Less Annoying CRM

Overview

The AFI plugin allows you to connect your WordPress forms with Less Annoying CRM, making it easy to add new contacts and companies directly from form submissions.

This is ideal for automating your lead generation, client onboarding, and contact management workflows.

✅ Supported Action

• Add Contact – Adds a new contact to your Less Annoying CRM account. If the company does not exist, it will be created automatically.

🔧 How to Setup

Step 1: Get Your API Token

1. Log in to your Less Annoying CRM account.

2. Go to Settings → Developer API.

3. Generate or copy your API Token.

Step 2: Connect Less Annoying CRM in AFI

1. Go to AFI → Settings → Less Annoying CRM.

2. Paste your API Token and click Save.

Step 3: Create a New Integration

1. Go to AFI → Add New.

2. Under Trigger, choose your form plugin (e.g., WPForms, Gravity Forms).

3. Under Action:

   • Platform: Select Less Annoying CRM

   • Task: Select Add Contact

Step 4: Map Fields

• Less Annoying CRM Account: Choose your connected account.

• Assign To: Select the CRM user to assign the new contact to.

• All available custom fields (including both contact and company types) will auto-load in AFI Pro.

• Map your form fields to the CRM fields using the dropdowns.

You can map:

• Name

• Email

• Phone

• Job Title

• Company Name

• Website

• Address

• Any available custom fields

If the Company Name is mapped:

• The plugin will check if it exists.

• If found, it updates the company.

• If not, it creates a new company and links the contact.

✅ Save Integration

After mapping the fields, click Save Integration.

🎉 You’re all set! New form submissions will now automatically create or update contacts (and related companies) in your Less Annoying CRM account.

🧪 Troubleshooting

• Make sure your API token is valid and active.

• The selected user must exist in your CRM.

• Field mapping must include Email or another unique identifier.

• Check the AFI → Log tab to view request responses or API errors.