WorkZen Connector

Descripción

WorkZen Connector seamlessly integrates your WordPress forms with WorkZen CRM, automatically capturing and syncing leads from popular form plugins, and allows you to add stunning floating action buttons for phone calls, WhatsApp, contact forms, and online booking.

Supported Form Plugins:

  • The popular choices: Contact Form 7, WPForms, Gravity Forms, Elementor Forms.
  • Advanced Builders: Ninja Forms, Formidable Forms, Fluent Forms, Forminator.
  • “But wait, there’s more!”: WS Form, Caldera Forms, HappyForms, JetFormBuilder

Is your favorite form plugin missing? Let us know, and we’ll make it happen!

Key Features:

  • Easy Setup – Configure once and capture leads automatically
  • Smart Field Mapping – Automatically detects and maps common form fields, and even not so-common ones too
  • Retry Queue – Failed submissions are queued and retried automatically
  • API Testing – Test your connection before going live
  • Selective Integration – Enable only the form plugins you use (we mean, if you want to)
  • Activity Log – Track all lead submissions and API responses
  • Floating Action Buttons – Customizable floating buttons for phone, WhatsApp, contact form, and online booking with stunning design and animations (So pretty!)
  • Online Booking – Let customers book appointments directly from your website with an interactive calendar and time slot selection

External Service Disclosure:

This plugin connects to the WorkZen API to submit form leads. When a user submits a form on your website, we will collect the lead’s contact information (general and metadata) and transmit it to WorkZen’s servers for processing and storage.

By using this plugin, you are responsible for ensuring compliance with applicable privacy laws and obtaining necessary user consent for data transmission.

External Services

This plugin relies on the WorkZen API service:

  • Service URL: https://api.workzen.io
  • Purpose: Submit form leads to your WorkZen CRM account
  • Data Transmitted: Contact information from form submissions (names, email, phone, address, message)
  • Privacy: You are responsible for informing users about data transmission and obtaining necessary consent

For questions about data handling and privacy, please contact WorkZen at https://workzen.io

Capturas

  • How to get the API Integration Key from WorkZen account settings
  • Floating button in action

Instalación

  1. Upload the workzen-connector folder to the /wp-content/plugins/ directory, or download and install via the WordPress plugins screen
  2. Activate the plugin through the ‘Plugins’ menu in WordPress
  3. Go to WorkZen Configuration in your WordPress admin
  4. Enter your Integration Key from your WorkZen account
  5. Configure which form integrations you want to enable
  6. Test your connection using the API Testing buttons
  7. Enjoy automatic lead capture, and never miss a lead again!

Preguntas frecuentes

Where do I get my Integration Key?

Log in to your WorkZen account and navigate to Settings Integrations WordPress to generate your integration key. See the first screenshot for guidance.

Which form plugins are supported?

See the updated list in the Description section above. If your favorite form plugin is missing, please contact us!

What happens if the API request fails?

Failed requests are automatically added to a retry queue and will be retried up to 3 times at 5-minute intervals.

Can I test the connection before going live?

Yes! The Configuration page includes “Test API Connection” and “Send Test Lead” buttons to verify your setup.

What data is sent to WorkZen?

The usual suspects: name, email, phone, address, message, and any additional metadata we may capture from the form submission.

Is my data secure?

All data is transmitted over HTTPS to the WorkZen API. The plugin uses WordPress’s built-in wp_remote_post() function for secure API communication.

How do I enable the floating action buttons?

Go to WorkZen Floating Buttons in your WordPress admin. Enable the master toggle, then configure individual buttons (Phone, WhatsApp, Contact Form, Online Booking) and customize the design (size, icon, color, position).

Can I customize the floating button colors and size?

Yes! Choose from 3 sizes (32px, 64px, 128px), select from our professional icons, and pick any color – the plugin automatically generates a beautiful gradient darker for depth.

Can I use different phone numbers for Call and WhatsApp?

Absolutely! The plugin allows separate phone numbers for the call button and WhatsApp button, giving you complete flexibility.

Will the floating buttons work on mobile devices?

Yes! The buttons are fully responsive and work perfectly on all devices. Tooltips are desktop-only for a cleaner mobile experience.

Can customers book appointments directly from my website?

Yes! Enable the Online Booking button in WorkZen Floating Buttons. Customers can select services, choose dates/times based on your availability, and submit booking requests directly to your WorkZen CRM.

Reseñas

No hay reseñas para este plugin.

