标签： lead-generation

Ninja Forms

#Overview
WP Fusion integrates with Ninja Forms to save form submissions to your CRM or marketing automation system. Using WP Fusion you can add and update contacts when forms are submitted, and also apply tags.
#Setup
After creating a form, navigate to the Emails & Actions section and click the blue plus icon to add a new action.

Select WP Fusion from the list, and click on the gear icon to open the WP Fusion configuration panel.

At the top you will see a setting for Apply Tags. Here you can enter a comma-separated list of tags to apply in your CRM when the form is submitted. You can use either tag labels or tag IDs.
Below you will see a field mapping interface. Click Add New to add a new field mapping. In the left column you』ll be able to select a field from your Ninja Form, and in the right column you』ll be able to select a corresponding field in your connected CRM.
Note: For guest (not logged-in) form entries to sync, you must have at least an email address field on the form and configured for sync.
#Syncing historical entries
If you already have existing Ninja Forms entries from before you installed WP Fusion, you can use a batch processing tool to export all of those entries to your CRM.
First configure your form feeds. Then navigate to Settings » WP Fusion » Advanced and scroll down to the Batch Operations section.

Select 「Ninja Forms entries」 from the list of options, and click Create Background Task.
WP Fusion will go through all of your historical entries, processing each according to the WP Fusion actions set up on the corresponding form. A status bar will appear at the top of the page indicating the progress.
After each entry is processed it will be locked by WP Fusion so it can』t be exported again, to prevent duplicate data from going to your CRM.

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Piotnet Forms

#Overview
Using WP Fusion, you can send entries from Piotnet Forms to any one of 42+ supported CRMs and marketing automation tools.
#Setup
After creating your form and adding some fields, go to the admin Edit Form screen, and you』ll see a meta box where you can configure the field mapping between your form fields and fields in your CRM.

You can also apply tags to contacts when the form is submitted.
When the form is submitted a new contact record will be created in your CRM containing all of the fields you』ve enabled for sync. If an existing contact is found (by email address), then the existing contact will be updated (no duplicate contact will be created).

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WPForms

#Overview
WP Fusion integrates with WPForms to save form submissions to your CRM or marketing automation system. Using WP Fusion you can add and update contacts when forms are submitted, and also apply tags.
#Setup
After creating a form, navigate to the Marketing settings section and select WP Fusion from the list. Click 「Add New Connection」 to create a new feed.

For each field on your form you can select the corresponding CRM field where the data should be stored. You can also specify any tags that should be applied to contacts when the form is submitted.
You can also create multiple connections and use the conditional logic options to apply different tags depending on the values of form fields.

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Convert Pro

#Overview
WP Fusion extends Convert Pro to allow you to target call-to-actions based on a logged-in user』s tags in your CRM.
#Setup
After designing your CTA, navigate to Configure » Target, and expand the WP Fusion section.

Once you』ve turned on the targeting rule you』ll be able to select a tag in your CRM from the dropdown.

The default logic is 「Show only to users who have this tag」. With this selected, the CTA will only be displayed when a user is logged in and has the selected tag.
If you set the logic to 「Hide from users who have the tag」 the CTA will be shown only to guests and registered users who do not have the specified tag.

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WS Form

#Overview
Using WP Fusion, you can send entries from WS Form to any one of 42+ supported CRMs and marketing automation tools.
#Setup
After creating your form and adding some fields, go to the Actions panel and add a new action. From the dropdown select WP Fusion.

In the panel that appears, you can then configure how the form data should be synced to your CRM.

The options are:

Opt-In Field: Here you can (optionally) select a custom field on your form that must be checked for data to be synced to your CRM, for example a GDPR consent field. This works best with a checkbox field.
Add Only: If checked, only new contacts will be synced to your CRM, existing contacts will not be updated.
Field Mapping: For each field on your form you can select a corresponding custom field in your CRM. To add a new field mapping, click the + icon. If your CRM supports it, you can also select Create Tag(s) from Value to automatically convert the submitted value(s) into tags.
Custom Field Mapping: Custom field mapping allows you to push custom values (including WS Form variables) to fields in your CRM. Select a field in your CRM from Key dropdown and then enter your custom field value under the Value header.
Apply Tags: Here you can select any number of tags to be applied in your CRM when the form is submitted. Press the + icon to add a new tag.

