Connect a supported website or form provider so new form submissions can be received as leads in PloverCRM.
Connect the source #
- Open Data Sources.
- Select Add Source or the matching button.
- Choose the form or website source.
- Enter the requested source details or complete the provider authorization.
- Save the connection.
Configure the source #
Review the destination workspace, field mapping, default stage, assignment, lists, tags, and any available duplicate settings. Configure only the options required for this source.
Test the connection #
Send an approved test submission through the form when possible. Check the source log and open the resulting lead to confirm that the expected values and routing were applied.
Troubleshooting #
If the source does not connect, check the authorization, source URL, required fields, and provider permissions. If the connection succeeds but leads do not arrive, review the source logs and submit a new test event.
