Activate the SalesKing integration on a form
The plugin creates a lead with the contact information captured in any Contact-Form-7 form.
You can add as many forms as you like and map arbitrary fields to advanced contact properties e.g tags, notes, lead_reference.
This enables you to create “special” forms e.g. to collect leads from dedicated marketing channels and sales channels.
Within SalesKing you can then professionally work with the collected leads like e.g. follow-up by mail or phone, create estimates and so on.
We suggest using the contact form 7 capabilities like e.g. radio-buttons and selections to collect leads and dynamically tag them.
This will give your sales team great insight by filtering the leads within SalesKing and use SalesKing as CRM.
Okay, sounds great so far: How to pimp your wordpress contact form 7
If you already use Contact Form 7, capturing leads from your site is just two simple steps away:
- Get a SalesKing account
- Install and activate contact form 7 + this plugin
- Configure a contact form with SalesKing integration (see screenshots)
Advanced Usage
On new forms we enter some fail-safe defaults:
Form-field -> SalesKing Contact field
email -> email
name -> last_name
subject+message -> notes
form-url -> lead_ref
some-tag -> tag_list
Besides the SK-fields above, we support form fields for phone_office and organisation it’s up to you to fill the mentioned fields – be creative by using the contactform7 capabilities in combination with SalesKing.
If you need more fields or any help just drop us a mail at support@salesking.eu.
You can see all possibly available contact fields in our API Browser
Available languages
- english (standard)
Requirements
- WordPress 3.2 and PHP 5.2.6+ required!
- curl is needed.