When the form is submitted a new contact record will be created in your CRM containing all of the fields you』ve enabled for sync. If an existing contact is found (by email address), then the existing contact will be updated (no duplicate contact will be created).

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Elementor Forms

#Overview
Using WP Fusion with the Forms element in Elementor Pro allows you to send form submissions to any one of of 40+ supported CRMs and marketing automation platforms.
#Setup
After creating a form, open the Actions After Submit pane and select WP Fusion from the dropdown of available actions.

A new panel will appear where you can specify any tags that should be applied in your CRM when the form is submitted, as well as set up field mapping between fields on your form and fields in your CRM.

#Return After Login
It』s possible to require an email optin via an Elementor form in order to access protected content on your site.
To set this up, first go into the post you』d like to protect, and in the WP Fusion meta box, enable Users must be logged in to view this content. You can optionally specify some required tags. For the Redirect if access is denied, select the page with your Elementor form from the dropdown.
Then in the main WP Fusion settings, enable the option for Form Auto Login. This will start a tracking session whenever your Elementor form is submitted.
Finally, enable the setting for Return After Login.
Now, when a visitor tries to access the protected content, they will be redirected to the page with your Elementor optin form on it. When the form is submitted, a contact record will be created in your connected CRM, and any specified tags will be applied.
This will start an auto-login session, which unlocks any content protected by WP Fusion. Finally, the Return After Login feature will redirect the lead back to the post or page they』d previously tried to access.
 

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Fluent Forms

#Overview
WP Fusion integrates with Fluent Forms to sync form submissions to any one of 50+ supported CRMs and marketing automation platforms.
When a Fluent Forms form is filled out a contact record will be created (or updated) in your CRM, with support for any number of custom fields. You can also apply tags to contacts in your CRM based on the form that was submitted, including support for conditional logic.
#Setup
First navigate to Fluent Forms » Modules in the WordPress admin and enable the WP Fusion module:

After creating your form, go to the form settings and open the Marketing & CRM Integrations tab. Click Add New Integration, and choose 「WP Fusion Integration」 from the dropdown:

 
 
For each field on your form, you can select a corresponding contact field in your CRM to save the data.

You can also optionally specify tags to be applied to the contact when they fill out the form:

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Formidable Forms

#Overview
WP Fusion integrates with Formidable Forms to add contacts to your CRM when they submit a form on your site. You can also tag contacts based on the form that was submitted.
#Setup
After creating your form, go to the form settings and open the Form Actions tab. From the actions row, click the up arrow icon to create a new WP Fusion action.

For each field on your form, you can select a corresponding contact field in your CRM to save the data. You can also specify tags to be applied to the contact when they fill out the form.
If you are using Formidable Forms Pro and conditional logic, you can create multiple WP Fusion form actions to apply different tags based on your conditional logic rules.
#User Registration
If you』re using the User Registration addon for Formidable Forms, WP Fusion can also sync user registrations and profile updates to your connected CRM.
In this case it』s not necessary to set up a WP Fusion form action.
#Action Setup
After creating your registration or profile form, add a User Register action under the Actions and Notifications panel in the Formidable Forms settings.

For each form entry you』d like to save to the user record, create a meta name, and select the corresponding form field.
For more information on the User Registration action setup, see the Formidable Forms documentation.
#Syncing the fields to your CRM
Once you』ve configured the User Registration action, head to the Contact Fields tab in the WP Fusion settings and scroll down to the Formidable Forms Registration section.

For each registration field you』ll be able to select a corresponding field in your CRM to store the data.
When a user registers or updates their profile, the selected fields will be synced to your CRM.

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Gravity Forms

#Overview
WP Fusion integrates with Gravity Forms to send new form submissions to any one of 40+ CRMs and marketing automation tools, allowing you to track and engage with leads.
It also supports the Gravity Forms User Registration Add-on for user registrations.
#Setup
First create a form in Gravity Forms and save it. Then you』ll be able to access the WP Fusion feeds list via the Form Settings menu.

Here you will be asked to create a new WP Fusion Feed.

#Feed Settings
On the feed settings panel, WP Fusion will list all of your form fields. In the right column you can use the dropdown to select a corresponding custom field in your CRM.

Underneath the Form Fields you』ll find additional meta fields related to the form, such as IP address, entry URL, and form ID.
#Tagging leads
Underneath the field mapping list, you can configure any tags you』d like to be applied when the form is submitted.

