Documentation

With seamless integrations to CRMs and your business systems, our WordPress plugins automate your workflow for greater efficiency. Our documentation provides instructions and detailed help guides for each plugin.

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Formidable Forms to Pipedrive CRM

We’re Upgrading to OAuth for Pipedrive Connections

We’ve made an important change to how our WordPress plugins connect to your Pipedrive CRM account. Previously, you may have used a personal API key to link your site with Pipedrive. We’re now moving to a more modern, secure method: OAuth. This change is part of our ongoing commitment to improving security, compatibility, and ease…

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Formidable Forms to Zoho CRM

Formidable Forms to Zoho CRM – documentation

Basic plugin setup Install the plugin and activate it in the WordPress dashboard. As soon as the plugin is activated you will see a new menu item Forms to Zoho CRM in the Formidable dashboard menu. Here you will find the settings for the plugin. Begin by entering your licence key. After your purchase you…

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Campaign Tracker For WordPress

Getting Started with Campaign Tracker for WordPress

This is the getting started guide for our plugin Campaign Tracker for WordPress. If you’re just installing the plugin for the first time… start here.

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Campaign Tracker For WordPress

Understanding Basic and Advanced Fields in Campaign Tracker

Version 4.x bring a new concept of Basic and Advanced Fields – this short article explains the difference between the two.

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Formidable Forms to Pipedrive CRM

Tips for Mapping Your Form Fields to Your CRM

When first setting up field mapping between a form plugin and a CRM (like Pipedrive or Zoho etc.) getting the field values correct is a must. This quick article shows you how.

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Campaign Tracker For WordPress

A deep dive into the different datapoints that can be used

A detailed description of all the marketing data points that can be saved with Campaign Tracker for WordPress

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Media Manager For Genesis

Adding Downloads and External Links to Videos – WordPress Tutorial

Add links (buttons) to additional material relating to a video. Great to show a user a related PDF file or presentation slide deck.

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Formidable Forms to Zoho CRM

Assigning a lead owner in Zoho CRM

Learn how to assign a lead owner when you lead is created in Zoho CRM.

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Campaign Tracker For WordPress

Auto and Manual Tagging – Google Adwords Tutorial – Help for WordPress

In this tutorial, we show you the specifics of how to build your google adwords URL so that it will work with Campagin Tracker.

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Campaign Tracker For WordPress

Campaign Tracker – Basic Fields Tutorial

Campaign Tracker’s new “Basic Fields” give you access to all the key information about your website conversions

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Campaign Tracker For WordPress

Campaign Tracker WooCommerce Support

Beginning with version 3.3 (May 2021) our Campaign Tracker plugin supports WooCommerce. You’re able to track URL variables and other data like referrer but instead of submitting this data with a webform the data is saved alongside an order when a user completes and order in your WooCommerce store. The basic usage of the plugin…

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Formidable Forms to Zoho CRM

Connecting to your Zoho Account

This article provides a step by step guide for authentication with Zoho CRM using our WordPress plugins (Gravity Forms to Zoho CRM or Formidable Forms to Zoho CRM)

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Campaign Tracker For WordPress

Contact Form 7 Tutorial – Specific Instructions – Help for WordPress

In this tutorial we teach you the steps of the plugin setup that are specific to the Contact Form 7 plugin.

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Gravity Forms to Pipedrive CRM

Create a Contact in Pipedrive without a Deal – Pipedrive Tutorial

In this tutorial, we teach you how to set a form to create a contact in Pipedrive, without creating a deal.

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Ninja Forms to Pipedrive CRM

Create Leads or Deals in Pipedrive?

Learn how to create a lead in your Pipedrive account. This is a new feature that is avaialble as of version 3.3 of Ninja Forms to Pipedrive CRM.

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Gravity Forms to Pipedrive CRM

Creating Activities

Version 2.8 of the plugin brings support for Pipedrive activities (calls, meetings, tasks etc..) These can be created when a new deal is inserted into your CRM to remind your team to followup a new enquiry. How it works In the Feed Settings menu, under the new “Feed Behaviour” option you can choose to insert…

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Gravity Forms to Pipedrive CRM

Customised Deal Titles

As of version 2.5 we now support multiple fields being mapped to the deal title, so you can fully customise your deal titles! As you can see above, you can concatenate together as many fields as you like. Each field that you select is added to the deal title. You can also add any combination…

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Formidable Forms to Zoho CRM

Customising Deal Titles

Learn how to customised the deal title when sending data into Pipedrive with our WordPress plugins.

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Media Manager For Genesis

Display Videos in WordPress Widget Areas Video Manager For WordPress

In this article we look at how to display videos in a WordPress widget area. Great for showing your videos in your website sidebar or even the home page.

