Integration FAQs

What form builders does PloverCRM integrate with? #

PloverCRM integrates with 15+ WordPress form builders:

Tier 1 (Most Popular):

• ✅ Contact Form 7
• ✅ Gravity Forms
• ✅ WP Forms
• ✅ Ninja Forms
• ✅ Formidable Forms
• ✅ Fluent Forms

Tier 2 (Popular):

• ✅ Elementor Forms
• ✅ Forminator
• ✅ WS Form
• ✅ Caldera Forms

Tier 3 (Additional):

• ✅ HappyForms
• ✅ Jetpack Forms
• ✅ HTML Forms
• ✅ Everest Forms
• ✅ weForms

External Integrations:

• ✅ Facebook Lead Ads
• ✅ Google Ads (via webhook)
• ✅ Custom webhooks

How It Works:

• Form submission triggers PloverCRM
• Fields mapped to CRM fields
• Contact created or updated automatically
• Lists, tags, and stage assigned
• Notifications sent

Learn more: Form Integrations Overview

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How do I set up a form integration? #

Quick Setup Process:

Step 1: Create Integration

1. Go to PloverCRM → Data Sources
2. Click “Add New Integration”
3. Select form builder
4. Select specific form
5. Name your integration

Step 2: Map Fields

1. Map form fields to CRM fields
2. Email field is required
3. Map name, phone, and other fields
4. Map to custom fields if needed

Step 3: Configure Options

1. Select lists to add contact to
2. Select tags to apply
3. Set contact stage
4. Assign owner (optional)
5. Configure duplicate handling

Step 4: Test

1. Submit test form
2. Check if contact created
3. Verify field values
4. Check lists/tags applied
5. Review integration logs

Example Configuration:

• Form: Contact Form 7 – “Contact Us”
• Email field mapped to Email
• Name field mapped to Full Name
• Phone field mapped to Phone
• Message field mapped to Custom Field
• Lists: Website Leads
• Tags: Contact Form
• Stage: Lead
• Owner: Unassigned
• Duplicate: Update Existing

Learn more: Creating Integration | Field Mapping

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What happens when someone submits a form? #

Form Submission Flow:

1. Form Submitted

• User fills out form
• Clicks submit button
• Form plugin processes submission

2. PloverCRM Hook Triggered

• PloverCRM receives form data
• Checks if integration exists
• Validates data

3. Field Mapping Applied

• Form fields mapped to CRM fields
• Data transformed as needed
• Validation applied

4. Duplicate Check

• Checks if contact exists (by email)
• Based on duplicate handling setting:
  • Update Existing: Updates contact
  • Skip if Exists: Ignores submission
  • Create New: Creates duplicate

5. Contact Created/Updated

• Contact saved to database
• Custom fields populated
• Lists and tags assigned
• Stage set
• Owner assigned

6. Enrichment (10 seconds later)

• UTM parameters captured
• Device info detected
• IP-based location added
• Referrer tracked

7. Notifications Sent

• Email notifications (if enabled)
• Push notifications (if enabled)
• Assigned owner notified

Timeline: Entire process takes < 1 second (enrichment happens 10 seconds later)

Learn more: Data Flow Overview

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Can I map form fields to custom fields? #

Yes! Full custom field mapping support:

Requirements:

1. Create custom field first (PloverCRM → Custom Fields)
2. Note the field key (e.g., custom_field_key_1)
3. Map form field to custom field in integration

Mapping Process:

1. Go to integration settings
2. Find form field to map
3. Select “Custom Field” from dropdown
4. Choose your custom field
5. Save integration

Supported Custom Field Types:

• ✅ Text
• ✅ Textarea
• ✅ Email
• ✅ URL
• ✅ Number
• ✅ Select (dropdown)
• ✅ Radio
• ✅ Checkbox
• ✅ Date
• ✅ Date Time

Example:

• Form Field: “Company Name” maps to Custom Field: “Company” (text)
• Form Field: “Industry” maps to Custom Field: “Industry” (select)
• Form Field: “Budget” maps to Custom Field: “Budget” (number)

