CRM

CRM Set Up #

• To Set Up CRM, first Create a Form

How to Create Form #

Follow the Video Screen-cast:

Follow the Step By Step Process

Step=>1: Go to Dashboard=> Pages=> Add new=>

• Add Page Title
• Select Template Elementor Canvas
• Click on Publish
• Edit with Elementor

• Step=>2: Search For Metform=> Drag and Drop

• Step=>3: Click on the selected Icon

• Step=>4: Select form option from previously created form

• Or you can select New=> Enter your Form Name=> Click on Edit Form

• The Created Form will Appear=> Click on Form Setting

Form Setting #

Go to Form Setting=> CRM

• Enable Hubsopt Contact: Get the Metform Submissions Data in the Hubspot Contact List. You can disable this option if you want. See Documentation to Enable Hubspot Contact
• Hubspot Forms: Fetch Hubspot form and you can choose in which Hubspot form field you want to Send the Metform input Data. See Documentation to Fetch Hubspot Form
• Enable Zoho Contact : Get the Metform Submissions Data in the Zoho Contact List. See Documentation to Enable Zoho Contact