Colaboradores y desarrolladores

“WorkZen Connector” es un software de código abierto. Las siguientes personas han colaborado con este plugin.

Colaboradores

Traduce “WorkZen Connector” a tu idioma.

¿Interesado en el desarrollo?

Revisa el código , echa un vistazo al repositorio SVN , o suscríbete al log de desarrollo por RSS .

Registro de cambios

1.9.6

  • Added four powerful shortcodes for embedding forms and schedulers anywhere on your site
  • New [workzen-lead-form] shortcode – embed the contact form directly in page content
  • New [workzen-scheduler] shortcode – embed the full booking calendar inline
  • New [workzen-lead-form-button] shortcode – button that opens contact form in modal
  • New [workzen-scheduler-button] shortcode – button that opens booking scheduler in modal
  • Added comprehensive “Embedded Forms” tab in admin with usage instructions and examples
  • All shortcodes support customizable titles, descriptions, button text, and CSS classes
  • Shortcodes work independently from floating buttons for maximum flexibility
  • Complete French Canadian translations for all new features
  • Enhanced documentation with code examples in both English and French

1.9.1

  • Fixed French Canadian translation locale code (was “fr_CAfr_CA”, now correctly “fr_CA”)
  • Restored load_plugin_textdomain() for local development and custom translations
  • Updated translation file headers to version 1.9.1

1.9.0

  • Added complete French Canadian (fr_CA) translation for the entire plugin interface
  • Made all form default values language-aware (automatically in French or English based on site language)
  • Added translator comments for all strings with placeholders for better translation quality
  • Fixed WordPress coding standards issues for i18n functions
  • Removed deprecated load_plugin_textdomain() call (WordPress handles translations automatically)

1.8.5

  • Replaced subtle wiggle animation with 4 new attention-grabbing options: Swing, Wobble, Spin, and Jello
  • Added “Stop animating on first interaction” option to prevent button animations after user engagement
  • Fixed asset versioning to use plugin version instead of hardcoded values for proper cache busting
  • Enhanced animation system with better noticeable effects for improved user engagement
  • Added a timed contact form modal opening option for better lead capture

1.8.2

  • Enhanced online booking to send visit requests directly to your WorkZen account
  • Customers can now request visits with job type, preferred date/time, and duration
  • Booking requests appear in your WorkZen dashboard for approval
  • Improved booking data capture with complete customer information
  • Better integration between WordPress booking form and WorkZen CRM

1.8.0

  • Added online booking feature to floating buttons
  • Multi-step booking flow with job type selection, date picker, and time slots
  • Smart calendar that respects business hours and booking window
  • Configurable time slot intervals (15 min, 30 min, hourly)
  • Customizable booking window (1-365 days ahead)
  • Separate phone numbers for Call and WhatsApp buttons
  • Individual tooltips for all floating action buttons
  • Fixed booking modal properly closing and resetting floating menu
  • Added calendar navigation restrictions to booking window
  • Black button styling with strong theme override for consistency
  • Added minification for front-end CSS/JS assets (40% file size reduction)
  • Updated asset versioning to use plugin version for better cache busting

1.7.2

  • Fixed critical bug where settings were being reset when switching between admin tabs
  • Fixed API connection testing functionality
  • Fixed missing WorkZen logo on admin pages
  • Improved code structure and plugin stability

1.7.0

  • Added floating action buttons with customizable design
  • Phone call button with custom phone number
  • WhatsApp button with separate WhatsApp number
  • Contact form modal with clean, modern design
  • Customizable button size (32px, 64px, 128px)
  • Icon picker with 6 professional SVG icons
  • Custom color selector with auto-generated gradient
  • Smooth animations with 180-degree rotation and icon swap
  • Desktop tooltips for better user experience
  • Organized admin settings with separate sections
  • Master enable/disable toggle for floating buttons
  • 2-column form layout with Subject field
  • Customizable thank you message

1.3.0

  • Enhanced security with proper input sanitization and escaping
  • Improved log display with formatted JSON for better readability
  • Added separate test connection endpoint to prevent empty lead creation
  • Fixed WordPress coding standards compliance
  • Enhanced URL escaping for admin links
  • Improved response validation with JSON formatting

1.2.0

  • Added smart country/state selection
  • Improved field mapping for better form compatibility
  • Added API testing functionality
  • Enhanced admin interface with modern design
  • Added request logging and queue management
  • SSL bypass option for development environments

1.0.0

  • Initial release
  • Support for Contact Form 7 and Elementor Forms