Automatically Send Form Submissions to CorporateStack CRM
How to Connect Your WordPress Form to CorporateStack CRM
This guide explains how to connect your WordPress website to CorporateStack CRM using a form and API connection.
Overview
This guide explains how to connect your WordPress website to CorporateStack CRM using a form and API connection.
This means:
- When a user fills out a form on your website
- Their data is sent directly to CorporateStack CRM
- A new lead is created automatically
This helps you:
- Save time
- Avoid manual data entry
- Manage all leads in one place
Prerequisites
Before starting, make sure you have:
- A working WordPress website
- Access to your WordPress dashboard
- A form plugin installed (such as WPForms or Contact Form 7 or any similar plugin)
- Access to your CorporateStack CRM account
- API details provided by CorporateStack:
- API URL (Endpoint)
- Authorization Header (API Key / Token)
Step 1: Create a Form in WordPress
- Go to WordPress Dashboard
- Open your form plugin (WPForms or Contact Form 7)
- Click Add New Form
Add fields like:
- Name
- Phone
- Message
Publish the Form:
- Click Publish
- Add the form to a page
What you should see:
Form visible on your website
Step 2: Connecting the Form to CorporateStack CRM
Enable Webhook / API Connection: This step depends on your form plugin:
Option A: Using WPForms
- Edit your form
- Go to Settings → Integrations
- Enable Webhooks Addon
- Add a new Webhook
Fill in:
- Request URL → Paste API Endpoint
- Method → POST
Option B: Using Contact Form 7
- Install a plugin like:
- “CF7 Webhooks”
- Edit your form
- Go to Webhooks settings
- Add:
- API URL
- Method: POST
Step 3: Add Authorization Header
- In webhook settings
- Look for Headers section
Add:
- Key: Authorization
- Value: (API Key provided by CorporateStack)
Important: Copy exactly as provided
Step 4: Match Form Fields
- Map your form fields to CRM fields
Example:
- Name → firstName
- Email → email
- Phone → mobile
API Fields Details (Important)
When sending data from your website form to CorporateStack CRM, you must use the correct field names, data types, and required fields.
Below are the available fields:
| Field Name | Description | Data Type | Required |
|---|---|---|---|
| firstName | Customer name | Text (String) | Yes |
| Customer email | Email (String) | Yes | |
| mobile | Customer phone number | Number / Text | Yes |
| remarks | Message or notes | Text (String) | No |
This ensures data is sent correctly
“If you add new fields in your form, please contact support to confirm the correct field name and format.”
Step 5: Testing the Integration
Submit a Test Form
- Open your website
- Fill the form with test data
- Click Submit
What you should see:
Form submits successfully
Check CorporateStack CRM
- Login to CRM
- Go to Leads
What you should see:
New lead created with your test data
Expected Result
After setup:
- Every form submission
- Automatically creates a new lead in CorporateStack CRM
Common Mistakes & How to Fix Them
No lead appears in CRM
Check API URL is correct
Check Authorization value
Error during submission
Make sure Method = POST
Data missing
Check field names match
Unauthorized error
Recheck API Key / Header
Contact Us
If you face any issues during the setup or need further assistance,
please contact our support team and we’ll be happy to assist you.