This article explains how to set up a WordPress Forms-CRM integration with Pipedrive, Copper, and Hubspot. If you use Salesforce, see here.
Supported WordPress forms
Contact Form 7
Gravity Forms
Elementor Forms
How to record WordPress form submissions in your CRM
1. CRM authentication. Go to App Connector, select your CRM and authenticate.
2. Form authentication. Select the WordPress form and click configure. Then, follow the on-screen instructions to install the Outfunnel WordPress plugin, add the tracking ID, account email, API key and activate the plugin in Wordpress
3. Create the connection
4. Select the form you'd like to track
5. Map the fields. Select which fields or custom fields you’d like to sync to your CRM with field mapping.
Pre-create fields. If the field does not yet exist in your CRM, you need to pre-create this first
If no forms show. If you don't see the form or new fields appearing, please submit the form with dummy data and click "Refresh fields".
6. Select actions. Finally, define how you’d like form submissions to be recorded in your CRM.
Actions. A contact is always created by default but you can also choose to create an activity, update fields, create a lead and more.
Existing contact fields are not updated. If the contact already exists in your CRM, Outfunnel will not update its fields. The full form submission is available in the created activity.
7. Activate the connection. Once activated, fill in a test submission. This should appear on the Status page almost instantly and sync to your CRM a few seconds later.
💡 If you run into issues, see here for common reasons why form sync may not be working.
Status page in Outfunnel
Form fill in Pipedrive
How to enable web tracking for leads that fill in the form?
With Outfunnel's web tracking functionality, you can discover how the lead landed on your website, which web pages they visited before filling in the form, and track their future visits.
To enable web tracking, simply add your account's unique tracking ID in Outfunnel's WordPress plugin, if you didn't already at first setup. The tracking ID can be found on the Web tracking page and looks similar to this: 5f0eoefy665887112t6f24ee.
Once implemented, simply fill in a test form submission so that Outfunnel can identify the lead for web tracking purposes. An activity showing the visited pages and source/medium data will show in your CRM 30 minutes after a visit.
Plugin. As you have already installed Outfunnel's WordPress plugin, you do not need to add the code again. Simply add the unique tracking ID. Once the tracking ID is added, the identification is enabled by default.
Web tracking activity is synced to CRM with a 5-minute delay. The web visit appears under the Outfunnel visitor feed almost immediately but it's synced to the CRM with a delay.