Stay in control of the sales with your Onpipeline account, but you’ll need to collect new leads. A good solution is to create a form and add it to your WordPress site with Jotform, then connect the form to your Onpipeline account with Zapier.
You need to install and activate the Jotform plugin on your wordpress site.
- Create a web form on wordpress
- Go to the Zapier website and log in to your account. If you don’t have an account, you can create one for free.
- To create a new zap, click on the Create Zap button present in the top left corner. This will open up a new page to start the configuration wizard.
- Connect Jotform to Onpipeline and follow the set up instructions to map the fields