AgileCRM Integration

To integrate your landing page with your AgileCRM account, follow these instructions:

Before starting the integration process, build your landing page and create your landing page form.
Now you need to integrate this form (located on your Pagewiz landing page) with your AgileCRM account so that leads captured on your landing page are automatically sent to your AgileCRM contact list.

The integration process has two parts: Generating an AgileCRM web form and integrating your landing page with AgileCRM.

Part 1: Generating an AgileCRM Web Form

1. Log in to your AgileCRM account.
2. Click Forms => +Add Form.
   
   
   
   

3. Select a form template and add or remove form fields until this form has the same fields as your landing page form has. Once you are done click ‘Save Form’.
   
   

   
   
   
4. From the forms list, click the </> symbol located beside the form you have created.
   
   
   
   
5. This screen shows the source code of the form. Choose ‘Full Source Code’ and copy the form’s code into a text file (in Notepad or another text editor) for easy access and go back to your Pagewiz account.
   
   

Part 2: Integrating the Landing Page with AgileCRM

1. Go to ‘Settings’ of your landing page.
2. Choose ‘Integrations’ from the left menu.
3. Click ‘Settings’ beside ‘Webhook: Get Leads Directly to Your CRM’.
4. You see four tabs: Basic Settings, Default Fields, Form Fields, Custom Fields.
5. On the ‘Basic Settings’ tab check the “Active” check box to enable lead forwarding from Pagewiz to your CRM and enter the URL found inside the AgileCRM form code.
   
   
   
   The tab should look like this:
   
   
   
   
6. Uncheck all the fields on the 'Default Fields' tab.
7. On the ‘Form Fields’ tab, you have an automatically extracted list from your landing page’s form. Take the corresponding names for these fields as shown in the AgileCRM form code.
   
   
   
   The tab should look like this:
   
   
   
   
8. On the ‘Custom Fields’ tab, insert the custom values from the AgileCRM webform code. Insert the values for all ‘type=”hidden” elements, as shown:
   
   
   
   

   The format is key=value&key=value where the ‘name’ on the code will be the key. There must be an ampersand (&) between custom values.
   It should look like this:
   
   

9. Save the settings and your integration with AgileCRM should be active.

Test the integration by submitting test data on your landing page. Note that sometimes it takes five to ten minutes for the data to get imported into AgileCRM.