Connect WordPress

Lead Generated allows for seamless integration to your WordPress websites. Form submissions are instantly available within Lead Generated as they are submitted from your website. Once they are in our system you can take advantage of our powerful reports, search, and sorting filters. In addition, our spam filters are very powerful and will make form submission spam messages a non-issue for you and your agency.

Current Supported Form/Page Builders

  • Beaver Builder
  • Brizy Builder
  • Caldera Form
  • Contact Form 7
  • Divi Page Builder
  • Elementor Page Builder
  • Gravity Forms
  • Ninja Forms
  • SmartForm
  • Thrive Theme Builder
  • TypeForm
  • WP Fluent Forms
  • WP Forms

WordPress Connection Alternatives

Don’t see your form or page builder listed? No problem, we have workarounds. We are continually adding more integrations for WordPress so if you would like yours to be added submit it as a feature request through our ticketing system here: Submit a feature request

If you do not have one of these you can still get all of your form submissions into our system without an issue. Below are two workarounds that will work with Lead Generated 100% of the time.

Step by Step Guide

Lead Generated Settings

1. Log in to your Lead Generated account. Click on “Settings” on the left menu, then “Integrations”.

2. Click on “Connect to WordPress Site”.

3. Select the company from the select box that you would like to connect with Lead Generated and click the submit button.

4. Click the copy key button from the popup menu.

WordPress Settings

5. Log in to the admin area of your WordPress website. Click on “Add New” under “Plugins” on the dashboard menu.

6. Search for and install the Lead Generated Plugin

7. Click on “Activate Plugin”.

8. Choose settings from the WordPress Dashboard menu and Select the Lead Generated Option.

9. Paste the API key you copied from Lead Generated into the “API Key” field in the Lead Generated Settings page within the WordPress dashboard. Make sure the “Enable sending to CRM” checkbox is checked and click the Save button. After clicking the save button you should see the company you created within Lead Generated listed in the Send to Company field.

Test the Connection

10. Send a test form submission to Lead Generated from your website.

11.  Within Lead Generated expand “Leads” from the left navigation and click on “All Leads”. You should see your test form submission on all leads screen. If you do not see your form submission check the connection settings as well as the spam filters within Lead Generated.

Next Steps

Now that you have successfully connected your WordPress Site. Here are a couple of next steps you should do to make sure things are set up correctly.

Connect Weebly

Google is incorrectly identifying our Weebly script as malicious software which can cause your ads to be suspended. Please refrain from using our Weebly Scripts with Google Ads until we have a resolution.
Sorry for the inconvenience, we are working hard to get this resolved ASAP.
For now, the workaround is using this Zapier Connection.
Sincerely, Lead Generated Support Team

In this article, you will learn how to connect your Weebly website to LeadGenerated. This connection will allow the form submissions from your website to show up within Lead Generated. If you are using the Weebly script this should happen instantly.

 

Why Connect Weebly to Lead Generated?

There are many reasons to connect your websites to Lead Generated. The first and move obvious reason is so that you can track the performance of your websites and have all your leads in one location. Once the leads are in our system you can start taking advantage of all the powerful sorting, searching, and reporting features. In addition to the organization and reporting features the spam filters built into Lead Generated are very powerful and can save you a ton of time. The spam filters learn as you go and can adjust based on the patterns you see in your spam messages.

 

Beware of Google Ads

If you are using Google Ads then our Weebly Script can cause some issues. Google Ads incorrectly identifies our script as something potentially harmful to your site because it is sending your form submissions data to a third party, Lead Generated. In many cases, this is not what you want but obviously, in this situation, it is exactly what we want. This is the only product that we are aware of that has an issue with our script. So if you are not running ads through Weebly then this should not cause any problem at all. If you are running ads to a page on your Weebly site we have several workaround options that will allow you to connect to Lead Generated without an issue.

Google Ads Workaround Options

Step By Step Guide

1. Login to Lead Generated. Click on “Settings”, then “Integrations”.

2. In the Weebly box, click on the “Connect Weebly Site” button.

3. Select the company that you would like to connect from the company select box and click submit to create the Weebly script.

