- 1. Installation
- 2. Connecting Flo Forms and Tave
- 3. Mapping Fields
The following article explains how to set up our Tave WordPress Integration with along with our Flo Forms Plugin.
For this extension to work you’ll need to first have installed the Flo Forms plugin.
You can purchase the Flo Forms Tave extension plugin here. Once purchased you can download the plugin from your downloads section in your account page. Once downloaded you’ll have a .zip file named Flo Forms Tave Integration.
To upload the plugin, go to your WordPress admin panel, go to plugins, and “add new”, then “upload plugin”:
From here you can select your plugin, or drag and drop it into the choose file section, and then hit install now:
Once its uploaded activate the plugin:
Now the plugin is activated, you will have a new settings option in the Flo Forms Settings area.
Connecting Flo Forms and Tave
Now that you’ve activate the plugin, and created your Flo Form you’ll want to link your form to your Tave account, and then you’ll want to map your fields to relevant fields in Tave.
Tave API Access Key
To get your Tave access key and brand abbreviation, login to Tave and go to Settings › New Lead API.
Once you’ve entered the key and studio ID, save options.
Finally you’ll want to map the relevant fields in your form to link to fields directly in your CRM fields. For fields that aren’t mapped, they’ll be added to the notes section in Tave. To do so is simple:
Step 1. Select Form
First choose a form that you want to map, then you’ll have all the options available to map:
Step 2. Map Fields
Next select the options you want to map to the relevant Táve fields, NOTE! Email and Job Type are required:
Step 3. Save and Test
Save the mapping options on the right hand side. Then go to your contact page and test the form. You should now be receiving inquiries as new leads in Tave.