How to Setup your Contact Form

The Contact Form 7 extension allows you to capture leads from your Contact 7 forms into  your Zero BS CRM as Leads.

The way that Contact Form 7 is setup means that there’s some mapping required before the data will be captured in your CRM.

The Standard Contact Form 7

When you first activate contact from 7 plugin there’s a form created which looks like this

Your Name (required)
    [text* your-name]

Your Email (required)
    [email* your-email]

    [text your-subject]

Your Message
    [textarea your-message]

[submit "Send"]

Turning it into a ZBS Contact Form

To use the form to capture data into ZBS CRM you’ll need to edit the fields. Here’s what you need to capture first name, email and notes.

It’s also important that you add a hidden field with addtozbs this tells the Contact Form 7 plugin that this is a form that you want to capture into ZBS CRM.

First Name (required)
    [text* fname] 

Last Name (required)
    [text* lname] 

 Your Email (required)
    [email* email] 

 Subject (required)
    [text* subject]

 Your Message (required)
    [textarea* notes] 

[hidden addtozbs default:addtozbs = "addtozbs"]
[hidden status default:status = "Lead"]

[submit "Send"]

In the above example, Subject is not passed through to ZBS CRM however it is used on the other end when hooking up to the email that’s sent on successful completion (and imported into the help desk software).

We’ve also added the ability to customise the status of the contact that’s added. In the above the contact will be Lead but you can pass other statuses to each form if you want the status to be different.

The “Mail” tab

It’s also important to make sure the mail tab is setup correctly.

Custom Fields

To capture a custom field you use the slug of the custom fields which is shown under the field name. If your field name is called “Food Choice” then the slug will (probably) be food-choice.

So the above you’d do something like

[hidden addtozbs default:addtozbs = "addtozbs"]
[submit "Send"]

Marking the field as food-choice.

Click here to see the full contact field name list, but note, for forms it’s important to make sure your field labels match the slug of your custom field.

Contact Tags

You can also tag your contacts using your contact form. To do this you add a field like

zbs-tags "tag one, tag two"]

This will add two tags to your contact “tag one” and “tag two”

Updated on June 23, 2020

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