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MiniCRM Connect

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MiniCRM Connect

by MiniCRM

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Description

MiniCRM Connect is a unified WordPress plugin that connects your WordPress site with MiniCRM. It supports various data sources including contact forms, WooCommerce orders, and LMS data.

Features:
* Connect WordPress forms to MiniCRM
* Sync WooCommerce customer and order data
* LMS integration support
* Flexible field mapping
* Real-time data synchronization

External Services

This plugin connects to the MiniCRM API service to synchronize form submissions, retrieve form configurations, and manage customer data. The plugin requires an active connection to MiniCRM’s servers to function properly.

MiniCRM API Service

The plugin connects to MiniCRM’s API servers to:
* Submit form data from WordPress contact forms (Contact Form 7, Gravity Forms, WPForms) to your MiniCRM account
* Retrieve available forms and field configurations from your MiniCRM account
* Authenticate and authorize the plugin using OAuth/JWT tokens
* Fetch lists and field schemas for smart field mapping
* Test API connectivity and validate credentials

Service Domains:
* https://r3.minicrm.at/ – Used for German locale installations
* https://r3.minicrm.one/ – Default service domain for all other locales

The domain selection is automatic based on your WordPress site’s locale setting. You can override this by defining the MINICRM_BRIDGE_BASE_URL constant in your wp-config.php file.

What Data is Sent:

The plugin sends the following data to MiniCRM’s servers:

  • Form Submission Data: When a form is submitted on your WordPress site, the plugin sends all form field data (including contact information, custom fields, and any file attachments) to MiniCRM’s /Api/Signup or /Api/Wordpress/Forms/{hash}/Submit endpoints. This includes:

    • Contact information (name, email, phone, address, etc.)
    • Custom form fields as configured in your field mappings
    • File uploads (when forms include file fields)
    • Form hash identifier
    • GDPR consent flags (when applicable)

  • Authentication Data: During the OAuth connection process, the plugin exchanges authorization codes for JWT tokens via the /Api/Wordpress/ExchangeAuthorizationCode endpoint. The JWT token is stored locally in your WordPress database and used for subsequent API requests.

  • Configuration Requests: When configuring the plugin or testing connections, the plugin makes requests to:

    • /Api/Wordpress/Forms – To retrieve available forms from your MiniCRM account
    • /Api/R3/List – To retrieve available lists
    • /Api/R3/Schema – To retrieve field definitions and schemas

When Data is Sent:

  • Form Submissions: Data is sent immediately when a visitor submits a form on your WordPress site that is configured to sync with MiniCRM
  • Configuration: Data requests are made when:
    • Admin users access the plugin’s configuration pages
    • Testing API connectivity
    • Refreshing form lists or field mappings
    • During the initial OAuth authorization flow

Data Storage:

All form submission data is stored in your MiniCRM account according to MiniCRM’s data retention policies. The plugin also stores a local copy of submitted leads in your WordPress database (if enabled) and maintains JWT authentication tokens for API access.

Service Provider:

This service is provided by MiniCRM. For more information about how MiniCRM handles your data, please review their terms of service and privacy policy:

  • Terms of Service: https://www.minicrm.one/tos/ (or https://www.minicrm.one/de/tos/ for German users)
  • Privacy Policy: https://www.minicrm.one/pp/ (or https://www.minicrm.one/de/pp/ for German users)

Data Transmission Conditions:

Data is only transmitted when:
* The plugin is properly configured with valid MiniCRM credentials
* A form submission occurs on a form that is configured to sync with MiniCRM
* An administrator accesses configuration pages that require API data
* The plugin performs scheduled or manual synchronization tasks

All data transmission occurs over secure HTTPS connections. No data is transmitted if the plugin is not configured or if forms are not explicitly set up to sync with MiniCRM.

  1. Upload the plugin files to the /wp-content/plugins/minicrm-bridge directory, or install the plugin through the WordPress plugins screen directly.
  2. Activate the plugin through the ‘Plugins’ screen in WordPress
  3. Use the Settings->MiniCRM Connect screen to configure the plugin
  4. Enter your MiniCRM API credentials and configure data mapping
What is MiniCRM?

MiniCRM is a customer relationship management platform that helps businesses manage their customer data and interactions.

Do I need a MiniCRM account?

Yes, you need an active MiniCRM account and API credentials to use this plugin.

1.0.0

  • Initial release
  • WordPress forms integration
  • WooCommerce integration
  • Basic field mapping
  • API connectivity
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