How to integrate Caldera Forms to LionDesk CR
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Advanced Form Integration plugin allows you to integrate Caldera Forms to ActiveCampaign. When a user fills a form on your website, the plugin will send the data to your ActiveCampaign account and create a contact in the preferred list, Deal and Note. You can also add custom merge fields and tags.
Before start, you are required to save the URL & API Key in plugin settings.
Once URL & API keys are saved you can start creating new integration. Click on Add New under AFI menu, New Integration page will appear.
A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one when there is multiple integrations setup.
Select Caldera Forms in Form Provider dropdown. Caldera Forms plugin must be installed and activated otherwise you won’t see it listed. After selecting Caldera Forms, all forms built under Caldera Forms will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.
Select ActiveCampaign [PRO] in Platform dropdown.
The first 3 dropdown lists will be auto-populated for available account, automation and contact lists. Skip the fields that not needed. Finally, click the Save Integration button.
Please check the documentation on Conditional Logic .
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