4. Copy the script generated for you by clicking the copy button.

5. Login to your Weebly account.

6. On the top right menu, select the website you’d like to connect to LeadGenerated, then click on “Edit Site”.

7. On the top menu, click on “Settings”.

8. On the left menu, click on “SEO”.

9. Paste the script copied from LeadGenerated into the “Footer” area of your website.  We recommend making the Lead Generated Weebly script the first piece of code within the footer code area. So if you have an existing one add our code above the existing one. Next, click the save button in the lower right corner and then the publish button in the top right corner.

10. As a final step, it is a good idea to click on the build menu option and then click back to Settings and SEO to ensure the Weebly code was saved properly. If you do not see the Weebly script in the footer code area then it was not saved properly and it will not work until it is saved correctly in this area. If you see the script is not showing in the footer area of the SEO settings after returning from the build area paste the code in again and make sure to click both Save and Publish as shown in steps 8 and 9.

Next Steps

Now that you have successfully connected your WordPress Site. Here are a couple of next steps you should do to make sure things are set up correctly.

Zapier Website Connection

Zapier is a third-party company, that integrates with more than 2,000 different applications and can extend the functionality of Lead Generated in many directions. To get started you must have a Zapier account, you can sign up here: https://zapier.com.  Zapier works on triggers for events. So the basic is, you create an action or a series of actions that happen when a certain event is triggered, in our case here that will be an email arriving. It’s a very powerful system, you can use conditional logic, make exceptions, do calculations. If you want to do something where there is predictable data there is a good chance that Zapier can automate the process for you.

What is Zapier

While Lead Generated supports integrations with many platforms, we do not support them all. With the help of a Zapier integration, you can bring leads into Lead Generated from any website that is capable of sending an email.

To make this happen we will be using both Zapier and an email parser built into Zapier which you can find here: https://parser.zapier.com. An email parser is simply a tool that can look at an existing email and understand the format.

Zapier Email Parser

Workflow from Zapier to Lead Generated

  1. Your form submission is forwarded to your custom email box for the associated zap.
  2. Your Zapier email account is constantly listening for new emails and when it receives one it can trigger a zap (a custom action or series of actions from any supported application, like Lead Generated).
  3. Zap is triggered and creates the lead in Lead Generated for the company using the custom settings from your zap.

Step By Step Guide

  1. Before gettings started please watch the Zapier Email Parser video on this page.
  2. Create and log in to your Zapier account: https://zapier.com/app/login
  3. Create and log in to your Zapier account: https://parser.zapier.com/
    1. For some reason, these are separate accounts but they work together.
  4. Click the “Create Mailbox” button in the top right corner.
  5. Choose the “skip waiting” link to go to the open up the mailbox settings page.
  6. Change the name of your mailbox to something that will remind you of the purpose of this zap. Make sure this is unique, we recommend adding some random numbers after the mailbox name.
    1. Example: Towing Boston Website 3121
  7. Click the button in the that says “Save Address and Template”.
  8. Copay the email address of the newly created Zapier email address.
    1. Example: towingwebsiteboston3121@robot.zapier.com
  9. Update the form on your website to send the leads to the new email box that you created within Zapier.
    1. Example send form submissions to towingwebsiteboston3121@robot.zapier.com
  10. Send a test lead to Zapier email parser by submitting a form submission as if you were a customer from the public part of your website (not the admin area).
    1. Make sure to identify that this is a test if you have a client receiving these leads directly from your website currently.
  11. Return to Zapier email parser and click the view emails button next to the associated email box.
  12. Click the create template button to create a template for your email according to the email format from your website.
    1. If you have different email formats for other forms on your website you made need to create multiple emails or templates.
  13. Highlight and name the data from the test lead you submitted to create variables that can be used in your Zap.
  14. Click the button that says “Save the address and template”.
  15. Return to Zapier (not Zapier email parser).
  16. Click the “Make A Zap” button.
  17. For the first step type and select Zapier Email Parser.
  18. For the second step type LeadGenerated. If you don’t see it, try using the link below. You may need to accept permission as a part of this process.
    1. Lead Generated Zapier Link
  19. You can use the names that you chose during the Zapier Email Template to customize the Zap to align with your associated company within Lead Generated.

Connect CallSling

Callsling Integration enables you to manage all your leads, calls and form submissions, via Lead Generated and avoids having to keep switching between the two applications.

Once you have CallSling integrated, the companies you have set up with the phone tracking system will bring their associated leads into Lead Generated automatically.

