Leezi CRM

Description

Leezi CRM is the official WordPress plugin that connects Elementor forms to your Leezi CRM account, automatically sending form submissions via webhook so you can capture and manage leads with no manual work.

Features

• Compatible with the Elementor form widget
• Global token or individual token per form
• Conditional rules (send to different tokens based on form responses)
• Automatic capture of UTM parameters
• UTM persistence across pages (30 days)
• Logging system for debugging
• Custom field mapping
• Extra fields automatically sent as notes in the CRM

How It Works

1. Set up your Leezi CRM token (global or per form)
2. Edit a form in Elementor
3. Add the “Leezi CRM” action under “Actions After Submit”
4. Map the form fields
5. Publish and start capturing leads

Requirements

• WordPress 5.0 or higher
• PHP 7.2 or higher
• Elementor with the Forms module enabled

Supported Fields

• phone (required) – Automatically formatted
• name – Lead’s name
• email – Lead’s email
• company – Lead’s company
• message – Message/notes
• UTM fields (utm_source, utm_medium, utm_campaign, utm_term, utm_content)
• Extra fields are sent as notes in the CRM

Conditional Rules

Send leads to different tokens based on form responses:

• Equal to / Not equal to
• Contains / Does not contain
• Starts with / Ends with
• Is empty / Is not empty

The first matching rule is used. If no rule matches, the default token is used.

About the Leezi CRM service

This plugin (the WordPress integration code) is open source under the GPL license. The Leezi CRM service itself is a separate commercial SaaS platform available at leezi.com.br and requires its own account.

External services

This plugin connects to the Leezi CRM API to send lead data collected through Elementor forms. This integration is required for the plugin’s core functionality: delivering submitted form data to your Leezi CRM account.

What is the service and what is it used for:
Leezi CRM is a customer relationship management service. This plugin uses its webhook API to register new leads in your CRM account.

What data is sent and when:
Every time a visitor submits an Elementor form that has the Leezi CRM action enabled, the plugin sends the following data to https://api.leezi.com.br/api/v1/webhook/lead/{token} via an HTTPS POST request:

• Phone number (required)
• Name, email, company, message (if mapped in the form)
• UTM parameters (utm_source, utm_medium, utm_campaign, utm_term, utm_content, utm_id) when available in the URL or form
• Any additional form fields mapped by the site administrator (stored as notes on the lead)
• The HTTP header X-Form-Origin containing the origin domain of the submission

Data is only sent when a form is submitted by a visitor. No data is sent during page views or administrative actions.

Debug mode:
When debug mode is explicitly enabled by the administrator, data is sent to a custom URL configured by the administrator instead of the Leezi CRM API. Debug mode is disabled by default.

Service provider:
This service is provided by Leezi:

• Website: https://leezi.com.br
• Terms of service: https://leezi.com.br/termos
• Privacy policy: https://leezi.com.br/privacidade

By using this plugin, you acknowledge that form submission data will be transmitted to Leezi’s servers for processing.