Jumplead

Author: Nasir Ahmed 52 views

Overview

Advanced Form Integration plugin allows you to integrate many popular WordPress forms with the Jumplead CRM. When a visitor fills a form on your website, the plugin will automatically send the data to selected Jumplead account and add as new contact.

Supported Features

  • Create Contact (Basic Fields)

How To Setup

Authentication

At first, you are required to activate and authorize your Jumplead account on the plugin settings page.

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

The Jumplead tab will appear at the top, select it. Here you need to save Jumplead Personal Access Token then hit the Save Changes button.

Create New Integration

When the credentials are saved on the settings page, you can start creating new integration. Click on Add New under the AFI menu. The 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 Jumplead in Platform dropdown. Then select Add New Contact in the Task dropdown.

Map Fields

You will find Jumplead 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 that you want. Skip the fields that are not needed.

Save Integration

Finally, click the Save Integration button and you are done. You can start testing now.

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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