How to integrate WPForms with Close CRM Easil
Overview By utilizing the Advanced Form Integration ...
The advanced Form Integration plugin allows you to integrate WPForms with Hubspot CRM. When a user fills out a form on your website, the plugin will send the relevant data to your Hubspot CRM account and create a new contact in Hubspot CRM with additional custom fields support. The AFI Pro supports creating companies, deals, tickets, tasks, etc.
Before starting, you are required to set up the Hubspot CRM API connection in plugin settings.
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.
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.
Select WPForms in the Form Provider dropdown. The WPForms plugin must be installed and activated otherwise you won’t see it list
Select Hubspot CRM PRO in Platform dropdown.
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.
Please check the documentation on Conditional Logic.
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