Connect WordPress Form to Any API

1
How To Connect Your CRM with WordPress
2
Install a CRM Plugin
Look for a WordPress plugin that offers
integration with your chosen CRM. Many CRMs have
official plugins or third-party options. We
suggest Contact form 7 to Any API
3
Install and Activate the Plugin
Install and activate the CRM integration plugin
on your WordPress website.
4
Authenticate the CRM

• In most cases, you'll need to connect your CRM
  account with the plugin by providing your CRM
  credentials, API keys, or access tokens.

5
Configure Settings
Configure the plugin settings to specify what
data should be synced between WordPress and the
CRM. This could include contact forms, user
registrations, e-commerce orders, etc.
6
Map Fields

• Map the fields in your WordPress forms or user
  profiles to the corresponding fields in your CRM.
  This ensures that data is accurately transferred.

7
Test the Integration
Create a test entry in your WordPress forms or
update a user profile to see if the data is
successfully transferred to the CRM.
8
Automation and Workflows

• Many CRM integrations allow you to set up
  automated workflows triggered by certain events,
  such as a new lead or contact being added.

9
Monitor and Troubleshoot
Regularly monitor the integration to ensure data
consistency and troubleshoot any issues that
arise.
10
Customization
Depending on your needs, you might need to
customize the integration further using API
calls, webhooks, or custom code.
11
Thank You!
www.wpeople.net