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    Home  >   FAQs   >  How do I integrate a Vtiger Webform with WordPress?
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    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? What are the troubleshooting tips for Webforms in Vtiger CRM? Why is my webform showing an error when submitting?

    How do I integrate a Vtiger Webform with WordPress?

    Table of Contents

     

    To integrate your Vtiger Webforms into WordPress, you have to:

    1. Access a webform in your Vtiger CRM Account.
    Note: You can use an existing webform or create a new one.
    1. Add the Vtiger webform to your WordPress.
    Step 1: Accessing a Webform in Vtiger CRM
    Follow these steps to access a webform in Vtiger:
    1. Log in to the CRM.
    2. Click the User Menu on the top right corner of the screen.
    3. Go to Settings > Automation > Webforms. The Webforms page opens.
    4. Select and open an existing webform or create a new one by clicking +Add Webform. You will learn how to create a new webform later in the article.
    5. Copy the HTML code in either one of the following ways:
      1. Click on the Get form code icon by hovering over the Webform. A page with HTML code opens.
      2. Open the respective Webform and click on the Get form code icon. A page with HTML code opens.
    6. Click Copy to clipboard.
    Step 2: Adding a Webform to WordPress
    Follow these steps to add a Webform to WordPress:
    1. Log in to the WordPress Account.
    2. Click on Posts or Pages in the Dashboard, depending on where you want to embed the form. To help you understand, we will add a Webform to a new post here.
    3. Click the + icon.
    4. Search for the Custom HTML block and add it.
    5. Paste the HTML code you copied from Vtiger’s webform.
    6. Click the Preview button to see how the form or code will appear and function on your website
    7. Click Publish.
    Your web forms will now be available on your website. If website visitors fill out the form, the information will be directly stored in the respective module in your Vtiger account.
    For example, suppose you select Contact as the module when creating the Vtiger webform. In that case, any data submitted through the form will automatically be saved in the Contact module of your CRM.
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