Data Validation:

• Field type validation applied
• Invalid data rejected
• Error logged in integration logs

Learn more: Field Mapping | Custom Field Types

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How do I handle duplicate contacts? #

Duplicate Handling Options:

Option 1: Update Existing (Recommended)

• Checks if email exists
• Updates existing contact with new data
• Preserves existing data not in form
• Updates lists/tags (adds, doesn’t remove)
• Best for most use cases

Option 2: Skip if Exists

• Checks if email exists
• Ignores submission if found
• No changes to existing contact
• Useful for one-time signups

Option 3: Create New

• Always creates new contact
• Allows duplicates
• Not recommended (creates clutter)
• Use only if intentional

How Duplicate Detection Works:

• Uses unique field (usually email)
• Case-insensitive comparison
• Exact match required
• Configured in PloverCRM → Settings → General

Example Scenarios:

Newsletter Signup (Update Existing):

• User signs up multiple times
• Contact updated each time
• New lists/tags added
• No duplicates created

Contest Entry (Create New):

• Allow multiple entries
• Each entry creates contact
• Track entry count

Contact Form (Update Existing):

• User submits multiple inquiries
• Contact updated with latest info
• All inquiries tracked in notes

Learn more: Creating Integration

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Can I assign contacts to lists and tags automatically? #

Yes! Automatic list and tag assignment:

Configuration:

1. Edit integration
2. Select lists to add contact to
3. Select tags to apply
4. Save integration

Behavior:

• Lists/tags applied on contact creation
• Lists/tags added to existing contacts (not removed)
• Multiple lists/tags supported
• No limit on number

Example Use Cases:

Lead Source Tracking:

• Form: Contact Form 7
• Lists: Website Leads
• Tags: Contact Form, 2026 Q1

Event Registration:

• Form: Event Registration
• Lists: Event Attendees, Newsletter
• Tags: Webinar, Marketing

Product Interest:

• Form: Product Inquiry
• Lists: Sales Leads
• Tags: Product A, High Priority

Conditional Assignment:

• Use form conditional logic
• Create multiple integrations
• Route based on form responses

Example Conditional:

• If “Interest” = “Enterprise” → Integration 1: Lists: Enterprise Leads, Tags: High Value
• If “Interest” = “Starter” → Integration 2: Lists: Starter Leads, Tags: Low Value

Learn more: Creating Integration | Lists and Tags

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How do I integrate with Facebook Lead Ads? #

Facebook Lead Ads Integration:

Requirements:

• Facebook Business account
• Facebook Page with Lead Ads
• PloverCRM Pro license
• OAuth connection to Facebook

Setup Process:

Step 1: Connect Facebook Account

1. Go to PloverCRM → Data Sources → Meta Lead Ads
2. Click “Connect Facebook Account”
3. Authorize PloverCRM app
4. Grant permissions

Step 2: Create Integration

1. Click “Add New Integration”
2. Select Facebook Page
3. Select Lead Form
4. Name integration

Step 3: Map Fields

1. Map Facebook fields to CRM fields
2. Email is required
3. Map name, phone, etc.
4. Configure lists/tags/stage

Step 4: Test

1. Submit test lead on Facebook
2. Check if contact created
3. Verify field mapping
4. Review integration logs

Webhook Configuration:

• Automatic webhook setup
• Real-time lead sync
• Webhook URL: https://yoursite.com/wp-json/plover-crm/v1/webhooks/meta
• Verify token configured automatically

Troubleshooting:

• Verify OAuth connection active
• Check webhook subscription
• Review integration logs
• Test with Facebook Lead Ads Testing Tool

Learn more: Meta Lead Ads Integration | Meta OAuth Setup

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Can I use webhooks to create contacts? #

Yes! Custom webhook support for connecting external services:

What are Webhooks?

Webhooks allow external services to automatically send contact data to PloverCRM in real-time.

