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Integrating Elementor Form with Your CRM: A Step-by-Step Guide
Integrating Elementor Form with Your CRM: A Step-by-Step Guide

Elementor forms Integrating, Website integration, Wordpress

Daniel Johns avatar
Written by Daniel Johns
Updated over a week ago

Integrating your Elementor form with a Network Leads CRM system can streamline your lead management process and ensure that your website-generated leads are seamlessly added to your CRM database. In this article, we will guide you through the process of integrating Elementor forms with your Network Leads CRM. By following these steps, you'll be able to easily add new lead sources and capture form submissions directly into your CRM for effective lead tracking and management.

Step 1: Add a New Lead Source:

1. Login to your Network Leads CRM account.

2. Navigate to the settings section by clicking on "Settings" in the left sidebar.

3. From the settings menu, select "Leads" and then click on "Source."

4. Click on the "Add Source" button.

5. Provide a name for your lead source, for example, "My Website."

6. The system will generate a unique key for your lead source.

7. Copy the generated unique key as you will need it in the next step.

8. Keep the unique key and the following URL handy: `https://www.network-leads.com/api/post.php?uniquekey=XX-XXXX`, where "XX-XXXX" represents your unique key. Make sure to replace "XX-XXXX" with your actual unique key.

Step 2: Edit Form Field in Elementor:

1. Access the Elementor form you want to integrate with your CRM.

2. Click on the "Edit Form Field" option.

3. Begin editing the system field.

4. Refer to the Network Leads CRM API instructions for the appropriate label reference. You can find the API instructions at https://www.network-leads.com/#/api.

5. Use the field name provided in the API instructions and enter it in the "Input Label" field in your Elementor Form.

Step 3: Configure Actions After Submit:

1. Within the Elementor form editor, click on "Action After Submit."

2. Add the "Webhook" option as the action to be performed after form submission.

Step 4: Specify the Webhook URL:

1. Use the Webhook URL that was created at the beginning of this process.

2. Paste the Webhook URL into the URL input field in Elementor.

{Include an image that highlights the URL input field and the pasted Webhook URL}

when you add the web hook url make sure that the "advanced" toggle is turned off.

Step 5: Update and Test:

1. Click on "Update" to save your changes in the Elementor form editor.

2. Congratulations! You have successfully integrated your Elementor form with your CRM.

3. To ensure everything is functioning correctly, it is essential to run a test by submitting a form on your landing page and verifying if the lead data is being captured in your CRM.

Integrating Your Elementor Form with Network Leads Account

By following the steps outlined in this guide, you can easily integrate your Elementor form with your Network Leads Account. This integration allows you to efficiently manage your leads, ensuring that form submissions from your website are automatically added to your CRM for effective lead tracking and follow-up. Streamlining your lead management process through CRM integration can save you time and effort, enabling you to focus on nurturing and converting leads into valuable customers.

Step 1: Log into Your Account

First, log into your Network Leads Account. On the home page, click on the “Settings” tab.

Step 2: Connect Elementor Form to Your Network Leads Account

In the settings page, find the “Integrations” tab and click it. You will be taken to a page of different integrations that you can use. Look for the section entitled “Elementor Forms” and click the “Connect” button. This will open a window where you can enter your Elementor form credentials. Enter your username and password, and you should be good to go.

Step 3: Customize Your Settings

Once connected, you can customize the integration to suit your lead management strategies. In the field labeled “Lead Type”, you can select the type of lead that should be generated when someone fills out your form.

Step 4: Test Your Integration

Once you've configured your settings, go ahead and test the integration to ensure that everything is working properly. For this, you will need to create a dummy submission. If all goes well, you should see your dummy submission appearing in your Network Leads account.

Integrating your Elementor Form with your Network Leads Account can save you a lot of time and effort when it comes to managing and tracking your leads. Following the simple steps outlined in this guide, you’ll be able to quickly and easily set up the integration.

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