Teamgate CRM forms for WordPress allow you to connect your WordPress website with your Teamgate account. To embed your forms on your WordPress website, you need a Teamgate account: Sign in.
How to automate contact management?
Automate generation of Leads, People, Companies and/or Deals to Teamgate CRM by creating contacts, subscriptions or another kind of forms within your WordPress website. Your website visitors will be able to fill out the forms you created. A new Lead, Contact or a new Deal will be created from data entered by the website visitor. By automating Lead generation process, you will never lose your potential customers. This way, you can focus more on working with the information sent to Teamgate CRM.
How to install the plugin?
Teamgate plugin is a Contact Form 7 extension, so, in order to install Teamgate plugin for your WordPress website, first, you need to make sure you have Contact Form 7 plugin installed already. The plugin will generate a shortcode that needs to be put into your WordPress website editor, in order to see the created form on your website.
Instruction:
1.
Install the Plugin from the WordPress Plugin installer: Plugins > Add New > in search field type in Teamgate > Install Now
OR:
If you have downloaded the zip file > click Upload Plugin > Choose file from your computer > Install now (Download here )
OR:
Upload Plugin to the
/wp-content/plugins/directory
2. Activate the plug-in through the "Plug-ins" menu in WordPress: Plugins > Installed plugins > Find Teamgate CRM Lead Management plugin > Activate
3. Go to Contact > Teamgate CRM > type in API key and Auth Token
Where to find APP_KEY and AUTH_TOKEN in Teamgate?
APP_KEY : Settings > Additional Features >External Apps > New API Key Request >Provide the name of your application > click create
AUTH_TOKEN : My Profile > Integrations > API access
4. Go to "Contact Forms" and create a form according to the following requirements:
4.1. All form fields must be named with Teamgate prefix. For example:
<label> Your Phone
[tel* teamgate-phone] </label>
4.2. The part of field name after Teamgate prefix must match Teamgate API entry names.
Example:
<label> Your Phone
[tel* teamgate-phone] </label>
4.3. The submit button must be special Teamgate submit button. Not the standard submit button.
For example:
<label> Your Name (required)
[text* teamgate-name] </label>
<label> Your Email
[email teamgate-email] </label>
<label> Your Phone
[tel* teamgate-phone] </label>
<label> Your Country (required)
[select* teamgate-address-countryIso "United States|USA" "Great Britain|GBR" "Germany|DEU"] </label>
<label> Your Message
[textarea teamgate-customFields-121] </label> (Note: the number 121 used in the example should be changed to the custom field ID that you want to pull the information to, to find the custom field ID in your Teamgate application navigate to Settings > Customization > Custom fields > ID column).
[teamgatesubmit entry:leads “Send”]
5. You will find the detailed instruction how to use contact form 7 here.