LionDesk CRM

Author: Nasir Ahmed 49 views

Overview

Advanced Form Integration plugin allows you to integrate Anys Sender Platform to LionDesk CRM. When a user fills a form on your website, the plugin will send the data to your LionDesk CRM account and create contact with custom fields & tags. You can also add the contact to a campaign.

Supported Features

  • Create a new contact with all regular (Name, Email, etc.) fields.

  • Create a new contact with all regular (Name, Email, etc.) and custom fields, tags. It also allows adding the contact to a preferred campaign. Pro

How to Use

Obtaining LionDesk CRM Access Token

Before start, you are required to save the Access Token in plugin settings.

  1. Go to the WordPress admin area > AFI > Settings menu and activate LionDesk CRM.

  2. Go to https://developers.liondesk.com/account/app and click NEW APP.

  3. Put any name. For example: ‘Advanced Form Integration’.

  4. Put any URL as a redirect URI. For example ‘https://advancedformintegraion.com’.

  5. Now click REVEAL MY ACCESS TOKEN. Copy the token.

  6. Go to the WordPress admin area, click AFI > Settings.

  7. Select the LionDesk tab.

  8. Paste the token in the Access Token input box and click Save Changes.

Create New Integration

Once API Key is saved you can start creating new integration. Click on Add New under 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 when there is multiple integrations setup.

Trigger

Select Correct Sender Form in Form Provider dropdown. Desired Form plugin must be installed and activated otherwise you won’t see it listed. After selecting Correct Form, all forms built under that form will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.

Action

Select LionDesk in Platform dropdown. In Pro version you’ll get the option LionDesk [PRO]. Select that.

liondesk crm - afi basic
LionDesk CRM – Free plugin supports all basic fields
liondesk crm fields
LionDesk CRM – Pro plugin supports
Map Fields

Available campaign lists will be auto-populated. Select the desired one. Map Email, First Name, Last Name, Phone, Spouse details, etc., and other fields that you want. Skip the fields that not needed. You can also add tags and custom fields.

liondesk crm map fields
LionDesk CRM – Map Fields

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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