LeadConnector Add-OnPRO

The LeadConnector add-on seamlessly integrates WordPress with LeadConnector, allowing you to push new form submissions to LeadConnector objects using form actions or instantly generate WordPress forms from your LeadConnector objects with a single click. For example, you can automatically capture sales inquiries as new Contacts and Opportunities in LeadConnector.

Limitations
The LeadConnector API V2 is currently unable to support:

  • Custom field population for Company (business) records.
  • Signature custom fields.
  • Textbox List custom fields.
external-tracking.js
Do not use this add-on in conjunction with the LeadConnector external-tracking.js script. This script is not only a tracking script, it also adds object records and will result in duplicate record errors. Instead, use this add-on in isolation. You can use the WS Form tracking features to map tracking data to LeadConnector.

Demo

Use this download link to download a full example of creating a contact, company and opportunity from a single form.

Download Demo

Installation

The LeadConnector plugin is installed in the same way as installing the WS Form PRO plugin.

Once installed you will need to activate the license for the plugin. When you purchase the LeadConnector plugin, you will be given a license key. If you have lost your license key(s), click here.

To activate your license key:

  1. Click WS Form in the WordPress administration menu.
  2. Click Settings.
  3. Click the LeadConnector tab at the top of the page.
  4. Enter your license key.
  5. Click the Activate button.

If your license key fails to activate, please ensure you are using the correct license key and not your WS Form PRO license key.

Connecting to LeadConnector

In order to use the add-on, you need to connect it to LeadConnector. Connecting is easy!

  1. Click WS Form in the WordPress administration menu.
  2. Click Settings.
  3. Click the LeadConnector tab at the top of the page.
  4. Click Connect and follow the onscreen prompts

Working Objects

Because of the number of objects in LeadConnector, you select the objects you want to work with on the settings page. Custom objects you create in LeadConnector are also included in this list. When the plugin is first installed, we select the most common objects for you such as Contacts, Companies and Opportunities.

To add or change the objects you want to work with, choose the objects from the select list on the LeadConnector settings page.

To select more than one object:

  • On a Mac, hold the Command key and click the object names
  • On a PC, hold the CTRL key and click the object names

Click Save after you have made any changes.

Creating a Form for LeadConnector

Automatically

WS Form can create a form for any of your LeadConnector objects in a single click. This process not only creates a form but also fully configures WS Form so that the form is ready to use immediately.

To create a LeadConnector form in WS Form:

  1. Click WS Form in the WordPress administration menu.
  2. Click Add New.
  3. Select the LeadConnector tab at the top of the page.
  4. Click on any of your working LeadConnector objects.
  5. Wait a few moments while the form is created.

That’s it! Your form will be created and is ready to add to your website.

If your object does not appear, click the refresh icon in the LeadConnector tab.

Manually

It is also possible to use any form created in WS Form and add an action so that it is submitted to a LeadConnector object when a user saves or submits their form.

To add a LeadConnector action:

  1. When editing your form, click the Actions icon at the top of the page. The Actions sidebar will open on the right-hand side of the page.
  2. Click the Add icon to add a new action.
  3. Select Add to LeadConnector from the Action pulldown. A series of settings will appear.

As with all sidebars in WS Form, click to the Save button at the bottom to save your changes, or click Cancel to disregard your changes.

The LeadConnector action settings are as follows:

When Should This Action Run?

You can choose to run the LeadConnector action when the form is saved, submitted, or both.

Object

Select the working LeadConnector object you would like to push data to.

Object ID

Leave blank to create a new object record. Enter an object ID to update a particular record ID.

Opt-In Email (Optional)

Shown only for the Contact object.

Use this setting to select which of your fields to act as the email opt-in field. We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked opt-in checkbox on your forms to ensure you comply with GDPR requirements.

If the checkbox on the form is checked by the user, the DND (Do Not Disturb) for Email setting in LeadConnector will be unchecked.

Opt-In Text Messages (Optional)

Shown only for the Contact object.

Use this setting to select which of your fields to act as the Text Messages opt-in field. We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked opt-in checkbox on your forms to ensure you comply with GDPR requirements.

If the checkbox on the form is checked by the user, the DND (Do Not Disturb) for Text Messages setting in LeadConnector will be unchecked.

Opt-In Text Calls & Voicemails (Optional)

Shown only for the Contact object.

Use this setting to select which of your fields to act as the Calls & Voicemails opt-in field. We recommend adding a checkbox field with a single checkbox. It is always recommended that you have an unchecked opt-in checkbox on your forms to ensure you comply with GDPR requirements.

If the checkbox on the form is checked by the user, the DND (Do Not Disturb) for Calls & Voicemails setting in LeadConnector will be unchecked.

Contact ID

Shown only for Opportunity objects.

