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2018/04/24

How to configure your Wordpress website for synchronization with Simple CRM?

Since version 4.8, Simple CRM allows the automatic sending of forms from your site to your Simple CRM database.
To benefit from it, you must ask the Simple CRM sales department to install this module. You can find the module prices here.

If you are using Wordpress, install and configure the Contact Form 7 plugin.
Once installed, configure it as follows.
To learn how to install and configure a Contact Form 7, refer to the module FAQ here: http://contactform7.com/faq/

1) In the "Form" field, create the form fields.
In the example below, we have created a form with the following fields: Name, First name, Email, Phone, Company, Function, Message.


Here is the text of the form in the above example:


<p>Your name (required)<br />
    [text* contact-name] </p>

<p>Your first name (required)<br />
    [text* contact-prenom] </p>

<p>Your email (required)<br />
    [email* contact-email] </p>

<p>Your phone<br />
    text contact-telephone] </p>

<p>Your company<br />
    text societe-nom] </p>

<p>Your function<br />
    text contact-function] </p>

<p>Your message<br />
    [textarea comment] </p>

<p>[submit "Send"]</p>


2) In the "Email" field, fill in :
the recipients of the email: one for the website manager, one for the Simple CRM user concerned by the form. This email address is available in Simple CRM, module Admin (top menu → Admin → User list)
the subject of the interaction that will be created in Simple CRM
the body of the email that will be used to create the records in Simple CRM



Here is the text of the email of the example above :


#CONTACT_NAME#[contact-name]#/CONTACT_NAME#
#CONTACT_PRENOM#[contact-prenom]#/CONTACT_PRENOM#
#CONTACT_FUNCTION#[contact-function]#/CONTACT_FUNCTION#
#SOCIETE_NAME#[company-name]#/SOCIETE_NAME#
#CONTACT_EMAIL#[contact-email]#/CONTACT_EMAIL#
#CONTACT_TELEPHONE#[contact-telephone]#/CONTACT_TELEPHONE#
#MEMO#[comment]#/MEMO#
CENTRES_INTERET Contact form website;Prospect#/CENTRES_INTERET#



3) Insert the form on your website page
The Wordpress short tag is indicated at the top of the Contact Form 7 settings page.

4) Test the form
Fill in the form and send it.
In Simple CRM, once logged in with the Simple CRM user account, click the "Get Inbox" button.
You will then get an interaction with a related contact (and a related company if necessary).

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