How to integrate Contact Form 7 with Copper CRM Easily

Overview

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

Supported Features

• This allows you to create a new company, person, and deal in Copper CRM. The Pro version supports custom fields and tags.

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 Copper CRM. It is not required but helpful for better understanding.

Set up Copper CRM API Connection

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

1. Go to the WordPress admin area, and click AFI > Settings.
2. Activate Copper CRM and save. Open the Copper CRM tab.
3. Go to your Copper CRM account. Then go to Settings > Integrations. Create a new API Key and copy it.
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.

Action

Select Copper CRM in the Platform dropdown.

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.

Conditional Logic

Please check the documentation on Conditional Logic.

Frequently asked questions

Troubleshooting

Still, need help?

Reach our support team at [email protected]