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.

Your Name (required)
    [text* fname] 

 Your Email (required)
    [email* email] 

 Subject (required)
    [text* subject]

 Your Message (required)
    [textarea* notes] 

[hidden addtozbs default:addtozbs = "addtozbs"]

[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)

Custom Fields

To capture a custom field you use the IDs of the custom fields (in the order you’ve created them in the custom fields settings of Zero BS CRM). For example

So the above you’d do something like

[hidden addtozbs]

[submit "Send"]

Marking the field as cf3

What’s the full list?

The standard fields in the Zero BS CRM are marked with specific IDs so you can capture them. Here’s the full list

>> prefix
>> fname
>> lname
>> suffix
>> addr1
>> addr2
>> city
>> county
>> postcode
>> country
>> hometel
>> worktel
>> mobtel
>> notes
>> cf1, cf2, ... , cfn-1, cfn
Updated on September 11, 2017

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  1. You might want to add how to “install” the extension. Looks like it is only a single .php file. I’m guessing I can place it in the root or one of the other folders for the website.

    1. If you upload the ZIP file via the WordPress admin, plugins, add new it’ll install like other plugins.

  2. How do you set up the custom fields exactly? I can’t find a setting for this in the interface.

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