Contact Form 7 – Teamleader CRM Integration Guide

Installation

WordPress Dashboard
  • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’.
  • Click on ‘Upload Plugin’.
  • Upload plugin zip.
  • Activate plugin.
FTP, SFTP, SCP etc…
  • Unzip plugin zip.
  • Upload the unzip plugin folder to your ‘/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…).
  • Activate plugin.

Configuration

  • Go to ‘Admin’ -> ‘CF7 – Teamleader’ -> ‘Configuration’.
  • Register App in Teamleader CRM to get Client ID and Client Secret. The guide is here.
  • Client ID: Add your Teamleader CRM App Client ID.
  • Client Secret: Add your Teamleader CRM App Client Secret.
  • Click on ‘Authorize’ button.
  • You can see Teamleader CRM login page if not logged in Teamleader CRM. If not logged in Teamleader CRM, login to Teamleader CRM.
  • Click on ‘Allow’ button.

Integration

  • Go to ‘Admin’ -> ‘CF7 – Teamleader’ -> ‘Integration’.
  • You can see list of Contact Form 7 forms.
  • Click on edit form icon which you want to integrate form.
  • Select a module you want to integrate with current form.
  • Click on ‘Filter’ button to filter module fields.
  • Check ‘Teamleader CRM Integration?’ checkbox if you want to integrate Teamleader CRM.
  • Map fields which you want to map.
    • Contacts: Last Name field is required.
  • Click on ‘Save’ button to map fields.
  • Note: Map fields which is creatable in Teamleader CRM module.