Plugin / Agile CRM Contact Form 7 Forms
Agile CRM TeamInstallation
Installation
- Install the Agile CRM Contact Form 7 Form Plugin
Firstly, go the Contact Form 7 Forms web-page on the Agile CRM website and download the plugin zip file from the ‘Try the Agile Contact Form 7 Forms Plugin’ button over there. Now, login to your WordPress interface, go to Plugins in the menu bar, on the left side of the dashboard and click on the ‘Add New’ button. Upload the zip file. Click on the ‘Installed Plugins’ button over there and activate the Agile CRM Contact Form 7 Forms plugin among the list of other plugins.
- Navigate to the Plugin Page
Once the plugin has been successfully installed, move to the settings in the menu bar on the left and navigate to Agile Contact Form 7 Forms. You’ll now see a new window that requires your Agile CRM account information.
- Enter your Agile domain details
In the new window, enter you Agile domain name (eg: ikosystem.agilecrm.com), user email id and REST API key in their respective fields and save the details. (For API key, login to your Agile domain, go to Admin Settings —> API & Analytics —> REST API key.) When you’re done, move to the next tab – Form Settings in the same window.
- Map the Agile Property with Contact Form 7 Form fields
In the Form Settings tab, choose the Contact Form 7 Form that you’d like to integrate with Agile. Now, map the Contact Form 7 Form fields to the Agile Property fields over there.
Once you’re done mapping all the fields, save the details. That’s it! You’ve successfully integrated your Contact Form 7 web forms with Agile.
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