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How to Integrate CRM with WordPress MetForm Plugin

Follow the steps below to connect your MetForm (WordPress form plugin) with your CRM and start sending leads automatically.


✅ Step 1: Download the Plugin

  • Download the CRM WordPress plugin from Download Plugin zip.

  • Extract the plugin .zip file.

  • Install and activate it in your WordPress admin panel under Plugins > Add New > Upload Plugin.


✅ Step 2: Form Preparation

  • If your lead ad is already running, export all the leads till date. You can continue using your existing MetForm.

  • If you’re creating a new form, design your MetForm first with required input fields (like name, phone, email, etc.).


✅ Step 3: Get Your CRM API Key

  • Visit the guide here: How to Generate API Key

  • Copy your API Key and User ID from your CRM Master Admin panel.


✅ Step 4: Configure CRM Plugin in WordPress

  • Go to your WordPress Dashboard > CRM Lead Integration Settings.

  • Paste the following:

    • API Key

    • User ID

    • Endpoint URL (https://v1app.borgerp.com/api/leadAdd.php)

  • Select the MetForm you want to connect from the dropdown list.

  • Click Save.


✅ Step 5: Match Form Fields with CRM Variables

  • Edit your selected MetForm.

  • For each input field (like name, mobile, email, etc.), set the name attribute to match the CRM API field variable.

    • Example:

      • name → full_name

      • phone → mobile

      • email → email_id

  • Add a hidden field in your form for lead_source  <input type="hidden" name="lead_source" value="Website"/>

  • Save your form.


✅ That’s It!

Your WordPress form is now connected to your CRM. Leads submitted through your MetForm will be automatically pushed into the CRM in real-time.

???? Note: If you regenerate your API key, don’t forget to update it here to avoid disruptions.

 

If still any concern or need one-to-one session with our product experts reach out to us https://wa.me/+919667916787 or mail us from your registered email id to "[email protected]" our team will get back to you

 

Admin
July 21, 2025
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