You can then manage the leads by adding them, forwarding or deleting them as required.

How To Video

Step by Step Guide

CallSling API Key

1. Login to CallSling.

2. On the top right menu, click on “Account” or “My Account”.

3. Scroll down the page and locate the API key field in your account page, then select the API key and right click to copy it.

Lead Generated Integration

4. Login to Lead Generated. Click on “Settings”, then “Integrations”.

5. On the CallSling option, Click on the “Integration Details” button.

6. Paste the API key you copied from your CallSling account in the CallSling API Key field, then click on the “Submit” button.

Activating CallSling Synchronisation

7. Click on the “Enable” box for each company you’d like to import the last 30 days of call history. Then map each company you wish to import to either an existing company in your Lead Generated account or select the “Create New” option. Then click on the “Submit” button.

8. Click on the button on the Fetch and Process screen to connect and retrieve your account information.

9. Congratulations! Your account has been successfully linked to CallSling and you can now view calls by clicking the button on this screen. Alternatively, you can also view calls by selecting “CallSling”, then “All Calls” or “All Companies” on the left menu.

Zapier Overview

Lead Generated Zapier Integration

Click here for the invite link to Lead Generated

What is Zapier?

Zapier is a third-party company, that integrates with more than 2,000 different applications and can extend the functionality of Lead Generated in many directions. To get started you must have a Zapier account, you can sign up here: https://zapier.com.  Zapier works on triggers for events. So the basic is, you create an action or a series of actions that happen when a certain event is triggered. It’s a very powerful system, you can use conditional logic, make exceptions, do calculations. If you want to do something where there is predictable data there is a good chance that Zapier can automate the process for you.

  • Zapier is the glue that connects thousands of web apps.
  • Zaps are workflows that connect your apps, so they can work together.
  • Zaps start with a trigger—an event in one of your apps that kicks off your workflow.
  • Zaps automate tasks in the background.

Zap

A Zap is an automated workflow between your apps. For example, you may have a Zap that saves your Gmail attachments to Dropbox and another Zap that saves emails that you star in Gmail to a text file. Zaps consist of at least two parts: a trigger and one or more actions.

Trigger

A trigger is an event in an app that starts the Zap. Once you set up a Zap, Zapier will monitor the app for that event. For the save Gmail attachments to Dropbox example, you can receive a lot of emails through your Gmail account, but the Zap isn’t triggered until an email contains an attachment.

Action

An action is the event that completes the Zap. For the save Gmail attachments to Dropbox example, the action is uploading the attachment from your email to Dropbox.

Zapier to ClickSend SMS

  1. Expand the Settings menu item on the left navigation within Lead Generated.
  2. Select Integrations.
  3. Select Connect Zapier.
  4. Select the company from the dropdown that you would like to connect with Zapier.
  5. Copy the Zapier Connection key to your clipboard.
  6. Log in to your Zapier account (in a new tab).
  7. Click the “Make A Zap” button.
  8. If you have not accepted the invite from Lead Generated please click here and accept the invitation.
  9. Type LeadGenerated in the search app field.
  10. Select the Lead Generated application.
  11. Within the Trigger Event dropdown box select New Lead.
  12. Click Continue.
  13. Choose Account and then add new account from dropdown within Zapier.
  14. Paste the API key into the Zapier popup window.
  15. Click the “yes, continue” button in the popup window.
  16. Click the Continue button back within the main Zapier window.
  17. Click the test trigger button and confirm that Zapier was able to successfully bring in a previous lead for this company from Lead Generated.
  18. Click Continue.
  19. Search for ClickSend SMS within the “Choose App & Event” search box.
  20. In the “Action Event” search box select “Send SMS”.
  21. Click Continue.
  22. Select your new account for ClickSend SMS or create a new account if necessary.
  23. Click Continue.
  24. Enter the information to customize the SMS message. (notice that when you click into a field Zapier will present you with the data from the test lead it found during the previous step from Lead Generated. )
  25. Map the test lead info to the areas within the Customize SMS window.
  26. Click Continue after customizing your SMS message.
  27. Click the Test and Review button to confirm your settings are correct and make any necessary adjustments.
  28. Name your zap in the top left corner.
  29. Turn your zap on with the toggle switch in the top right corner.

Intuitive User Interface

ALL TOOLS
ONE LOCATION
Easy, Simple, Powerful

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