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Documentation

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How to Install a Plugin

Step 1

Navigate to our Downloads page and download the Zip file containing the Wordpress Plugin

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Step 2

In your Wordpress admin dashboard go to the Add Plugins page, click on 'Choose file' and selct the plugin Zip file you downloaded in Step 1

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Step 3

Install the uploaded LeadTinker Wordpress plugin

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Step 4

Create or Edit your Contact Form 7 form on your Wordpress admin page and find the contact form id. You will use this id in Step 7

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Step 5

Make sure your Contact 7 Form has reCAPTCHA enabled. This protects your form from spam and is required for the LeadTinker integration to work

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Step 6

In that LeadTinker setting page, enter your Redtail CRM credentials as well as your Activation code you were emailed at Sign up from LeadTinker. This turns on the integration.

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Step 7

Find the Contact 7 Form by the id that you want to create Redtail CRM Contacts. Select your desired fields you wish to capture with your Contact 7 Form and what contact details you'd like to see in Redtail when new contacts get created.

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