Overview

The advanced Form Integration plugin allows you to integrate Contact Form 7 with ClinchPad. When a user fills out a form on your website, the plugin will send the data to your ClinchPad account and create a contact.

2 Sample Contact Forms

Supported Features

  • Create new leads, organizations, contact, note, and product.

Requirements

  • Make sure that the Advanced Form Integration plugin is installed and activated.
  • The feature is supported under the free license so no payment is needed. Enjoy!
  • Read plugin documentation for Contact Form 7 and ClinchPad CRM. It is not required but helpful for better understanding.

Set up ClinchPad API Connection

Before starting, you are required to set up the ClinchPad API connection in plugin settings.

  1. Go to the WordPress admin area, and click AFI > Settings.
  2. Turn on ClinchPad and save. Open the ClinchPad tab.
  3. Go to your ClinchPad account. Then go to Profile > Settings > Integrations & API. Click on show full and copy the API Key.
  4. Paste the key in the API Key input box and click Save Changes.

Create New Integration

Once the API connection is done you can start creating new integration. Click on Add New under the AFI menu, New Integration page will appear.

Title

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.

Trigger

Select Contact Form 7 in the Form Provider dropdown. Contact Form 7 plugin must be installed and activated otherwise you won’t see it listed. After selecting Contact Form 7, all forms built under it will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.

Contact Form 7 – Trigger setup

Action

Select ClinchPad in the Platform dropdown.

ClinchPad-Action
ClinchPad CRM – Action

Map Fields

The Map Fields section will appear where you’ll be able to determine which fields to send. Map Email, First Name, Last Name, etc. fields with similar fields in the sender platform. Finally, click the Save Integration button.

ClinchPad – Map fields

Conditional Logic

Please check the documentation on Conditional Logic.

Frequently asked questions

Troubleshooting

Still, need help?

Reach our support team at [email protected]

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