krutoey.blogg.se - Windows 10 app connector

You can change these settings at any time by clicking on the Edit button on the Connection under App Connector. The full form submission is available in the created activity. If the person or lead already exists, the fields will not be updated. Data from all the fields will be synced over according to your field mapping. If you have Leads disabled a Person will be created. 💡 App Connector creates a Lead in your CRM if a Lead does not yet exist.

If you added the tracking code to the WordPress plugin, Outfunnel initiates web tracking from a form fill. 💡 App Connector initiates web tracking from form fills. Once a form is filled, a "Form Fill" activity is recorded including the submission details 💡 App Connector creates a "Form Fill" activity automatically. Tips, observations, and useful definitions The form submission is recorded within 30 seconds: Fill in a test submission to see the information appear Copper.

Click on Activate to put the connection live.

Finally, define how you’d like form submissions to be recorded in Copper.

If the field does not yet exist in Copper, you need to pre-create this first.

Select the form you'd like to track and select which fields or custom fields you’d like to sync to Copper with field mapping.

Confirm the installation and then click on Create connection.

Add the tracking ID, account email, API key and activate the plugin.

Installing the Outfunnel WordPress plugin.

Then, select the WordPress form, click authenticate and follow the on-screen instructions.

In the Copper web app, click on Email Sequences in the left navigation bar.

This article explains how to set up the connection.Ĭonnecting your WordPress form to Copper via App Connector With the App Connector, you can sync WordPress form fills to People & Leads in Copper, record the form submissions and track web visits.