readme.md

Zero BS CRM - Code Examples for Developers

This is the public repository for integration code examples relating to Zero BS CRM. If you're not a developer, try the homepage: https://zerobscrm.com, or the Knowledgebase.

Pre-requisites

The guides contained in this repo require a basic knowledge of PHP and WordPress programming conventions. They're provided without guaranteed support, to use at your own risk. Please do join the community slack if you're having issues, but bear in mind that's not the place for general code tutorage.

... with that over, here're the current CRM Code Examples & Developer resources:

• API Documentation
• Knowledgebase

Code Examples

Adding custom tabs to Contact View

This code example adds a custom tab to your Zero BS CRM Contact View, by way of a custom WordPress plugin.

• File: examples/custom-contact-vitals-tab-plugin.php
• Full Guide

Adding a page to the client portal

This code example adds a custom page to the client portal, by way of a custom WordPress Plugin.

• File: examples/custom-client-portal-page.php

Add First and Last Name to WordPress registration Page

This code example adds first and last name inputs to the default WordPress registration page, via a custom WordPress plugin.

• File: add-first-name-last-name-to-wp-sign-up-form.php

Updates

This repository will be updated as we build out further guides for our CRM integrations.