Skip to content

The addon plugin integrates Contact Form 7 plugin with Nimble CRM to allow automatic importing of leads on form submission.

License

Notifications You must be signed in to change notification settings

viktorix-innovative/cf7-nimble-addon

Repository files navigation

Contact Form 7 - Nimble Addon (WordPress Plugin)

The addon plugin integrates Contact Form 7 plugin with Nimble CRM to allow automatic importing of leads on form submission.

Description

The plugin is currently in beta. Please take a second to report any issues you encounter either in out support forum or submit a bug report.

Contact Form 7 - Nimble Addon plugin streamlines your lead generation process to help you import leads to your Nimble account automatically whenever CF7 form is submitted.

The plugin uses Nimble API to add a new lead record, it also checks to make sure the lead is new and will not create duplicate record.

Note, this is an early beta release. Currently, the plugin will import the following fields:

  • First Name
  • Last Name
  • Title
  • Phone (work)
  • Phone (mobile)
  • Email

We've included an easy to use field mapping interface to allow you to map your contact form fields with Nimble fields. Once you map fields, you must use the same form field tags throughout your forms to make sure information is being imported. For example, if you use [first-name] tag and that's what you used to map it to Nimble field, all forms must use [first-name] to import lead's first name.

Usage Tip: When your form submissions are emailed to the email connected with your Nimble, you will be able to view emails in the stream of the newly created lead. Any additional fields that were not imported, will be available in your email.

IMPORTANT: This plugin requires Nimble app to be created to sync your WordPress with Nimble. Don't worry, it's a quick setup process, free and video tutorial includes everything you need to know and how to do it.

To-do List

  • Create automatic task for each lead imported, to make sure leads are followed up with in a timely fashion
  • Import fields as notes
  • Add support for all other contact fields

Support Forum

Visit our support forum to get help with the plugin and report issues.

Installation

  1. Upload plugin folder to the /wp-content/plugins/ directory or simply search for the plugin and install it
  2. Activate the plugin through the 'Plugins' menu in WordPress
  3. Go to Nimble menu option and watch video to complete setup

View installation and setup video [here](youtube http://www.youtube.com/watch?v=Su7tyKNmxg0 "Youtube")

Frequently Asked Questions

It's broken, what should I do?

Visit our support forum to get help and report issues.

Can you install it for me?

Yes, plugin installation is $35. Visit plugin page to purchase it.

Screenshots

  • View screenshots here

Changelog

  • 0.1 Initial Release

About

The addon plugin integrates Contact Form 7 plugin with Nimble CRM to allow automatic importing of leads on form submission.

Resources

License

Stars

Watchers

Forks

Releases

No releases published

Packages

No packages published

Languages