Use Cases:

• Zapier integrations
• Make (Integromat) workflows
• Custom applications
• Third-party services
• External lead generation tools

Setup Process:

1. Go to PloverCRM → Data Sources → Webhooks
2. Copy your unique webhook URL
3. Configure the external service to send data to this URL
4. Map fields in the integration settings
5. Test the connection

What Data Can Be Sent:

• Email (required)
• Name
• Phone
• Custom fields
• Lists and tags to assign
• Contact stage

Learn more: Webhook Integrations

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How do I troubleshoot integration issues? #

Troubleshooting Steps:

Step 1: Check Integration Logs

1. Go to PloverCRM → Data Sources
2. Click on integration
3. View “Integration Logs” tab
4. Look for errors

Step 2: Test Form Submission

1. Submit test form
2. Check if contact created
3. Verify field values
4. Check lists/tags applied

Step 3: Verify Field Mapping

1. Edit integration
2. Check field mapping
3. Ensure email field mapped
4. Verify custom fields exist

Step 4: Check Duplicate Handling

1. Verify duplicate handling setting
2. Test with existing email
3. Check if contact updated

Step 5: Review Error Messages

• “Email field required” → Map email field
• “Invalid email format” → Check email validation
• “Custom field not found” → Create custom field first
• “Integration not found” → Recreate integration

Common Issues:

Contact Not Created:

• Email field not mapped
• Integration disabled
• Form plugin not supported
• Validation errors

Wrong Field Values:

• Incorrect field mapping
• Field type mismatch
• Data transformation needed

Duplicate Contacts:

• Duplicate handling set to “Create New”
• Different email addresses
• Unique field not configured

Learn more: Troubleshooting Integrations | Integration Logs

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Can I integrate with Google Ads? #

Yes! Google Ads webhook integration:

Setup Process:

Step 1: Get Webhook URL

1. Go to PloverCRM → Data Sources
2. Click “Google Ads Integration”
3. Copy webhook URL

Step 2: Configure Google Ads

1. Go to Google Ads account
2. Navigate to Tools → Conversions
3. Create new conversion action
4. Select “Import” → “Other data sources”
5. Choose “Track conversions from clicks”
6. Enter webhook URL

Step 3: Map Fields

1. Configure field mapping in Google Ads
2. Map GCLID (Google Click ID)
3. Map form fields to parameters

Step 4: Test

1. Submit test lead
2. Check if contact created
3. Verify GCLID captured
4. Review integration logs

Data Captured:

• Email, name, phone (from form)
• GCLID (Google Click ID)
• Campaign, ad group, keyword
• Device, location
• Landing page URL

Use Cases:

• Track lead conversions
• Optimize ad campaigns
• Calculate ROI
• Attribute leads to ads

Learn more: Google Ads Integration

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How many integrations can I create? #

Unlimited integrations!

No Limits:

• ✅ Unlimited form integrations
• ✅ Unlimited webhook integrations
• ✅ Unlimited Facebook Lead Ads integrations
• ✅ Unlimited Google Ads integrations

Best Practices:

• Create one integration per form
• Use descriptive names
• Document field mapping
• Test thoroughly
• Monitor integration logs

Organization Tips:

• Name integrations clearly: “Contact Form 7 – Homepage”
• Group by form builder
• Archive unused integrations
• Review regularly

Performance:

• No performance impact
• Each integration processed independently
• Asynchronous processing
• No blocking operations

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Can I disable an integration temporarily? #

Yes! Enable/disable integrations easily:

Disabling Integration:

1. Go to PloverCRM → Data Sources
2. Find integration
3. Toggle “Enabled” switch to OFF
4. Integration paused immediately

What Happens:

• Form submissions ignored
• No contacts created
• Integration logs not updated
• Settings preserved

Re-enabling:

1. Toggle “Enabled” switch to ON
2. Integration active immediately
3. Processes new submissions

Use Cases:

• Testing form changes
• Maintenance periods
• Temporary campaigns
• Troubleshooting issues

Learn more: Creating Integration

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Related FAQs #

• General FAQs
• Technical FAQs
• API FAQs
• Form Integrations Overview
• Troubleshooting Integrations

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Need help with integrations? Contact [email protected] with your integration details.