CompanyHub

Overview

The AFI plugin allows you to seamlessly connect your WordPress forms to CompanyHub, enabling automatic creation of new contacts when a form is submitted. It’s ideal for lead generation, CRM automation, and managing contacts directly from your website.

Supported Features

✅ Add new contacts to your CompanyHub CRM

How To Setup

Step 1: Connect Your CompanyHub Account

Before you begin setting up an integration, you need to connect your CompanyHub account.

1. Go to AFI > Settings > General

2. Enable CompanyHub from the list of platforms and click Save Changes

3. A new CompanyHub tab will appear at the top — click on it

4. Enter your Subdomain and API Token

How to Get Your API Token:

• Log into your CompanyHub account

• Go to Settings > Integrations

• Click on Generate API Key, then copy the key

• Also note your subdomain, which is the part before .companyhub.com in your URL

5. Paste both the Subdomain and API Token into the plugin settings

6. Click Save Changes to connect

Once saved, your CompanyHub account is ready for use.

Step 2: Create a New Integration

1. Go to AFI > Add New

2. You’ll land on the new integration setup screen

Title

Give your integration a clear name like “Add Contact to CompanyHub”

Trigger

• Form Provider: Select the plugin you’re using (e.g., Contact Form 7, WPForms, Elementor, etc.)

• Form Name: Choose the form you want to connect with CompanyHub

Step 3: Configure the Action

Platform

Select CompanyHub

Task

Choose Add New Contact

This will add a new contact to your CRM every time the selected form is submitted.

Step 4: Map Fields

Once you select the action, you’ll see the following fields ready for mapping:

• Email (Required): Map to the form field collecting the user’s email

• First Name (Optional): Map to the first name field

• Last Name (Optional): Map to the last name field

Each left-hand field is a CompanyHub field, and on the right, you’ll see a dropdown to select corresponding form fields.

Step 5: Save Integration

Click the Save Integration button at the bottom.

🎉 Your integration is now ready! Every time the form is submitted, a new contact will be added to CompanyHub automatically.

Troubleshooting

If your integration is not working as expected:

1. Go to AFI > Log

2. Check the latest log entry for CompanyHub

3. Review:

   • Was a valid subdomain entered?

   • Was the correct API Token used?

   • Was the Email field filled?

   • Did the API return any error?

✅ Make sure:

• Your API Token and Subdomain are valid

• Your form includes an email field

• The integration is enabled and saved