If you are using Jetpack CRM on a separate site and want to add contacts via Contact Form 7 from an external site, please follow the steps in this guide. Otherwise, if you only have one site, please check this separate guide on setting up your Contact Form 7 to work properly with Jetpack CRM.
The plugins you will need:
- Jetpack CRM – installed and activated on your CRM site
- Jetpack CRM Contact Form 7 – installed and activated on your CRM site
- Jetpack CRM API Connector – installed and activated on your external site
- Contact Form 7 (official plugin) – installed and activated on your external site
- On the CRM site, go to Jetpack CRM > Core Modules and make sure API is enabled.
- Then, go to Jetpack CRM > CRM Settings > API and copy the API Endpoint, API Key, and API Secret.
- On the external site where the official Contact Form 7 is, install and activate the Jetpack CRM API Connector extension. Then, go to Jetpack CRM API in the WP Admin dashboard, and enter the API Endpoint, API Key, and API Secret that you got/copied from the CRM site. More on this here.
- On the external site, ensure the Contact Form 7 form is properly set up to work with Jetpack CRM. Please note that the form should have a hidden field with the
jetpackcrm-addvalue. Please check this guide to know more about setting up Contact Form 7.
- On the CRM site, install and activate the Jetpack CRM Contact Form 7 extension.
We have a known issue where permalink settings must be re-saved in order for the API connector to work properly.
To do that, on your CRM site, navigate to WP-admin > Settings > Permalinks. Click on “Save Changes” (you do not need to make any actual changes to permalink settings)
Once you have completed these steps, when someone submits the Contact Form 7 form on the external site, it should be added as a contact on the CRM site