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This article explains how to set up a WordPress Forms-CRM integration with Pipedrive, Copper, and Hubspot. If you use Salesforce, see here.
This article covers:
Supported WordPress forms:
Contact Form 7
Elementor Forms (in beta)
Contact support if you'd like us to add a connection to another form
How to record WordPress form submissions in your CRM
1. Once you’ve signed up to an Outfunnel account, go to Outfunnel > App connector, select your CRM and authenticate it.
2. Then, select the WordPress form, click authenticate and follow the on-screen instructions.
Install the Outfunnel WordPress plugin
Add the tracking id, account email, API key and activate the plugin
Confirm the installation and then click on Create connection.
2. Select the form you'd like to track and select which fields or custom fields you’d like to sync to your CRM with field mapping. If the field does not yet exist in your CRM, you need to pre-create this first.
If you don't see the form or new fields appearing, please submit the form with dummy data and click "Refresh fields".
4. Finally, define how you’d like form submissions to be recorded in your CRM. Outfunnel supports creating an activity, a lead (Pipedrive only), a note (Pipedrive only), or updating a field.
5. Click on Activate to put the connection live. Fill in a test submission to see the information appear in your CRM. The form submission is recorded in your CRM within 30 seconds:
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:
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.
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.
Outfunnel creates the Source/medium field in your CRM automatically
Find out how many events have synced
Once the connection is live, navigate to the Status tab to see key information about the connection, such as when were events last synced and which events have been synced. Please note that each event counts towards your billing quota.
Common reasons why the connection may not be working
See here for common reasons why form sync may not be working
Tips, observations, and useful definitions
💡 Outfunnel creates a "Form Fill" activity in the CRM automatically. Once a form is filled, a "Form Fill" activity is recorded for the contact in the CRM including the submission details
💡 Web tracking activity is synced to CRM with a 15-minute delay. While the web visit appears under the Outfunnel visitor feed almost immediately, it's synced to your CRM with a 15-minute delay to ensure that the entire session is listed under a single activity.
💡 Outfunnel creates the contact in your CRM if the contact does not yet exist in the CRM already. Data from all the fields will be synced over according to your field mapping.
💡 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.
💡 Edit settings at any time. You can change these settings at any time by clicking on the Edit button on the Connection under App Connector.
Our support team is ready to help in case of any issues — simply reach out via the in-app chat.