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The WordPress CRM Plugin now integrates four powerful tools—Review Widgets, Calendars, Surveys, and Quizzes—directly into your WordPress site. This allows you to build fully integrated, conversion-focused websites while keeping all your data synchronized with your CRM platform. You can deploy these features across popular page builders like Gutenberg, Elementor, and Divi, ensuring a consistent brand experience.

What is the Support for Reviews, Calendars, Surveys & Quizzes?

The CRM Plugin creates a bridge between your WordPress site and your CRM account. With this expanded support, you can now place CRM-configured Review Widgets, Calendars, Surveys, and Quizzes directly onto your pages. These elements render using the settings you've defined within your CRM and automatically sync all data back to your connected account, eliminating the need for separate plugins or manual embed codes.

Key Benefits

Unified Workflow: Manage your embedded content from the plugin interface while all configuration and data remain securely in your CRM.
Simplified Setup: Connect your WordPress site to your CRM account once, and all supported features are immediately ready to use.
Brand Consistency: Maintain the fonts, colors, and styles defined in your CRM across all pages and sites where you embed these tools.
Reduced Plugin Clutter: Avoid managing multiple third-party plugins by using the official blocks and shortcodes provided.
Easy Collaboration: Team members without technical expertise can easily add calendars, surveys, quizzes, and reviews to pages without writing any code.
Reliable Data Sync: All submissions, bookings, and responses are automatically sent to your CRM, keeping your analytics and follow-up processes centralized.

Review Widgets

Review Widgets allow you to display customer testimonials and social proof on your site to build trust and improve conversion rates. To use them, first create and customize the widget within your CRM. Then, in your WordPress admin area, navigate to the CRM section and select Reviews. Choose the widget you want to embed and copy its shortcode. Paste this shortcode into any section or column within your page editor. When you publish the page, the reviews will appear with all the filters and styling you configured in your CRM.

Tip: Use review carousels on your homepage and static grids on service pages for easy reading. You can place multiple widgets on a single page by using a separate shortcode for each one.

Calendars

Embedding a calendar lets visitors schedule appointments directly on your website, reducing booking friction. Set up your calendar's availability, team assignments, and confirmation settings within your CRM. In your WordPress admin, go to the CRM section and select Calendars. Choose the calendar to embed and copy its shortcode. Insert this shortcode into the desired location on your page and publish it. All appointments will be routed directly to your connected CRM account.

Tip: Position calendars near call-to-action buttons and keep the surrounding content minimal to focus attention on booking. For pages with multiple service calendars, use a distinct shortcode for each and add clear headings.

Surveys

Surveys are ideal for collecting structured feedback, measuring customer satisfaction (like NPS), or qualifying leads. Build your survey, including questions, logic, and completion actions, within your CRM. In WordPress, navigate to the CRM section and select Surveys. Copy the embed code for your survey and place it on your page. Preview the page to check its responsiveness, then publish it. All responses and analytics will be available in your CRM for follow-up and reporting.

Tip: Keep surveys short and use progress indicators. Consider placing them on thank-you pages or within blog posts to gather contextual insights.

Quizzes

Quizzes create engaging, interactive experiences that can capture leads. You can segment contacts based on their quiz results and trigger specific automations in your CRM. Create the quiz, including questions, scoring, outcomes, and result pages, in your CRM. In your WordPress admin, go to the CRM section and select Quizzes. Embed the quiz using the provided shortcode and publish the page. All quiz completions will sync to your CRM, where you can use the outcomes to trigger automated workflows.

Tip: Use quizzes on top-of-funnel pages and pair them with a clear incentive. Design outcome-based calls-to-action that direct users to the most relevant next step.

Frequently Asked Questions

Q: Where is the data from submissions, bookings, and quiz results stored?
A: All data is stored securely in your CRM account. WordPress only displays the embedded interface.

Q: Can I add more than one calendar or review widget to a single page?
A: Yes. You can place multiple instances by using a unique block or shortcode for each one. For optimal performance, keep the page layout simple.

Q: Is this compatible with page builders like Elementor and Divi?
A: Yes. You can use the shortcode element or widget provided by your page builder, or the Gutenberg blocks where available.