does anyone know how I can integrate Sage with WordPress Contact Form 7? I need to set this up for a client but I have no idea where to start.
I have a hunch that this has been asked before on the Community. It’s worth looking at whether you can change the wordpress form to redirect to the Sage CRM web to lead endpoint.
The original question was by me, we got it working - so long as you have ONE Lead workflow and CRM is accessible externally then within Wordpress you can submit a form to www.mydomain.com/crm/eware.dll/SubmitLead
This is what the customer had set up within WordPress for the fields
Hi there, thanks for your answer. Are you using the 3rd party contact form 7 plugin?
Would be good to pick your brains on this as I don't fully understand how to set that plugin up.
Yes it has, but that post didn't help me.
Unfortunately it's something the client and their web marketing company have set up. We only go involved with it because the form was not creating leads in CRM. After looking into the problem we discovered the URL was hitting the CRM system - we could see this in the SQL Logs but no lead was being created - it was down to CRM having more than one Lead workflow and the Submit URL wasn't configured to submit which workflow was needed so CRM ignored the request.
Rather than adjust the form we just deleted one of the workflows which causes CRM to default to remaining one and that solved our problem. Within the form itself it just looks like they map the form field to a 3rd part value (e.g. FirstName = lead_personfirstname).
Hi thanks for your response.
This has cleared things up a little. Couple of quick questions if you'd be able to help:
Please have a look at this 3 minute video to explain Web To Lead. www.youtube.com/watch
this video helped a lot. Unfortunately, I have been given the logins by a client and I don't appear to have the correct admin access to set this up. I will liaise with them and see if I can get that moving!
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