MWB Contact form 7 Integration with Keap – Generating leads and contacts,Synchronization,Mapping

Description

MWB CONTACT FORM 7 INTEGRATION WITH KEAP IS A RELIABLE INTEGRATION OF KEAP (FORMERLY K/A INFUSIONSOFT) WITH FORM SUBMISSIONS. IT IS OF GREAT ASSISTANCE WHEN IT COMES TO GENERATING LEADS AND CONTACTS.

Integrating Contact Form 7 and Infusionsoft is an asset for your website. It effortlessly syncs the forms’ data with the platform. This Keap integration plugin also allows you to generate entries in contacts and various salesforce objects.

Using the plugin, you can create as many feeds as you want. Feeds are the rules based on which the contact form submissions are sent to the Keap modules. This data sync is of high value since it helps you run effective campaigns and convert your leads with minimal effort.

Along with the plugin, you will also get other functionalities to ease your process of form submission The plugin also provides the user with settings adding more utility and making the form submission data synchronization process effortless. These settings include viewing logs, e-mail notifications for errors, customization of feeds for field mapping, and many more features.

WITH CF7 INTEGRATION WITH KEAP PLUGIN, YOU CAN:

  • Connect your forms with Keap modules.
  • Integrate the Keap fields with contact forms entries.
  • Use conditional filters wherever necessary. These filters employ AND/OR logic for your form entries that are needed to be synced to your Keap dashboard.
  • Enable email notifications in the settings to notify the errors that occur during data synchronization.
  • Set a primary key that will automatically update data linked to the same.
  • View a comprehensive log of the contact form submissions sent over to the Keap formerly k/a Infusionsoft.
  • Turn on the toggle switch to delete all data when the plugin is installed.

PLUGIN MEETS YOUR REQUIREMENT, SO

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WHAT IS INCLUDED IN FREE CF7 INTEGRATION WITH KEAP PLUGIN

1) Account Authorization
Contact forms- Keap integration plugin allows you to easily connect the forms with your Infusionsoft account using the API keys.

2) Refresh Token in One Click
The plugin dashboard comes with a refresh button to allow you to refresh the access token with just one click. This saves ample time by saving the time spent authorizing the sync between CF7 fields and the Keap module fields each time you want to use your Keap account optimally.

3) Precise Field Mapping
You can define as many feeds as you want using the plugin. The plugin allows you to sync your contact form 7 entries with the Keap object fields as per the feeds set by you in the Infusionsoft- CF7 integration plugin. This will also help in avoiding probable errors that might occur during data syncing.

4) Unique Identification Using the Primary Key
For the Contact Form 7 entries, you can also set a primary key mapped with a Keap module field. The primary key updates the data related to the key for every new entry instead of creating a new one.

5) Notifications of Errors On Email
This integration plugin allows you to enable email notifications by merely a toggle button. You will get notified of an error during data sync on your email. Every time an error occurs during data synchronization, a thorough fault description is sent to you right there in your inbox.

6) Logs for the Data Sync
View the logs of the contact forms data synced with the Keap. Besides being able to view these logs, you can also download this log history. The logs will ease the process of finding out errors, bugs, or other discrepancies that might occur during the sync process.

7) Filter the Form Entries to be Synchronized
You can use the conditional filters given in the MWB CF7 Integration with Keap plugin to filter the entries that you need to update on your CRM using the MWB CF Integration with Keap plugin. These filters work by employing the AND/ OR logic.

Free Demo of MWB CF7 Integration with Keap for WooCommerce

Visit MWB CF7 Integration with Keap Documentation and learn more about the features and working of the plugin.

