Caldera Forms

#Overview

WP Fusion integrates with Caldera Forms to add contacts to your CRM when they submit a form on your site. You can also tag contacts based on the form that was submitted.

#Setup

After creating your form, go to the form Processors tab, and click Add Processor.

The user interface displays five form processors: Auto Responder, Redirect, Conditional Recipient, Increment Value, and WP Fusion. Each features a Use Processor button for seamless WP Fusion CRM integration.

From the list select WP Fusion, and a settings panel will display.

Screenshot of a WordPress plugin interface for form processors. The screen shows options to configure WP Fusion CRM integration, including applying tags and selecting form fields like email, first name, last name, organization name, and phone.

At the top you can enter a comma-separated list of any tags you’d like to be applied when the form is submitted.

Beneath this is a list of all the available fields in your CRM. For each field you can associate a field from your form by clicking on the box in the right column.

Was this helpful?

These features require a

Personal

license of WP Fusion

You may also like