CARET Legal CRM allows you to manage your leads. One way that leads can enter your funnel is from your website
CARET Legal CRM has the ability to capture web form data and place it into the CRM seamlessly using Gravity Forms as the web form creator and our custom plugin to extend functionality and connect directly to Zola CRM.
CARET Legal CRM has the ability to capture web form data and place it into the CRM seamlessly using Gravity Forms as the web form creator and our custom plugin to extend functionality and connect directly to Zola CRM.
The paid/full version of Gravity Forms must be installed and activated to use this plugin, the basic license or above.If you are an Omnizant client, please contact their support and they will be happy to set this up for you.
Installation
- Log into your WordPress dashboard.
- On the left-hand menu select "Plugins"
- Make sure that the Gravity Forms Plugin is installed and activated
- On the top left, click “Add New”
- Search “Zola CRM Add-on for Gravity Forms” in the search box
- Click “Install Now”
- After WordPress is done installing, click “Activate Plugin”
Plugin Setup
- After installation, On the left-hand menu select "Forms"
- Then under "Forms" select "Settings"
- On/Under the "Settings" page select "CARET Legal CRM". Here you will be able to enter your CARET Legal CRM account Token
- Go to your CARET Legal Account's Firm Settings
- Select the "CRM Options" tab
- Copy your account's "Token for External Submissions"
- Enter your token and click “Update Settings”. If your token is valid, you will see a green checkmark next to your field. If your token is not valid, you will see a red X next to the field.
Form Setup
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On the left-hand menu click "Forms"
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Select any of your working forms with existing fields in it. If you don't have any current forms you will need to create them on the Gravity Forms plugin.
- Within the form under the "Settings" tab click “CARET Legal CRM”. Here, you will map out the Gravity Form fields to the CARET Legal CRM fields. (First Name, Last Name, Email Address, Phone Number, Message)
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Check “Enabled” to allow this form to submit data to CARET Legal CRM.
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By default, the most relevant Gravity Forms fields will be selected In the dropdowns to match the CARET Legal CRM fields. Review the mapping and make any changes if necessary.
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Separate fields for First Name and Last Name are required
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In addition to submitting the fields in the mapping settings. The plugin also collects the following visitor information via cookies then passes the data on submitting it to CARET Legal CRM:
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Referrer URL (The URL that the visitor came from before reaching your domain)
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Visited URLs (The URLs that the user visited and how much time was spent on each)
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Submission URL (The URL of the submitted form)
Interested in making your webform more secure? Add a CAPTCHA to it to verify all of your submissions legitimate and reduce spam.
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