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Gravity Forms to Pipedrive CRM

Duplication Detecting

Learn about the new duplicate testing in Gravity Forms to Pipedrive CRM – version 2.8

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Campaign Tracker For WordPress

Elementor Forms Support

Elementor Forms support arrived in version 3.6 of Campaign Tracker. This article outlines how to get started.

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Gravity Forms to Pipedrive CRM

Feed duplication feature

Pipedrive form mapping feeds are now duplicated when alongside a form when it is duplicated, watch a quick demonstration on how this works.

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Formidable Forms to Pipedrive CRM

Formidable Forms to Pipedrive CRM – documentation

This quick start guide will walk you through the basic setup of the plugin, connection to your Pipedrive CRM account and show you how to begin mapping your first form. More detailed documentation is available for other topics in the menu opposite. Basic plugin setup Install the plugin and activate it in the WordPress dashboard….

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Gravity Forms Tweaks

Gravity Forms Tweaks Documentation

Getting Started When you purchase Gravity Forms Tweaks you will receive an email that includes the plugin zip file and a licence key. Install the plugin in your WordPress dashboard and activate it. You will then see a new menu in the Gravity Forms main menu. Navigate to this new page in the WordPress dashboard,…

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Gravity Forms to Pipedrive CRM

How it Works: Organisation ID

In this piece of documentation, we explain the behaviour of the Organisation ID field and how it associates with deals in Pipedrive.

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Formidable Forms to Pipedrive CRM

How to Find Your Pipedrive API Key

Watch this quick video to learn how to find your Pipedrive CRM API key. This is used to connect our WordPress plugins to your Pipedrive account

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Gravity Forms to Zoho CRM

How to set and control lead owner in Zoho CRM

Learn how to configure the lead owner when the form entry is sent into Zoho CRM

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Ninja Forms to Pipedrive CRM

How to setup form mapping

In this tutorial let’s look at how to setup a form in Ninja Forms, to automatically send data into your Pipedrive account. If you’ve not already setup your Pipedrive API and licence key, review the getting started guide here. Choose a form Let’s assume that you already have a form setup in Ninja forms, select…

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Campaign Tracker For WordPress

How to test Campaign Tracker for WordPress

In this tutorial we teach you how to test that you’ve set up Campaign Tracker for WordPress.

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Gravity Forms Tweaks

How to use the FaceBook Pixel Tracking tweak

This tweak assumes that you already have a Facebook Pixel running on your WordPress site. You might have manually added it or be using another plugin go include the pixel code. The tweak allows you to fire specific events when a user completes an entry in one of your Gravity Forms. To get started,  enable FaceBook…

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Gravity Forms Tweaks

How to use the Form Permissions tweak

Grant permission for other WordPress users to edit and mange your Gravity Forms.

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Gravity Forms Tweaks

How to use the Remove Entries tweak

This tools for Gravity Forms allows you to disable the saving of form entries in the WordPress database.

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Gravity Forms Tweaks

How to use the Round Robin Leads tweak

The Round Robin Leads tweak will forward the Notification to each of the email addresses you setup. Each notification sent to one email address at a time.  The tweak remembers which email address was used last time, so moves onto the next email when a new form entry arrives.  Ensuring that your form entries are…

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Campaign Tracker For WordPress

Integration with cookie notices (GDPR Support)

Our Campaign Tracker plugin is all about helping website owners understand where their traffic and leads come from. We use a cookie to set variables and then make these available to forms. When a user completes a form, information about how they arrived at your website can be also sent with the form. In situations…

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Media Manager For Genesis

Manage URLs & Labels – Media Manager – WordPress Genesis Framework

In this short tutorial we look at how to manage the URL structure for the plugin as well as naming your media. Instead of videos you may like to use the plugin with songs or other types of media and have it setup accordingly.

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Gravity Forms to Pipedrive CRM

Managing duplicate records

Learn how to enable duplicate record detection for records when they are submitted into your Zoho CRM account

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Gravity Forms to Pipedrive CRM

Map multiple fields into one note

From version 2.9.1 of Gravity Forms to Pipedrive CRM, you can now combine a number of fields into the one note field. Previously, setting multiple fields would result in a note for each field being created. Look for the new checkbox (see below) next to the notes field.

