- Website Forms for Contact Form 7 and custom HTML forms;
- WooCommerce for signed order webhooks.
Website Leads does not schedule appointments. Use Online Booking when customers must select services and an available time.
Website Forms
Website Forms provides a lead endpoint and copy-ready code for an existing form. A successful submission creates a new CRM Lead with the submitted contact information and source attribution.Choose the right code
1
Open Website Forms
Go to Settings → Website Integration → Website Leads → Website Forms. Only the workspace owner can view and rotate its credentials.
2
Copy the correct code
Use Show code to review it, then select Copy code. The generated code already contains your workspace endpoint.
3
Install it on your website
Add the Contact Form 7 code to WordPress, or place the custom HTML code after the form and before the closing
</body> tag.4
Submit a test lead
Complete the public form and confirm that the record appears in Leads with the expected name, phone, email, service, message, and source.
Custom HTML field IDs
The generated custom form code reads these elements:
Update your form IDs to match, or adapt the copied code to your existing IDs.
Contact Form 7 behavior
The Contact Form 7 integration listens for successful submissions and maps common field names automatically. It also captures valid submissions when WordPress email delivery fails, so the lead still reaches the CRM. It ignores validation failures, spam, aborted submissions, CAPTCHA fields, consent controls, and Contact Form 7 internal fields. Unrecognized customer fields are appended to the lead message instead of being discarded.WooCommerce
WooCommerce uses a dedicated delivery URL and webhook secret. It does not use the Website Forms lead token.1
Generate the connection
Open Settings → Website Integration → Website Leads → WooCommerce and select Generate WooCommerce connection.
2
Create the WordPress webhook
In WordPress, open WooCommerce → Settings → Advanced → Webhooks. Use the CRM delivery URL and webhook secret. Create an
Order created webhook and, if needed, a second Order updated webhook.3
Confirm delivery
Return to the CRM and review the connection state, last delivery time, response status, and last error.
Rotating credentials
Website Forms lead token
Regenerating the lead token invalidates the previous endpoint immediately. Every form using the previous code stops sending leads until you install the newly generated code.WooCommerce credentials
Rotating the WooCommerce connection replaces both the delivery token and webhook secret. Update every WooCommerce webhook before relying on the connection again.Troubleshooting
Website form submissions do not appear
- Confirm that you installed the code from Website Forms, not the WooCommerce credentials.
- Check the browser console for a failed request.
- Verify the expected field IDs or Contact Form 7 field names.
- Confirm that the lead token was not regenerated after installation.
- Submit a new test and review the CRM Leads page.
WooCommerce deliveries fail
- Confirm that the delivery URL still contains the current delivery token.
- Confirm that WooCommerce uses the matching webhook secret.
- Do not proxy or reserialize the webhook body; changing the raw bytes breaks its HMAC signature.
- Review the last response code and error in the WooCommerce workspace.
Website Integration
Understand how leads and booking channels fit together.
WooCommerce API guide
Review webhook authentication, payload mapping, and errors.
Online Booking
Let customers select services and an available time.
Leads
Qualify and convert the records these integrations create.