Use this setting to associate the opportunity with a contact. Enter the contact record ID. WS Form variables can be used in this field.

By default this is set to:

#leadconnector_contact_id

This assumes that you have another “Add to LeadConnector” action prior that creates a Contact object record. The #leadconnector_contact_id variable will contain the record ID of the previously created contact.

Pipeline: Stage

Shown only for Opportunity objects.

Use this setting to choose which pipeline and stage the opportunity will be added to.

Status

Shown only for Opportunity objects.

Use this setting to choose the initial status for an opportunity.

Monetary Value

Shown only for Opportunity objects.

Use this setting to choose the monetary value for an opportunity. WS Form variables can be used in this field, for example:

#ecommerce_cart_total

Source

Shown only for Contact and Opportunity objects.

The source setting is used to provide a text string describing the source for a contact or opportunity. This defaults to:

#blog_name: #form_label

You can change this to anything you wish and it can include WS Form variables.

Assigned User ID (Optional)

Shown only for Contact, Opportunity and custom objects.

This setting is used to assign a contact or opportunity to a LeadConnector user. Enter the User ID into this setting.

To obtain a user ID in LeadConnector:

  1. Ensure you are in Agency View.
  2. Click Settings.
  3. Click Team.
  4. Copy the User ID from a user (In the Email column).

Field Mapping

Field mapping tells WS Form which of your form fields relate to the corresponding fields in LeadConnector. For example you would want to map your Email field to the Email field in LeadConnector.

To map a field:

  1. Click the Add  icon at the bottom right of the Field Mapping setting.
  2. In the left-hand column, select your form field.
  3. In the right-hand column, select the corresponding LeadConnector field.
  4. Repeat this process for each field on your form.
  5. Click the Save button at the bottom of the sidebar to save your changes.

Custom Mapping

Custom mapping allows you to set a LeadConnector field to any value you wish, including the use of WS Form variables. For example you might want to map a tracking variable to a custom field in LeadConnector.

To add a custom mapping:

  1. Click the Add  icon at the bottom right of the Custom Mapping setting.
  2. In the left-hand column, enter a value or a WS Form variable.
  3. In the right-hand column, select the corresponding LeadConnector field.
  4. Repeat this process for each field on your form.
  5. Click the Save button at the bottom of the sidebar to save your changes.

Find Duplicates By

Shown only for Contact, Opportunity and custom objects.

The LeadConnector add-on can detect duplicates by any of your object fields. When a duplicate is found, you can opt to either update the object using the newly submitted data, or do nothing. Use this setting to choose which LeadConnector field to deduplicate by. This field must be mapped in order for deduplication to work correctly.

If Duplicate Found

If a duplicate record is found, it will carry out the method selected here.

  • Update – Will update the record.
  • Ignore – Will not update the record.

Tags

Shown only for Contact objects.

LeadConnector allows you to tag contacts with lowercase tag names. WS Form variables can be used in tag names.

To add a tag:

  1. Click the Add  icon at the bottom right of the Tags setting.
  2. Enter your tag name, e.g. website form.
  3. Repeat this process for each tag you wish to add.
  4. Click the Save button at the bottom of the sidebar to save your changes.

Relationships

When a company, contact, opportunity, or custom object is created you can create relationships in LeadConnector that can be used to associate one object with another. Examples of associations in LeadConnector include:

  • Companies to Contacts
  • Opportunities to Contacts

To create a relationship:

  1. Click the Add  icon at the bottom right of the Relationship setting.
  2. In the Association column, choose the association you want to create.
  3. In the ID From column, enter the record ID you want to use for the left side of the association.
  4. In the ID To column, enter the record ID you want to use for the right side of the association.
  5. Repeat this process for each relationship you want to create.
  6. Click the Save button at the bottom of the sidebar to save your changes.

The ID From and ID To settings can include WS Form variables (see below).

Variables

When the add-on creates or finds a duplicate object, the object ID can be used in subsequent LeadConnector actions by using the following variables:

 

Variable Description
#leadconnector_contact_id ID of the last contact created.
#leadconnector_company_id ID of the last company created.
#leadconnector_opportunity_id ID of the last opportunity created.
#leadconnector_object_id ID of the last record created (including custom objects).
#leadconnector_object_id_first ID of the first record created (including custom objects).

This means that you can associate other objects with a previously created object (e.g. an opportunity related to a contact).

Troubleshooting

If the connection between your website and LeadConnector stops working, click Disconnect then Connect to reconnect. You should also check the LeadConnector status page to see if there are any problems with their API / REST connections.

If any submissions do not make it to LeadConnector because of a technical error, you can resend them:

  1. Go to Submissions
  2. Find and view the submission that did not push to LeadConnector
  3. Scroll down to the action section
  4. Click the Re-run action