Imagine someone researching for a solution to their problem. They end up on some websites, including yours, and leave their info in the contact forms.
What’s next? They will wait.
The first one that follows up on them will usually get them as a customer. How do you follow up your leads quickly, before your competitor does?
That’s what we’re going to solve in this post.
Why use amoCRM?
The closest thing you can get to the real, human customer, is through the messaging apps on their mobile phones. Some apps even have separate tools for businesses, like WhatsApp with their WhatsApp Business.
The problem is, your customers are all using different platforms. WhatsApp, Facebook Messenger, Skype, WeChat, Telegram, or even Instagram DM. This is where amoCRM wins compared to other CRM systems. You can meet your customer on any platform imaginable, without having to switch between the apps. You get to reply to all of them from one unified inbox, from the amoCRM inbox!
Passing your lead from WordPress to amoCRM
We’ve talked about the importance of speed when it comes to getting new clients. To save time, you’ll want to automatically input leads automatically on your CRM every time a new lead is captured through your WordPress form. Here’s how.
Before you follow this guide, make sure you have:
1. Get set up with Zapier.
Next, create an account with Zapier themselves. Now you’re ready to get started!
2. Make a Zap!
Integrations between applications handled by Zapier are called Zaps. We’ll be creating a Zap that will connect Ninja Forms with amoCRM. It’s super simple. Just log into your Zapier account and click “Make a Zap” in the left toolbar.
3. Setup your Zap to connect any WordPress form with amoCRM
Once you’re in the zap setup page, just search Ninja Forms in the App & Event search bar to find us:
Leave “New Form Submission” set as the Trigger Event and Continue. You’ll now be shown a webhook:
Copy it, then head back to WordPress and into your form (or create one to the specifications you need). Add a Zapier action and paste the webhook into the Zapier Webhook field:
Now Publish (save) the form, Preview the form, enter test data into each field (do not skip this step!), and Submit the form preview. Now head back to Zapier, and click ‘Continue’.
You’ll now be prompted with a few options to proceed. We recommend to Test & Continue to make sure the webhook has succeeded in establishing a connection. If anything goes wrong, Zapier will give you troubleshooting steps.
On a successful test, it’s now time to connect WordPress to amoCRM. Same as before, search and select them:
There are a few options for the event, such as creating a new lead and a new contact. In this tutorial, we’ll create a new lead every time there’s a new submission on our form.
With your action selected, you’ll then be asked to authorize your amoCRM account.
Fill it with your amoCRM account info. You can find the API Key by going to your amoCRM dashboard, clicking your profile picture on the top left of the screen >> Profile >> API.
Once you’ve added your amoCRM account successfully, you’ll be able to choose that account in Zapier. Click ‘Continue’.
Next, you should see the relevant fields for amoCRM appear:
Now just map the fields of your form to the amoCRM fields you want to populate. The only required fields are the Lead Name and the Unique Status Identifier. You can get the Lead Name from your ‘Name’ field in your form. For the Unique Status Identifier, you’ll get to choose from the Pipeline Stages.
You’ll see that Zapier is using the field data from when you submitted the form preview above to learn which field is which. When you continue, this test data will be sent through to your amoCRM to confirm the connection!
Ta-da! Your lead info will now be inputted to your CRM automatically!
Now, you’ll be the first to follow up on your leads! If you’re here at the bottom of this article but haven’t started any of the steps yet, start by getting the Zapier add-on. amoCRM can be even more powerful when integrated with your favorite tools, like Stripe, Mailchimp, Dropbox, and Calendly. See the full list of amoCRM integrations here.
We hope this tutorial makes managing your business easier! What integration would you like to see a tutorial for next?