|
|
| Agile CRM is an all-in-one, affordable and next-gen Customer Relationship Management (CRM) software with marketing, sales and service automation Wordpress Tutorial |
|
Noted That:
|
|
Start the Tips:
Step-1 : Download " agile-crm-contact-form-7-forms.zip " to Your Local Computer. Step-2 : Then, Login to your " yourdomain.com/wp-admin " Dashboard.
Step-3 : Then, Click on " Plugins " + " Add New " from left Side Menu of Dashboard.
Step-4 : Now, Click on " Upload Plugin " button.
Step-5 : Now, Browse " agile-crm-contact-form-7-forms.zip " Downloaded plugin from your computer, Where you downloaded " agile-crm-contact-form-7-forms.zip " According to Step – 1 Above then, click on " Install Now "
Step-6 : Now, Click on " Active Plugin "
Step-7 : Then, See left Side Menu. " Agile Crm Contact Form 7 Forms " folder is added on left Side Menu. Now, Click on " Agile Crm Contact Form 7 Forms " folder. Noted that: If you do not see " Agile Crm Contact Form 7 Forms " folder on left Side Menu then, see at left Side Menu " Settings " or " Tools ". Step-8 : Now you configure yourself oR Watch video tutorial below about Agile Crm Contact Form 7 Forms Configurations and Settings or How to work " Agile Crm Contact Form 7 Forms " in your WordPress site. oRAfter Activated Plugin According to Step-6 then,
|
| Guide |
|---|
Firstly, go the Contact Form 7 Forms web-page on the Agile CRM website and download the plugin zip file from the ‘Try the Agile Contact Form 7 Forms Plugin’ button over there. Now, login to your WordPress interface, go to Plugins in the menu bar, on the left side of the dashboard and click on the ‘Add New’ button. Upload the zip file. Click on the ‘Installed Plugins’ button over there and activate the Agile CRM Contact Form 7 Forms plugin among the list of other plugins.
Once the plugin has been successfully installed, move to the settings in the menu bar on the left and navigate to Agile Contact Form 7 Forms. You’ll now see a new window that requires your Agile CRM account information.
In the new window, enter you Agile domain name (eg: ikosystem?.agilecrm.com), user email id and REST API key in their respective fields and save the details. (For API key, login to your Agile domain, go to Admin Settings —> API & Analytics —> REST API key.) When you’re done, move to the next tab – Form Settings in the same window.
In the Form Settings tab, choose the Contact Form 7 Form that you’d like to integrate with Agile. Now, map the Contact Form 7 Form fields to the Agile Property fields over there. Once you’re done mapping all the fields, save the details. That’s it! You’ve successfully integrated your Contact Form 7 web forms with Agile. |
| Name |
|---|