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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:

  • To install correctly this agile-crm-contact-form-7-forms.zip .
  • Fisrt Download the agile-crm-contact-form-7-forms.zip to your computer
  • Extract/Open agile-crm-contact-form-7-forms.zip to Your Computer.
  • Then, Find readme.txt file inside agile-crm-contact-form-7-forms.zip and Open readme.txt .
  • Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
  • Then, Follow the Tips Below.

Start the Tips:

1. First Download " agile-crm-contact-form-7-forms.zip " Plugin to your Local Computer. (Click Download)

2. Then, Login to your " yourdomain.com/wp-admin " Dashboard.

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3. Then, Click on " Plugins " + " Add New " from left sidemenu of Dashboard.

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4. Now, Click on "Upload Plugin" button.

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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"

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6. Now, Click on " Active Plugin"

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7. Then, See left sidemenu. " Agile CRM Contact Form 7 Forms " folder is added on left sidemenu. 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 sidemenu then, see at left sidemenu " Settings " or " Tools ".

8. Now you configure yourself oR Watch video tutorial below about  Agile CRM Contact Form 7 Forms Configurtions and Settings or How to work " Agile CRM Contact Form 7 Forms " in your WordPress site.

 

oR

After Activated Plugin According to Step-6 then,

  1. Go to " Plugins " + " Installed Plugin " from Wordpress Admin Panel Leftside Menu.
  2. or Direct go to: https://yourdomain/wp-admin/plugins.php
  3. Then, Find " Agile CRM Contact Form 7 Forms " Activated Plugin from Plugin List.
  4. Then, Click on " Settings " from Plugin that is Agile CRM Contact Form 7 Forms
  5. Now, Edit/Add/Config the setting and Click on " Save Changes " button,
WP Plugin Setting



Guide
  1. Install the Agile CRM Contact Form 7 Form Plugin

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.

  1. Navigate to the Plugin Page

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.

  1. Enter your Agile domain details

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.

  1. Map the Agile Property with Contact Form 7 Form fields

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.


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