Close CRM

Author: Nasir Ahmed 64 views

Overview

The Advanced Form Integration plugin allows to integrate many popular WordPress forms with Close CRM. When a user fills a form on your website, the plugin will send the data to your Close CRM account and create new lead.

Supported Features

  • Create Lead, Contact & Opportunity (Regular Fields)

  • Create Lead, Contact & Opportunity (Custom Fields) Pro

How To Setup

Authentication

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

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

Now find the Close tab at the top of the settings page click on that, You will be taken to the Close settings page, where you are to provide API Key then click on Save Changes button. (How to find api key is instructed in Close 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 Close in Platform dropdown. If you are using pro version you will get another option Close[PRO] there select it. Then select Create New Lead  in the Task dropdown.

Map Fields

You will find available Close CRM Lead, Contact and Opportunity 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 Name, Url and other fields that you want. Skip the fields that are not needed. If you are using basic version you able to map all basic fields. For pro version you will find all the fields avilable at Close CRM including custom fields and map them as you want.

Save Integration

Finaly click the Save Integration button and you are done. Now you can srart 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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