Advanced Form Integration plugin allows you to integrate many popular WordPress forms with the Sales.Rocks. When a visitor fills a form on your website, the plugin will automatically send the data to selected Sales.Rocks account and add as subscriber to preferred list.
Add Contact & Subscribe To List
How To Setup
At first, you are required to activate and authorize your Sales.Rocks account on the plugin settings page.
Go to AFI > Settings > General and you will find all the supported platforms listed there. Mark Sales.Rocks and hit the Save Changes button at the bottom.
Now find the Sales.Rocks tab at the top of the settings page click on that, You will be taken to the Sales.Rocks settings page, where you are to provide User Name and Password then click on 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.
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.
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.
Select Sales.Rocks in Platform dropdown. Then select Subscribe to List in the Task dropdown.
Available Contact List will be auto-populated in the List drop-down. Select the desired one. You will find Sales.Rocks 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.
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.