Submit a request Sign In
  • Logout
    Home  >   FAQs   >  How do I integrate WordPress Forms with Vtiger?
    FAQs in this section
    What are Vtiger Webforms? Which CRM records can I create using Webforms? How does a Webform function? What is Primary Module in Webforms? What is Return URL in Webforms? What are Webforms used for? How do I create a webform? How does User Assignment work in Webforms? How do I specify what fields to add to a webform? Can I test a webform before using it? How do I provide an option to upload documents through a webform? What do the options under Duplicate Handling in a webform mean? A Webform, when submitted, is not redirected to the return URL in a mobile browser. I do not want a mandatory field to display in a Webform. What should I do? How do I create an Autoresponder email to send to leads after Webform submission? When a record is created via a Webform, is an email sent to the Webform user? Can I modify a Webform's HTML code? What parameters must I maintain in the HTML code if I modify it? What happens if I make a webform's status Inactive? How do I enable Round Robin auto-assignment of records in a Webform? How do I get webform code? How do I display a Webform on my website? How do opt-in values in the CRM change on webform submission? Can I obtain consent through a Webform to send promotional emails to my contacts? How do I link an existing webform on my website with Vtiger? How do I integrate an existing Webform? What happens when a Contact submits a Webform without opting for email marketing? How do I update CRM records through webforms? How do Override values in Webforms work? What is the WebActivity module in Vtiger CRM? What is the WebActivity Timeline? What is Page Scoring? What is WebActivity Engagements? What are the benefits of Website Tracking? How do I enable Tracking? How do I convert visitors to Contacts? How do I enable Website Scoring? How do I access Website Score for a Contact? How do I install the Web Activity module? How do I enable Websense Tracker? What is the purpose of Blocked IPs in Webforms? What are Hidden Fields in Vtiger CRM? What is the purpose of Hidden Fields in Vtiger CRM? How do I configure Hidden Fields in Vtiger CRM? Is there a limit to the number of Hidden Fields I can add? What is a URL parameter? How does Hidden Fields work? What is Hidden Field script? How do I embed the Hidden Field script? What is a UTM parameter? What is the purpose of UTM parameters? How do I use UTM parameters? Can I integrate WordPress Forms with Vtiger? What are the Troubleshooting tips for Webfroms in Vtiger CRM?

    How do I integrate WordPress Forms with Vtiger?

    Table of Contents

     

    Follow these steps to integrate WordPress forms with Vtiger CRM:

    • Step 1: Mapping the fields
    • Step 2: Provide Post URL


    Step 1: Mapping the fields

    The process of mapping fields is made simple and straightforward. You’ll need to map fields according to web forms reference fields as shown in the picture below.

    Follow these steps to map fields:

    1. Install cforms in your WordPress account.
    2. Create a form.
    3. Add fields and set them according to Vtiger CRM Webform Reference Fields.
    4. Include Public ID along with the fields. For instance, if you have fields like First Name, Mobile, Last Name, Organization, and Email in your WordPress form, the Webforms reference fields will be first name, phone, last name, company, and email respectively.

    ​

    Step 2: Provide Post URL

    1. Under the Core Form Admin / Email Options, enable the following checkboxes.
    2. Use custom input field NAMES and IDs.
    3. Send form data to an alternative page and paste your Post URL in the text field provided.
    4. Click Save and Update form Settings.
    5. Note - 
      1. Public ID and Post URL will be found in the detail view of your web form record in Vtiger CRM.
      2. Public ID should be hidden while creating a cform.
      3. The Webform reference field should be copied from the Vtiger Webform to cforms.
      4. The Webform reference field for the Public ID field should be publicid.
      5. The general syntax during the field mapping is - Your_Desired_Field_Name[id:paste your webforms reference field name]

    How it works

    After the setup, you have to create a post to see the WordPress webform. You can embed the web form in your website and capture the Leads into Vtiger CRM, automatically.

    1. Click Posts > Add New. (This can be found on your WordPress sidebar)
    2. Click the cforms Icon.
    3. Select your form and click insert.
    4. Click on Publish.

    Clicking on View Post will display your form. Your website visitors are no strangers anymore. They will be your Lead records instead.

    Was this FAQ helpful?
    0  out of  0  found this helpful.
    Comments 0
    Be the first to comment
    Home
    Privacy Policy
    Terms of Service
    Security Center
    Policy & Legal Center
    Contact Us
    © Copyright 2023 Vtiger. All rights reserved.
    Powered by Vtiger