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How to automate leads management?
Automate generation of leads to Teamgate CRM by creating contacts, subscriptions or other kind of forms within your WordPress website. Your website visitors will be able to fill up the forms you created. A new Lead, Contact or a new Deal will be created from data entered by the website visitor. By automating Lead generation process, you will never lose your potential customers. This way, you can focus more on working with the information sent to Teamgate CRM.
How to install the plugin?
Teamgate plugin is a Contacts Forms extension, so, in order to install Teamgate plugin for your WordPress website, first you need to make sure you have Contacts Forms plugin installed already. The plugin will generate a short code that need to be put into your WordPress website editor, in order to see the created form in your website.
- Install the Plugin from the WordPress Plugin installer: Plugins > Add New > in search field type in Teamgate > Install Now
- If you have download the zip file > click Upload Plugin > Choose file from your computer > Install now (Download here )
- Upload Plugin to the
- Contact > Teamgate CRM > type in API key and Auth Token
- Activate the Plugin through the Plugins menu in WordPress: Plugins > Installed plugins > Find Teamgate CRM Lead Management plugin > Activate
Where to find APP_KEY and AUTH_TOKEN in Teamgate?
APP_KEY : Settings > Additional Features >External Apps > New API Key Request >Provide the name of your application > click create
AUTH_TOKEN : My Profile > Integrations > API authentication key