Agile CRM

Author: Nasir Ahmed 112 views

Overview

The Advanced Form Integration plugin allows to integrate many popular WordPress forms with Agile CRM. When a user fills a form on your website, the plugin will send the data to your Agile CRM account and create or update Contact/Deal/Note in the preferred list.

Supported Features

  • Create a new Contact/Deal/Note with all basic (First Name, Last Name, Email etc) fields. It also allows adding the subscriber to a preferred list.

  • Update a subscriber Pro

  • Add tags Pro

  • Add custom fields Pro

     

How To Setup

Authentication

Before start, you are required to authorize your Agile CRM account on the plugin settings page.

Go to AFI > Settings > General and you will find all the supported platforms listed there. Mark Agile CRM and hit the Save Changes button at the bottom.

Now find the Agile CRM tab at the top of the settings page click on that, You will be taken to the Agile CRM settings page, where you are to provide Subdomain, REST API Key and User Eamil accordingly and click on Save Changes button. (How to find api keys is instructed in Agile CRM settings page)

Create New Integration

After the authentication part completed 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 if multiple integrations are created.

Trigger

Select the sender form in the Form Provider dropdown. For example, Contact Form 7 or Gravity Form, or the Elementor Pro Form which you want to connect. After selecting the form provider, all forms built under that will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.

Action
Select Agile CRM in Platform dropdown. If you are using pro version you will get another option Agile CRM[PRO] there select it. Then select Create Contact/Deal/Note in the Task dropdown.
Map Fields

You will find ActiveCampaign fields on the left side and form fields dropdown on the right. This form field dropdown will contain the field titles of the form you selected in the trigger area. Map Email, First Name, Last Name and other fields that you want. Skip the fields that are not needed. If you are using pro version you will have some extra field like tag and custom. You can use comma to add multiple tags without space, e.g. tag1,tag2,tag3. To add custom field Use key=value format, example: Age=25. For multiple fields use double pipe, example: Age=25||Country=USA (without space).

Save Integration

Finally click the Save Integration button and you are done. Now you can start testing.  

Troubleshooting

After the integration is made, when users fill up the form and submit it, the plugin initiates the process of sending data to the configured platform. It also saves a log that includes what data it tried to send, and what it got in response from that platform. So if you find an integration is not working, your first task is to check the logs. Go to AFI > Log menu and check the recent logs.

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