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SimpliRoot Lead Capture & Call Tracking<\/strong> connects your WordPress site to SimpliRoot<\/strong> (https:\/\/simpliroot.com) \u2014 a marketing CRM and reporting platform. This plugin is the WordPress piece of that larger system: it captures every lead your website produces \u2014 form submissions and phone calls \u2014 and forwards them, with full marketing attribution, to your project's CRM inside SimpliRoot, where your team works the leads and your campaigns are reported on.<\/p>\n\n Capture happens server-side<\/strong>, so it keeps working even when a visitor declines cookies, blocks JavaScript or uses an ad-blocker, and without depending on Google Tag Manager.<\/p>\n\n When someone submits a form on your site, the plugin reads the submitted fields \u2014 detecting the name, email and phone automatically, whatever the field names are \u2014 together with the exact page URL, any consent (acceptance) checkboxes, and the marketing attribution of that visit (UTM parameters, ad-platform click-ids and referrer). The lead is stored locally first and then delivered to your CRM. If SimpliRoot is briefly unreachable, the lead is queued and retried automatically, so nothing is lost \u2014 and each lead carries a stable id, so a retry never creates a duplicate.<\/p>\n\n Attribution recognizes UTM parameters, referrer, and 16 ad-platform click-ids automatically: Google (gclid\/gbraid\/wbraid), Microsoft, Meta, TikTok, LinkedIn, X, Pinterest, Reddit, Snapchat, Yandex, Taboola and Outbrain \u2014 so you always know which campaign produced each lead.<\/p>\n\n The plugin captures leads from all the major WordPress form builders:<\/p>\n\n These five are captured server-side \u2014 after validation, with no dependency on JavaScript. Any other form is captured too: a custom theme form, Ninja Forms, Forminator, Formidable, and so on \u2014 so a site that doesn't use one of the builders above still doesn't lose its leads. Forms already handled server-side are never double-counted, and search \/ login \/ comment forms are ignored.<\/p>\n\n Need a form plugin we don't list yet, or a specific integration for your setup? We can build new features on request<\/strong> \u2014 SimpliRoot is actively developed; just tell us what you need.<\/p>\n\n Optionally, the plugin loads SimpliRoot's dynamic-number-insertion script, which swaps the phone numbers shown on your site so that each phone call is tied back to the campaign that drove the visit \u2014 the same way form leads are attributed.<\/p>\n\n Because the plugin connects your website to your SimpliRoot project, your leads land in the same CRM as the rest of your marketing. Once connected, that CRM can also collect leads from Meta (Facebook and Instagram) Lead Ads<\/strong> \u2014 so your website forms, phone calls and Meta lead-form submissions all arrive in one place, fully attributed and ready for your team to act on.<\/p>\n\n Paste your project token and pick what to track. \"Test connection\" and \"Send test lead\" buttons confirm everything works.<\/p>\n\n This plugin is a client for the SimpliRoot<\/strong> service and requires an active SimpliRoot account<\/strong> to function. It is not usable on its own. It communicates with SimpliRoot's API at https:\/\/app.simpliroot.com<\/strong>.<\/p>\n\n The following data is transmitted to SimpliRoot:<\/p>\n\n When you save settings or use the \"Test connection\" button<\/strong> (admin only): your project token is sent to When a visitor submits a Contact Form 7 form<\/strong> (if form capture is enabled): the plugin sends to When call tracking is enabled<\/strong>: the plugin loads the script When you click \"Send test lead\"<\/strong> (admin only): a sample lead is sent to the same lead endpoint so you can verify the connection.<\/p><\/li>\n<\/ol>\n\n Your use of the SimpliRoot service is governed by its terms and privacy policy:<\/p>\n\n As the site owner you are responsible for disclosing this data processing to your visitors and for obtaining any consent required in your jurisdiction.<\/p>\n\n\n If you previously added the DNI tag through Google Tag Manager, remove it after enabling call tracking here to avoid loading it twice.<\/p>\n\n\n Yes. This plugin sends your leads to SimpliRoot and requires a project token from a SimpliRoot account.<\/p><\/dd>\nHow lead capture works<\/h4>\n\n
Supported form plugins<\/h4>\n\n
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Call tracking (DNI)<\/h4>\n\n
One CRM for every lead \u2014 including Meta<\/h4>\n\n
Token-only setup<\/h4>\n\n
Requirements<\/h4>\n\n
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External services<\/h3>\n\n
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https:\/\/app.simpliroot.com\/api\/leads\/config\/{token}<\/code> to resolve and display the connected project name.<\/p><\/li>\nhttps:\/\/app.simpliroot.com\/api\/leads\/web\/{token}<\/code> the data the visitor entered (e.g. name, email, phone and any other form fields), the state of consent checkboxes, the page URL, the referrer, the visitor's IP address and browser user-agent string, and any UTM parameters \/ ad-platform click-ids present in the visit. This is personal data and is sent so it can be stored as a lead in your CRM.<\/p><\/li>\nhttps:\/\/app.simpliroot.com\/js\/dni-router.js<\/code> on your pages, which swaps displayed phone numbers and reports call attribution to SimpliRoot.<\/p><\/li>\n\n
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Do I need a SimpliRoot account?<\/h3><\/dt>\n