Overview
By utilizing the Advanced Form Integration plugin, you can seamlessly link QuForms with ClinchPad CRM. Once a user submits a form on your website, the plugin will transmit the relevant data to your ClinchPad CRM account and generate a new contact.
Supported Features
- Create new leads, organizations, contact, note, and product.
Requirements
- The feature requires a Pro license. BUY NOW!
- Make sure that the Pro version of the Advanced Form Integration plugin is installed and activated. You should have got the links in the email after purchase. You can also download it anytime by logging into the user dashboard.
- Read plugin documentation for QuForms and ClinchPad CRM. It is not required but helpful for a better understanding.
Set up ClinchPad CRM API Connection
Before starting, you are required to set up the ClinchPad CRM API connection in plugin settings.
- Go to the WordPress admin area, and click AFI > Settings.
- Turn on ClinchPad CRM and save. Open the ClinchPad CRM tab.
- Go to your ClinchPad account. Then go to Profile > Settings > Integrations & API. Click on show full and copy the API Key.
- Paste the key in the API Key input box and click Save Changes.
Create New Integration
Once the API connection is done you can start creating new integration. Click on Add New under the 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 QuForms in the Form Provider dropdown. The QuForms plugin must be installed and activated otherwise you won’t see it list
Action
Select ClinchPad CRM in the Platform dropdown.
Map Fields
The Map Fields section will appear where you’ll be able to determine which fields to send. Map Email, First Name, Last Name, etc. fields with similar fields in the sender platform. Finally, click the Save Integration button.
Conditional Logic
Please check the documentation on Conditional Logic.
Frequently asked questions
Troubleshooting
Still, need help?
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