This guide will show you how to connect your CRM account with WordPress, enabling seamless integration of tools like Phone Numbers, Email SMTP, and Forms. By doing so, you'll enhance your lead management process, streamline communications, and automate key tasks, making it easier to capture, organize, and engage with leads directly through your WordPress site.
How It Works
Log into your WordPress admin dashboard. This is where you can manage all the settings, plugins, themes, posts, pages, and site users.
From there, look on the left-hand menu for the "Plugins" option. Hover over it and click on "Add New." This will take you to a page where you can search for and install new plugins.
In the search bar at the top right of the "Add Plugins" page, type in "LeadConnector." Once it appears in the results, select the "Install Now" button. After installation, an "Activate" button will appear. Click it to enable the plugin on your site.
On the left-hand menu of the WordPress admin dashboard, locate and select the “LeadConnector” option. Within the plugin interface, you'll find a "Sign in" button or option. Click it to log into your account.
After signing in, you will be prompted to choose an account (if you have multiple).
Once you select the account, everything will be connected, and you will be able to start using LeadConnector with your WordPress site!
With your account now connected, you're all set to enhance your lead generation efforts and improve overall site functionality. Dive into the features, optimize your forms, and watch your business grow!