Depending on your connected CRM you may see an option to select lists in addition to tags.
#Conditional logic
Finally you have the ability to create conditional logic to decide if the feed runs on form submission.

If any of the conditions are not met the form will be submitted but the feed will not run. You can have multiple feeds per form.
#Video
Here is a video showing the process.

#Auto-login
If you have form auto login enabled in the WP Fusion settings, tracking cookies will be set when a guest user submits a form. This allows you to apply tags via a form submission and then use those tags on subsequent pages to grant access to content and track activity.
#Pre-fill form fields
You can pre-fill Gravity Forms form fields with user data, and this also works with auto-login sessions. For example {user:first_name}.
For a reference, see the Gravity Forms documentation.
Note that the field names must be usermeta field names, not CRM field names (you can see your usermeta field names when looking at the Contact Fields list in the WP Fusion settings).
When the auto-login link is visited, any enabled fields are loaded from your CRM and cached in the corresponding user meta field keys in WordPress. It』s these fields that are then displayed by the {user:field_name} merge tag.
Note that as of v3.38.5 of WP Fusion, this feature no longer requires Set Current User to be enabled in WP Fusion』s auto-login settings, it will work automatically when an auto-login session is detected.
#Return after login
It』s possible to require an email optin via a Gravity Forms form in order to access protected content on your site.
To set this up, first go into the post you』d like to protect, and in the WP Fusion meta box, enable Users must be logged in to view this content. You can optionally specify some required tags. For the Redirect if access is denied, select the page with your form from the dropdown.
Then in the main WP Fusion settings, enable the option for Form Auto Login. This will start a tracking session whenever your form is submitted.
Finally, enable the setting for Return After Login.
Now, when a visitor tries to access the protected content, they will be redirected to the page with your Gravity Forms optin form on it. When the form is submitted, a contact record will be created in your connected CRM, and any specified tags will be applied.
This will start an auto-login session, which unlocks any content protected by WP Fusion. Finally, the Return After Login feature will redirect the lead back to the post or page they』d previously tried to access.
#Merge fields
WP Fusion makes a {contact_id} merge field available for use in Gravity Forms notifications.

You can use this to include a link to the contact record in notification emails.
#Managing entries
When WP Fusion processes a Gravity Forms entry it will add a note to the entry indicating the contact ID that was created/updated in your CRM. If there are any API errors these will also be saved as a note on the entry.

WP Fusion also adds a metabox to the side of every entry where you can view the status of that entry, with a link to view the corresponding contact record in your CRM.
If an entry didn』t sync correctly for some reason, you can click the Process WP Fusion actions again button to re-send the form entry to your CRM.
#Event Tracking
Using the Event Tracking addon, you can track Gravity Forms entries as events in supported CRMs.
Events can be configured when editing individual forms, by creating an Event Tracking Feed:
Event tracking can be configured on the Event Tracking Feed when editing any Gravity Forms
#Syncing historical entries
If you already have existing Gravity Forms entries from before you installed WP Fusion, you can use a batch processing tool to export all of those entries to your CRM.
First configure your form feeds. Then navigate to Settings » WP Fusion » Advanced and scroll down to the Batch Operations section.

Select 「Gravity Forms entries」 from the list of options, and click Create Background Task.
WP Fusion will go through all of your historical entries, processing each according to the feeds set up on the corresponding form. A status bar will appear at the top of the page indicating the progress.
After each entry is processed it will be locked by WP Fusion so it can』t be exported again, to prevent duplicate data from going to your CRM.

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Contact Form 7

#Overview
Using WP Fusion, you can send entries from Contact Form 7 to any one of 42+ supported CRMs and marketing automation tools.
#Setup
Navigate to your contact forms by going to Contact » Contact Forms in your WordPress admin. Click edit under the contact form you want to set up a CRM connection for.

First add any fields to your form that you want to sync with your CRM, and then save the form. Then click on the WP Fusion tab to configure the field mapping between each form field and custom fields in your CRM.
You can also apply tags to contacts when the form is submitted.
When the form is submitted a new contact record will be created in your CRM containing all of the fields you』ve enabled for sync. If an existing contact is found (by email address), then the existing contact will be updated (no duplicate contact will be created).

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