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Gravity Forms to Pipedrive CRM

Mapping address fields

Our plugin Gravity Form to Pipedrive CRM now supports advanced address fields in Pipedrive

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Gravity Forms to Pipedrive CRM

Multiple File Upload Fields

From version 3.9 of our plugin we now support multiple file upload for each data type (Organisation, People, Deals etc.. )

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Ninja Forms to Pipedrive CRM

Ninja Forms to Pipe Drive CRM – documentation

Plugin setup guide Our Ninja Forms add-on for Pipedrive CRM uses the secure Pipdrive API to communicate and insert information into your Pipedrive CRM account. Before you setup forms to send data into Pipedrive you will need to visit the settings page for the plugin and configure this API connection and your licence key for this…

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Formidable Forms to Pipedrive CRM

Pipedrive Marketing Status – map this field

In this article you will learn how to set the Pipedrive marketing status field when sending new contacts to your Pipedrive CRM setup.

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Formidable Forms to Zoho CRM

Populating fields form Zoho CRM

Learn how to populate formidable form fields with data from your Zoho CRM account. A new feature in version 2.8.

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Ninja Forms to Pipedrive CRM

Populating fields with Pipedrive CRM data

In this tutorial you’ll see how to automatically populate form fields with data from your Pipedrive CRM account

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Gravity Forms to Pipedrive CRM

Refreshing WordPress Cached Settings – Pipedrive CRM

In this tutorial, we teach you how to clear your Piepdrive data cache in order to show any changes made.

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Gravity Forms to Pipedrive CRM

Resending data to pipedrive

Resubmit data from Gravity Forms to Pipedrive – after the forms has already been submitted.

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Gravity Forms to Pipedrive CRM

Returning data from Pipedrive CRM to WordPress

When posting data into Pipedrive CRM from WordPress, our plugin can retrieve the IDs of the various objects (leads, people etc.. )

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Gravity Forms to Pipedrive CRM

Setting Deal Titles – Help for WordPress

In this tutorial we teach you how to change the default value of the deal created in Pipedrive.

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Formidable Forms to Pipedrive CRM

Setting up a new feed for Formidable Forms to Pipedrive CRM

In this article we look at how to map a form to Pipedrive CRM by configuring an action inside Formidable Forms.

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Gravity Forms to Pipedrive CRM

Stripe payment integration

This document shows you how to add Stripe Integration into your Gravity Forms to Pipedrive CRM setup.

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Gravity Forms to Pipedrive CRM

Support for the Gravity Forms Quiz add on

Gravity Forms to Pipedrive CRM now supports quiz fields from the Gravity Forms Quiz add on

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WordPress Stock Ticker

Supported Digital (Crypto) Currencies

This table shows the list of crypto (digital) currencies suported by our stock market plugin – WordPress Stock Ticker.

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WordPress Stock Ticker

Supported physical currencies

This form displays all the physical currencies supported in our stock ticker plugin. These can be used to make currency pair exchange rates

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WordPress Stock Ticker

Supported Stock Exchanges

The data for our stock market plugin is sourced from Alpha Aantage – this is the list of the markets that are supported. Learn more about WP Stock Ticker Plus

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Gravity Forms to Pipedrive CRM

Synchronising Data from Pipedrive

This tutorial covers how to pull data from Persons, Organisations, Activity Types or Custom Fields in Pipedrive, directly into your form.

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Campaign Tracker For WordPress

User Journey Tracking

This feature is new in version 3.0 of Campaign Tracker for WordPress. Read the release announcement here. The following documentation explains the new features in detail. Introduction Track the areas of your website that a user visits. When that same user completes a form, the plugin makes available to you that user journey tracking data….

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Campaign Tracker For WordPress

Using Custom Variables

In this article learn how to use custom URL variables to help you track more details for your website traffic

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Gravity Forms to Pipedrive CRM

Using debug mode – Gravity Forms to Pipedrive CRM

In this article you can learn how to enabled debug mode for our plugin Gravity Forms to Pipedrive.

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Gravity Forms to Pipedrive CRM

Using Pipedrive’s Picture (avatar) field

New support for Pipedrive’s picture field, this was added to our plugin in version 3.9

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Media Manager For Genesis

Working with Categories – Video Manager For Genesis – WordPress

In this article we cover how to categories your videos using the plugin’s built in taxonomy. You can also learn how to disable this if it’s not required.

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Gravity Forms to Pipedrive CRM

Working with Pipedrive CRM Leads module

Our WordPress plugin now supports the new Pipedrive CRM Lead module. Read on for details on how to use (new in version 3.0)

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Gravity Forms to Pipedrive CRM

Working with Pipedrive Products

Version 2.9 of our plugin adds support for Pipedrive Products. bladfbla abla Enable Products in your Pipedrive account Important! There are different levels of account with Pipedrive, to make use of the Products feature you need to be using the Gold level.  Get started by visiting the Settings section of your Pipedrive account. From there…

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