Leaf CRM

설치

Prerequisites
1. You will need an active Leaf CRM account subscription. Head over to our website to sign up: Leaf.my
2. Installed a contact form plugin on your WordPress site (Leaf CRM plugin currently supports Contact Form 7, Forminator, NinjaForms, WPForms, and Elementor Forms), and created at least one contact form on your page.

Installation Steps
1. Search for “Leaf CRM” in the WordPress plugin repository. Click “Install” to download and install it on your WordPress site.
2. Once installed, activate the plugin by going to the ‘Plugins’ screen in WordPress and clicking the “Activate” button next to Leaf CRM.
3. To configure the plugin, you’ll need to obtain your Leaf CRM Integration Token from the Leaf CRM console. Once you have your token, go to the Leaf CRM settings page in WordPress and enter it into the appropriate field.
4. Don’t forget to click “Save” to apply your changes.

After you’ve configured the plugin, you can check the Integration Status in Leaf CRM under the Campaign that you’ve added the WordPress source to. If everything is working properly, you should see the status “Connected”.

To enable integration with your contact forms, go to the Leaf CRM menu in WordPress and select the Contact Forms tab. By default, all compatible Contact Form plugins installed on your site will be enabled. You can toggle the switch next to each form to enable or disable integration with Leaf CRM.