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1. Overview
1. Overview
Now, ANAROCK CRM can be easily integrated with the landing pages powered by WordPress. Usually, in WordPress, clients will use pre-built form plugins to capture leads. Such leads are stored within WordPress which then can be downloaded for further use.
You can integrate WordPress landing pages with below mentioned-forms:
1. Forminator Plugin
2. Contact Form 7
2. Forminator Plugin
Step 1. Creating A Form With Forminator Plugin
- Login to the WordPress website.
- Go to the ‘plugins’ option in the left sidebar. Click on ‘Add New’ in the Plugins.
- Search ‘Forminator – Contact Form, Payment Form & Custom Form Builder’ in the search bar. Click on the ‘Install Now’ button.
- Tap on the ‘Activate’ button. This will install the plugin in WordPress and it will start appearing in the ‘Installed Plugins Page’.
- Installation will also create a ‘Forminator’ plugin option in the left sidebar. Go to the Dashboard of the ‘Forminator’ plugin.
- In the ‘Forms’ section, click on the ‘Create’ button.
- In the pop-up, you can either create a form from scratch or choose a template. After the selection, click on the ‘Continue’ button.
- Enter the name of the form and click on the ‘Create’ button.
- Add the form fields as required.
- Each field can be customized by clicking on the ‘Settings’ option & then ‘Edit Field’ option.
- You can change the ‘Appearance’, ‘Behaviour’, & ‘Email Notification’ settings if required.
- Once the form is created, click on the ‘Publish’ button.
Note: Please follow the order on the form and google sheet as follows:
'name'
'email'
'phone'
'Anarock CRM status'
Step 2: Integrating the Created Form
- Once the form is created & published, click on the ‘Integrations’ option under the ‘Forminator Menu’ in the left sidebar.
- Click on the ‘Plus’ icon for Google Sheets.
- Now, go to this link and create a new project.
- Name your project. In the organization field, if the organization is not added to your Google ID, then choose ‘No organization’. Once details are added, click on the ‘Create’ button.
- Once you’ve created your project, click on the top left hamburger menu > go to APIs & Services > Enabled APIs & services.
- Click the Enable APIs and Services button.
- Go to the ‘Google Workspace’ section. Find and enable Google Drive API and Google Sheets API.
- Once both the APIs are enabled, go to ‘OAuth consent screen’ on the left sidebar under the ‘APIs & Services’. If you’re a Google Workspace user and want this app to be restricted to users within your organization, select the Internal option here. For all other cases, select External. Then click the Create button.
- Add the details in the required fields.
a. App name- Enter the name you like.
b. User support email- Enter the email address with which you have logged in to Google.
If required, you can also add:
a. App logo
b. App domain
- Under the ‘Developer contact information’ section enter the same address as the Google account you’re logged in with. Then click on the ‘Save and Continue’ button.
- Ignore everything on the ‘Scopes’ and ‘Test Users’ screens, and simply click the Save & Continue button on each of those.
- Click the ‘Back to Dashboard’ button at the bottom of the ‘Summary’ screen.
- Click on the ‘Publish App’ button on the next screen and then, click on the ‘Confirm’ button in the pop-up.
- Now go on to the ‘Credentials’ under the APIs & Services in the left sidebar, click on the ‘Create credentials’ dropdown and select ‘Oauth client ID’.
- Choose ‘Web Application’ in the Application Type dropdown.
- Scroll down to the ‘Authorized redirect URIs’ section. Click on the ‘Add URI’ button.
- Go back to the WordPress Forminator Form. Copy the ‘Authorized Redirect URI’.
- Paste it in the ‘Authorized redirect URIs’ field in the Google Cloud. Click on the ‘Create’ button.
- Copy the ‘Client ID’ & ‘Client Secret Key’ from the pop-up.
- Go back to the WordPress Forminator Form and paste it to the ‘Google Sheet Client’ setup respectively. Also, add the ‘Identifier’ field that would allow you to identify this integration. After adding all the details, click on the ‘Re-Authorize’ button.
- In the next pop-up, click on the ‘Authorize’ button and choose the ‘Google Account’ under which the G-Sheet consisting of the lead details will be available.
- Click on the ‘Advanced’ option.
- Click on the site name you connected this to (“unsafe message”).
- Check both the boxes, and tap on the ‘Continue’ button.
- Now the Google Sheet will be integrated with the Forminator Form.
Step 3: Linking the Google Sheet with the Forminator Form
- Go to the ‘Forms’ under the Forminator menu in the left sidebar on WordPress. Go to the form that you created in the 1st Step and click on the ‘Edit’ button.
- Click on the ‘Integrations’ & then click on the ‘Plus Icon’ for the Google Sheet that you integrated in Step 2.
- Enter the name of the form and click on the ‘Next’ option.
- On the next screen in the popup, you can optionally enter the Drive Folder ID where you’d like your Google sheet to be created and stored. The folder ID would be only the part after /#folders/ in the URL.
- Add the name of the Google Sheet & click on the ‘Create’ button.
- Now, when you log in to Google Sheets or Google Drive with the same email address, you can check the created Google Sheet.
- Share the Google Sheet link with the SPOC from ANAROCK CRM and they will link your forms with our CRM.
3. Contact Form 7
Step 1: Creating a form with Contact Form 7
- Login to the WordPress website.
- Go to the ‘plugins’ option in the left sidebar. Click on ‘Add New’ in the Plugins.
- Search ‘Contact Form 7’ in the search bar. Click on the ‘Install Now’ button.
- Create the form with the fields as required.
Step 2: Linking the Form with G-Sheets
Step 3: Sharing the details with ANAROCK Account Managers.
Once the G-Sheet is integrated with the Contact Form 7, please share the sheet with ANAROCK Tech SPOC so that they can create the campaigns and take it ahead for integration.
For any support on our products, please reach out to support@anarock.com
For any feedback, please reach out to tech-feedback@anarock.com
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