SimpliRoot – Live Chat, AI Bot, Lead Capture & Call Tracking

SimpliRoot for WordPress connects your WordPress site to SimpliRoot (https://simpliroot.com) — a marketing CRM and reporting platform. This plugin is the WordPress piece of that larger system: live chat with an AI bot, plus every lead your website produces — form submissions and phone calls — forwarded with full marketing attribution to your project’s CRM inside SimpliRoot, where your team works the leads and your campaigns are reported on.

Capture happens server-side, so it keeps working even when a visitor declines cookies, blocks JavaScript or uses an ad-blocker, and without depending on Google Tag Manager.

Live chat with an AI bot

Add a live-chat widget to your site in one click — no code to paste. Visitors chat from a bubble on your pages and your team replies from the SimpliRoot inbox. An optional AI bot answers common questions instantly, around the clock, using the context you give it — and hands off to a human when needed. The pre-chat form, GDPR consent, working hours and which pages show the widget are all controlled from your SimpliRoot panel, and every conversation is captured as a lead in your CRM. The widget loads only when you enable chat for the project.

How lead capture works

When someone submits a form on your site, the plugin reads the submitted fields — detecting the name, email and phone automatically, whatever the field names are — 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 — and each lead carries a stable id, so a retry never creates a duplicate.

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 — so you always know which campaign produced each lead.

Supported form plugins

The plugin captures leads from all the major WordPress form builders:

• Contact Form 7
• Elementor Forms
• WPForms
• Gravity Forms
• Fluent Forms

These five are captured server-side — after validation, with no dependency on JavaScript. Any other form is captured too: a custom theme form, Ninja Forms, Forminator, Formidable, and so on — 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.

Need a form plugin we don’t list yet, or a specific integration for your setup? We can build new features on request — SimpliRoot is actively developed; just tell us what you need.

Call tracking (DNI)

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 — the same way form leads are attributed.

One CRM for every lead — including Meta

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 — 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.

Token-only setup

Paste your project token and pick what to track. “Test connection” and “Send test lead” buttons confirm everything works.

Requirements

• A SimpliRoot account and a project token (free to obtain at https://simpliroot.com).
• For form capture: one of the supported form plugins listed above (or any other form — it is captured as well).

External services

This plugin is a client for the SimpliRoot service and requires an active SimpliRoot account to function. It is not usable on its own. It communicates with SimpliRoot’s API at https://app.simpliroot.com.

The following data is transmitted to SimpliRoot:

1. When you save settings or use the “Test connection” button (admin only): your project token is sent to https://app.simpliroot.com/api/leads/config/{token} to resolve and display the connected project name.

2. When a visitor submits a Contact Form 7 form (if form capture is enabled): the plugin sends to https://app.simpliroot.com/api/leads/web/{token} 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.

3. When call tracking is enabled: the plugin loads the script https://app.simpliroot.com/js/dni-router.js on your pages, which swaps displayed phone numbers and reports call attribution to SimpliRoot.

4. When live chat is enabled (in your SimpliRoot project): the plugin loads the script https://app.simpliroot.com/chat-widget.js on your pages. The widget talks to https://app.simpliroot.com/api/chat/{token}/* — it sends the messages a visitor types, an anonymous visitor token stored in the browser, the page URL and referrer, and the browser user-agent, so the conversation can be shown to your team and answered. Which pages show the widget is controlled from your SimpliRoot panel.

5. When you click “Send test lead” (admin only): a sample lead is sent to the same lead endpoint so you can verify the connection.

Your use of the SimpliRoot service is governed by its terms and privacy policy:

• Terms of Service: https://simpliroot.com/terms/
• Privacy Policy: https://simpliroot.com/privacy/

As the site owner you are responsible for disclosing this data processing to your visitors and for obtaining any consent required in your jurisdiction.