Ninja Forms CiviCRM

Organizations that use CiviCRM often collect information through WordPress forms and then copy it into the CRM manually. That takes time and invites typing mistakes. This plugin removes the copying step by attaching a CiviCRM action to a Ninja Forms form, so each submission goes straight to your contact database without any coding on your part.

Once connected, you decide what each form does. It can create a new contact, update an existing one, add tags or group memberships, record notes and activities, or register someone for an event. Matching rules check for existing contacts, which helps keep the database free of duplicates. It fits nonprofits, advocacy groups and other teams that manage constituents in CiviCRM.

Features

• Create contacts from any form: Attach a CiviCRM contact action to a form and capture details such as contact type, email, phone and addresses as a new contact in your CRM.
• Automatic contact updates: Deduplication checks for an existing contact by email, name plus email, or physical address, then updates that record instead of adding a duplicate entry.
• Tags, groups and notes: Extend contact profiles with group memberships, tags and notes. Everything is set up inside Ninja Forms, so you do not need to switch to the CRM.
• Event registrations and activities: Register contacts for events and link activity types and statuses to a submission, keeping your records of participation tied to the right person.
• Connection without manual setup: The add-on connects Ninja Forms to CiviCRM once it is switched on, with no coding and no manual configuration needed to get started.
• Built-in diagnostic panel: A status panel lets you check the health of the connection between WordPress and CiviCRM, so you can spot a problem with the data flow.
• Configurable matching rules: Set the matching criteria used to find existing contacts so the dedupe behavior suits how your organization identifies people.
• Multi-select and organization support: Checkbox and multi-select fields send every selected option, and a mapped organization name can link the contact to that organization as current employer.

Best for

• Nonprofits that manage supporters in CiviCRM
• Advocacy groups collecting sign-ups and event registrations
• Teams that want form data kept out of spreadsheets