Chat & Forms Integration for OkoCRM (Unofficial)

Descripció

Chat & Forms Integration for OkoCRM (Unofficial) is a third-party plugin that allows you to embed OkoCRM chat and form widgets into your WordPress website without writing code.

This plugin is not affiliated with, endorsed by, or sponsored by OkoCRM.

It provides a convenient way for site owners already using OkoCRM to load chat and form widgets through the WordPress admin interface and display them on the frontend.

Form widgets are loaded at the exact shortcode position as required by the external service implementation. This is necessary for correct widget initialization and rendering.

Key Features

  • Global loading of the OkoCRM chat widget.
  • Form widget embedding via shortcode.
  • Automatic normalization and sanitization of widget identifiers.
  • Secure REST API implementation (nonces, capability checks).
  • The plugin stores only widget IDs and shortcode labels – no customer data is stored.

The plugin does not replace OkoCRM; it only provides frontend integration capabilities for existing OkoCRM customers.

External Services

This plugin connects to external services provided by OkoCRM in order to load and display chat and form widgets.

When a chat widget or form widget is displayed, the plugin loads JavaScript files from the following domains:

  • https://chat.okocrm.com
  • https://forms.okocrm.com

These JavaScript files are required for the widgets to function. When a visitor loads a page containing a widget, the following data may be transmitted automatically by the visitor’s browser to OkoCRM’s servers:

  • IP address of the visitor
  • Browser information (User Agent)
  • The URL of the page where the widget appears (Referer)
  • A widget identifier required to load the correct widget configuration

This data is transmitted by the visitor’s browser directly to OkoCRM servers as part of loading the external widget scripts. The plugin itself does not actively collect or transmit this data.

No other personally identifiable information is collected or transmitted by the plugin itself.

The external services are operated by the following data controller:

OOO “Vebion”
OGRN 1227200006120
INN/KPP 7203536311/720301001
625003, Tyumen region, Tyumen, Respubliki St. 14, office 7-303
(Operator of personal data under Russian Federal Law 152-FZ)

Legal documents governing the processing of data and use of OkoCRM services:

  • Privacy Policy (Personal Data): https://okocrm.com/personal-data/
  • Terms of Service / User Agreement: https://okocrm.com/user-agreement/

Use of the plugin requires access to these external services, as OkoCRM widgets cannot function without loading remote scripts.

Captures

  • Admin panel – Chat widget configuration.
  • Admin panel – Forms list.
  • Admin panel – Creating a form widget.
  • Example of a form rendered via shortcode.

Instal·lació

  1. Upload the plugin files to /wp-content/plugins/chat-and-forms-integration-for-okocrm/.
  2. Activate the plugin through the Plugins -> Installed Plugins menu.
  3. Open the OkoCRM settings section in the WordPress admin panel.
  4. Configure the chat widget or register form widgets.
  5. Embed forms using the shortcode [cfio_form name="your-form-name"].

PMF

Is this an official OkoCRM plugin?

No. This is an unofficial, independently developed plugin.

Does the chat widget load on every page?

Yes. The chat widget is loaded globally on the frontend when configured.

Are form widgets loaded everywhere?

No. Form widgets load only on pages where the [cfio_form] shortcode is present and only at the shortcode position.

Does the plugin validate and sanitize widget data?

Yes. Only required widget identifiers are extracted and sanitized.

Does the plugin store any CRM or visitor data?

No. Only widget IDs and shortcode labels are stored for rendering purposes.

Ressenyes

No hi ha ressenyes per a aquesta extensió.

Col·laboradors i desenvolupadors

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Registre de canvis

1.0.0

  • Initial release.
  • Chat widget integration.
  • Form widget embedding via shortcode.
  • Widget identifier extraction and sanitization.
  • Secure REST API.
  • Admin UI for managing chat and form widgets.