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Integrating Lead Gen & CRM with Contact Form 7 Using a Plugin

Article: 000052423
Updated: October 1, 2024

If you have a Contact Form 7 installed on Wordpress and it has been added to a tracked page, you can map it into Lead Gen & CRM

Contact Form 7 is one of the most popular form plugins for Wordpress. Lead Gen & CRM can only integrate with Contact Form 7 4.8 or greater.

If you are using a previous version, upgrade to the latest version of Contact Form 7 prior to integrating with Lead Gen & CRM.

This article details how to integrate a Contact Form 7 form into Lead Gen & CRM via a plugin.


Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  

Important Information Regarding Form Scripts

The Form script that Lead Gen & CRM provides should not be placed on your page. It is only used to complete the procedures in this document.

The provided script is only used for reference, and it should not be on the page when connecting Contact Form 7 via this method. The plugin, which should be downloaded and is available below, replaces what Lead Gen & CRM's Form script would normally do. If both are present, your form will not function as intended.

Download the Plugin


Before You Connect

The procedures in this article assume that you have done the following:

  • Installed Contact Form 7 on Wordpress
  • Added a Contact Form 7 form  to at least one Wordpress page
  • Inserted site tracking code on each Wordpress page you want to track

Note that if you have used any other method to connect Contact Form 7, you should continue using that method for new forms, or convert them all to this method, rather than mixing them.


Creating Native Forms

Before you can connect Contact Form 7 to Lead Gen & CRM, you need to create a native form. To create native forms, do the following:

  1. Click Forms in the left toolbar.
  2. Click Create Form.
  3. Enter a name for the form.
  4. Click the Native Form radio button.. 
  5. Click the appropriate radio button to determine how contacts who fill out the form should be assigned.
  6. Optionally, click the Allow a lead or contact record to be created even if an email address is not submitted checkbox.
    Note: You can choose to allow a lead or contact record to be created even if an email address is not submitted. Checking this option will allow duplicate records to be created since the email address is the unique identifier in Lead Gen & CRM.
  7. Click Continue.

The created native form will open a page with an embed code. Keep this embed code window open. You will need the embed code later.


Adding Hidden Fields to Contact Form 7

In WordPress, edit the Contact Form 7 form you wish to connect. Be sure to edit the form itself, not a page that it exists on.

You should see fields listed similar to this (it will vary greatly based on your form’s content):

Contact Form 7 Example Fields

Copy the following two lines above the last line which represents the submit button (you’ll replace some content in them in a moment):

[hidden base_uri "your Base URI goes here"]

[hidden endpoint “your endpoint goes here"]


Adding the Base URI


The embed code you generated and will refer to should look like this, with different values for each form (The Base URI will typically be the same within one company):
 

<script type="text/javascript">
    var __ss_noform = __ss_noform || [];
    __ss_noform.push(['baseURI', 'https://app-3QNEGVSSPC.marketingautomation.services/webforms/receivePostback/MzawMDEzNzc2AQA/']);
    __ss_noform.push(['endpoint', '7c7a4599-fba8-4592-88e9-70e2ffef46a9']);
</script>
<script type="text/javascript" src="https://koi-3QNEGVSSPC.marketingautomation.services/client/noform.js?ver=1.24" ></script>


Referring to the embed code generated above as a Native Form, locate the line containing “BaseURI” and copy the URL that follows that, including the last slash at the end, but not the quotes. In the above example, it would be:

https://app-3QNEGVSSPC.marketingautomation.services/webforms/receivePostback/MzawMDEzNzc2AQA/

On your Contact Form 7 Form, replace the text ‘your Base URI goes here’ with the URL, between the quotes (leave the existing quotes in place). So in this example, that line would change from:

[hidden base_uri "your Base URI goes here"]

To:

[hidden base_uri "https://app-3QNEGVSSPC.marketingautomation.services/webforms/receivePostback/MzawMDEzNzc2AQA/"]
 


Adding the Endpoint

Similar to the above, locate the line with ‘endpoint’, which will be different for each form, and copy the value that contains several dashes. In the above example it is 7c7a4599-fba8-4592-88e9-70e2ffef46a9

Replace “Your endpoint goes here” with this on the other line in your Contact Form 7 Form. So in this example, this:

[hidden endpoint “your endpoint goes here"]

Becomes:

[hidden endpoint “7c7a4599-fba8-4592-88e9-70e2ffef46a9"]

Once these are in place, save the form again.


Mapping Third Party Forms

Once you have created a third party form, added third party form embed code, and modified Wordpress' functions.php file, you can map the fields in the third party form. Mapping form fields provides Lead Gen & CRM with information on what those form fields refer to. To map third party forms, do the following:

  1. Return to the Lead Gen & CRM embed code browser tab and click Refresh this Page.
  2. Click a field drop-down menu in the Field Mappings page that appears.
  3. Select the option that most closely matches the field.
  4. Repeat as necessary for every form field that you want to collect. Leave it as ‘unassigned’ for any that should not be collected.
  5. Click Save Mappings.

Whenever you fill out the form for the first time, you generate mapping data. As such, do not expect the lead to appear in the system until after the first entry. The next person to fill out the form after mapping will generate a new, or update an existing, lead.


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