.com/privacy
Google Terms:
https://policies.google.com/terms
SMTP Provider
ContactIn can send notification emails through an SMTP service configured by the site administrator.
Information required to deliver an email may be transmitted to the SMTP provider selected and configured by the website administrator.
The privacy policy and terms applicable to SMTP processing depend on the SMTP provider selected by the administrator.
Privacy
ContactIn may process information submitted through website forms, including:
Form field data
Submission timestamps
Routing and processing metadata
IP address and user agent information used for security and anti-spam functions
Form submission information is stored in the website’s WordPress database.
Information is only sent to optional external services when those services are configured or enabled by the website administrator.
Website administrators are responsible for configuring ContactIn and their website in accordance with applicable privacy and data protection requirements.
Documentation & Guides
ContactIn
WordPress CRM Integration
WordPress Salesforce Integration
