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Connecting to WordPress Website Contact Forms

Introduction

You can connect Privyr to your WordPress website to receive new leads submitted via your website contact forms in your Privyr account. This gives you instant new lead alerts and automatically creates the leads in your client list so you can immediately contact them.

Privyr works with popular WordPress contact forms such as Contact Form 7, WPForms, Elementor Forms, Gravity Forms, Ninja Forms, Divi, and more.

Note that you’ll need to have admin access to a website built on WordPress, with the relevant contact form builder plugin or theme already installed and activated.

Connecting to WordPress

Connecting your Privyr account to WordPress only takes a minute, and can be done directly from your WordPress account. You’ll only have to set this up once, even if you’re using multiple contact form plugins on your site.

Follow the instructions below to connect your WordPress contact forms to Privyr:

  1. Log into your WordPress admin site
  2. Click on Plugins in the left admin panel
  3. Click on Add New in the left admin panel
  4. Search for ‘privyr‘ to find the Privyr CRM plugin
  5. Click on Install Now and wait a few seconds
  6. Click on Activate once the installation is complete
  7. Click on Privyr CRM at the bottom of the left admin panel
  8. Enter your Privyr Account Token
  9. Click on Save

Once done, your compatible contact form plugin(s) will be connected to Privyr and show a green connected status. You can submit test leads on your website contact form(s) to ensure you receive them instantly in your Privyr account.

You’ll also have the option of adding a ‘Website Name‘ that will be displayed on your new lead alerts and client details to let you know where the lead came from.

New Lead Alerts

Once you connect your WordPress website to your Privyr account, any new leads submitted via your contact forms will send you a new lead alert via the Privyr app and email. You can configure these alerts via your Account Notification Settings.

Tap the alert to view the lead with all the captured information displayed on their notes field. You can immediately contact them or send an auto-personalised Quick Response.

You can also enable additional alerts if you haven’t acted on a new lead within 15 minutes and 60 minutes, in case you missed the first notification. You can enable these extra alerts via your Account Notification Settings.

All new leads from your website will be displayed with a NEW LEAD label on their client details and on the client list until you act on them. They’ll also appear in your New Leads group.

Depending on your New Lead Settings, the NEW LEAD label may be automatically removed when you view the lead, click their contact buttons, send them content, and/or set a follow up. You can also manually mark or unmark a new lead via the options menu when viewing the lead.

Connecting to Contact Form 7

You can connect Privyr to Contact Form 7 to instantly receive new leads submitted via Contact Form 7 in your Privyr account.

To connect to Contact Form 7, follow the same steps as Connecting to WordPress. This will automatically connect to Contact Form 7 as long as it is already installed and activated on your WordPress website.

Once connected, you’ll see Contact Form 7 displayed with a green connected status.

Connecting to WPForms

You can connect Privyr to WPForms to instantly receive new leads submitted via WPForms in your Privyr account.

To connect to WPForms, follow the same steps as Connecting to WordPress. This will automatically connect to WPForms as long as it is already installed and activated on your WordPress website.

Once connected, you’ll see WPForms displayed with a green connected status.

Connecting to Elementor Forms

You can connect Privyr to Elementor Forms to instantly receive new leads submitted via Elementor Forms in your Privyr account.

To connect to Elementor, follow the same steps as Connecting to WordPress. This will automatically connect to Elementor as long as it is already installed and activated on your WordPress website.

Once connected, you’ll see Elementor displayed with a green connected status.

Connecting to Gravity Forms

You can connect Privyr to Gravity Forms to instantly receive new leads submitted via Gravity Forms in your Privyr account.

To connect to Gravity Forms, follow the same steps as Connecting to WordPress. This will automatically connect to Gravity Forms as long as it is already installed and activated on your WordPress website.

Once connected, you’ll see Gravity Forms displayed with a green connected status.

Connecting to Ninja Forms

You can connect Privyr to Ninja Forms to instantly receive new leads submitted via Ninja Forms in your Privyr account.

To connect to Ninja Forms, follow the same steps as Connecting to WordPress. This will automatically connect to Ninja Forms as long as it is already installed and activated on your WordPress website.

Once connected, you’ll see Ninja Forms displayed with a green connected status.

Connecting to Divi Forms

You can connect Privyr to Divi Forms to instantly receive new leads submitted via Divi Forms in your Privyr account.

To connect to Divi, follow the same steps as Connecting to WordPress. This will automatically connect to Divi as long as it is already installed and activated on your WordPress website.

Once connected, you’ll see Divi displayed with a green connected status.

Connecting to Houzez

You can connect Privyr to Houzez to instantly receive new leads submitted via Houzez in your Privyr account.

To connect to Houzez, follow the same steps as Connecting to WordPress. This will automatically connect to Houzez as long as it is already installed and activated on your WordPress website.

Once connected, you’ll see Houzez displayed with a green connected status.

Connecting to Forminator

You can connect Privyr to Forminator to instantly receive new leads submitted via Forminator in your Privyr account.

To connect to Forminator, follow the same steps as Connecting to WordPress. This will automatically connect to Forminator as long as it is already installed and activated on your WordPress website.

Once connected, you’ll see Forminator displayed with a green connected status.

Updated on January 17, 2023

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