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]

Subject
    [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.

Updated on November 6, 2018

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Comments

  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.

  3. How do I add the ‘Company Name’ field to an enquiry form? I do not see it in the ID list above. Thanks in advance.

    1. Hi John

      Company (B2B) mode isn’t handled via the contact form 7 – it’s for adding contacts (not companies).

      If we add support for company in the future I’ll update this guide.

  4. hello
    I have already contact form 7 plugin. I created this form to test the automatic data enter in ZBS, and it doesn’t work.

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

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

    Subject
    [text your-subject]

    Your Message
    [textarea your-message]

    Your Choice
    [select food-choice “Chicken” “Pork” “Beef”]

    [hidden addtozbs default:addtozbs = “addtozbs”]
    [submit “Send”]

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