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.

Admin

July 21, 2025

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