ClearCRM has the ability to import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7 together with the Email integration feature which is built in ClearCRM.
The process is very easy, once you configure the contact form to be compatible with the email integration, you will import leads in no time with the fields filled in contact form automatically added for the imported lead.
We recommend you first to read this whole setup article to get the idea how the contact form fields will be mapped and how the leads will be imported in ClearCRM to get familiar with the steps you need to perform in order to make this config working, then you can move on to configure the full setup.
Prerequisite for this setup is to have previously configured properly working lead email integration in ClearCRM.
For the simplicity of this example and setup, we will use a minimal example for Contact Form config with fields Name, Email, Message (see below for more detailed example).
Install Contact Form 7
If you already have Contact Form 7 installed and you are familiar with Contact Corm 7 you can skip this step.
If you haven’t already installed Contact Form 7, you must install the plugin from your WordPress dashboard area, from the left menu navigate to Plugins->Add New and search for Contact Form 7, after you find the Contact Form 7 plugin click on Install and after installation click on Activate.
We assume that you are already familiar how Contact Form 7 works and how you can embed the form into custom page eq. Contact Us.
Configure Contact Form 7
In this example, we will use the basic Contact Form 7 config which comes with the form after installation.
After you install and activate the plugin from the WordPress admin menu click on Contact->Contact Forms