Check out MWB CF7 Integration with Keap Knowledge base

WHAT PREMIUM VERSION OF MWB CF7 INTEGRATION WITH KEAP OFFERS [COMING SOON]

  • Allows syncing mobile and phone-related data with Keap object fields.
  • Allows syncing of uploaded files with Keap.
  • The premium integration plugin lets you add notes to the Keap objects as well as form submissions.
  • It allows you to add tags to the Keap objects.
  • The premium plugin will allow you to sync data manually.
  • It lets you export CF7 submissions into a CSV file.
  • You can edit the CF7 submissions using the premium CF7 Integrations with Keap plugin.
  • Allows you to associate ‘Owner’ and ‘Company’ to the ‘Contacts’ object.
  • Allows you to associate ‘Contact’ and ‘Owner’ to the ‘Opportunity’ object.
  • You can also ensure to your clientele- GDPR compliance using the settings in the premium integration plugin.

All Contact form 7 plugin

1) MWB CF7 Integration with salesforce CRM
2) MWB CF7 Integration with Insightly
3) MWB CF7 Integration with ZOHO CRM
4) MWB CF7 Integration with Google Sheets

SUPPORT

If you need support or have questions, kindly use our online chat window here or connect with us then Generate a ticket

If our documentation doesn’t contain the solution to your problem, you can visit the MakeWebBetter Forums with your question.

Screenshots

  • Add-Feed
  • Connect-account
  • Dashboard
  • Feed
  • Install CF7
  • Keap Authorization
  • Logs
  • Settings

Installation

Automatic installation

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser. To do an automatic install of the plugin, log in to your WordPress dashboard, navigate to the Plugins menu, and click Add New.

In the search field type ” MWB CF7 Integration with Keap” and click Search Plugins. Once you’ve found our MWB CF7 Integration with Keap plugin you can view details about it such as the point release, rating, and description. Most importantly, of course, you can install it by simply clicking “Install Now”.

Manual installation

The manual installation method involves downloading our MWB CF7 Integration with Keap and uploading it to your webserver via your favorite FTP application. The WordPress codex contains instructions on how to do this here.

Updating

Automatic updates should work like a charm; as always though, ensure you backup your site just in case.

FAQ

How is the MWB CF7 Integration with Keap plugin helpful?

It helps you send all the data from contact form submissions & entries over Keap as per the fields of Keap. This assists you in creating simplified data over Keap

How to set up the MWB CF7 Integration with Keap?

Create an App in your Keap account. You will get the API key and Secret ID from the same app. Copy these keys to enter them in the respective spaces provided. Click on Authorise and you are good to go. If you are still confused, go through the documentation to understand setup through screenshots.

Can we filter the submissions by using MWB CF7 Integration with Keap?

Yes, you can filter CF7 submissions as per feeds given in MWB CF7 Integration with Keap. The feeds allow you to set the filters using AND/ OR conditions.

Can we also see log details within MWB CF7 Integration with Keap?

Yes, we have given an option so that you can view the log details. Enable the logs using the toggle button in the Settings tab.

If the data is not usable, can we delete it?

Yes you can delete the plugin data which is no more required.

If there is any error, will it be notified?

If there is any error then you will get an email notification. Just enable the email notifications to toggle from the ‘Settings tab.

Can we also delete the logs after some days?

Yes, you can Delete logs after N days. You can set the number of days after which the logs will automatically get deleted in the ‘Settings tab. You can also click on the ‘Clear Log’ button in the ‘Logs’ tab to delete the logs. This will not affect the already synced data with the Keap CRM.

Is it possible to download the logs data with MWB CF7 Integration with Keap?

Yes, you can download logs with MWB CF7 Integration with Keap. Just click on the ‘Download’ button in the ‘Logs’ tab.

How many data filters can we use?

You can add “AND”/ “OR” conditional statements while creating a feed. It will act as the conditional filter for the form submissions to be synced with your Keap account.

How to reauthorize if the plugin is disconnected after some hours?

Plugin will remain connected but the access token expires after 24 hours so you can reauthorize merely by clicking on the refresh button given in the plugin.

My question is not listed

Please visit the MakeWebBetter Knowledge base for more detailed Documentation and Support

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Contributors & Developers

“MWB Contact form 7 Integration with Keap – Generating leads and contacts,Synchronization,Mapping” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.0 – Released on 21 September 2021

  • First version