WordPress Integration
- Evangeline Cruz
The iEnterprise CRM WordPress plugin allows you to connect your WordPress site with iEnterprise CRM and automatically create Leads when a visitor submits a registration form your site.
It is assumed that you already have an active WordPress site.
The plugin will read the Registration form of your iCRM. It will fetch all the editable text, keyword and number fields and display them on the page where you have the iEnterprise CRM plugin. Reference fields and Date fields are not supported.
Prepare Registration Form
The registration form must be customized as to which fields you want to be displayed. Fields not to be displayed must be removed from the form of made Read-only.
How to setup the iCRM Plugin
1. Follow this link to download the plugin >https://wordpress.org/plugins/ienterprise-crm/
2. Install this iEnterprise CRM Lead capture plugin from WordPress plugin Marketplace and activate it from plugins page.
3. Goto iEnterprise CRM Lead capture plugin setting and enter your iCRM username and password.
4. Click ReCaptcha box, if needed.
a. Enter ReCaptcha key.
b. Enter ReCaptcha secret.
5. Enter text on the Submit Button label button to customize.
6. Click Save Changes.
Make sure Success notification appears.
7. Open your WordPress page where you want to have the registration fields.
8. Include this plugin on page using this shortcode >>>> [ienterprisecrm-form]
You may also:
Add a form title : [ienterprisecrm-form title=”Your Form Title”]
Include arguments to default field value : [field name in lowercase]=”Value”
passing URL arguments to default values : URL arguments – [field name in lowercase]=Value
9. Click on Save or Update button.
How to Create a Lead Automatically
1. Click Registrations from the Objects Navbar.
2. Click Customize Module.
3. Click on Other Settings tab.
checkbox. Field mapping displays with the First name, Last Name and Email as default.
5. Click on Add New Mapping drop-down button and select a field from the Registration form.
This will automatically be mapped to a corresponding system field on the Leads form.
If there is no corresponding system field on the Leads form or you want to map to a different field, click on the drop-down arrow and select the field as desired.
6. Repeat step 5 until all the fields you want mapped are selected.
7. Click on Apply Changes button.
8. Go to your web page and submit a Registration.
The Lead record is automatically created with the fields populated as filled-up on the registration form on your website.
Possible Next Step
You may keep the records as Leads or you may convert them as Contacts.
Here is a link on How to Convert a Lead to Contacts.
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