Connecting to WordPress website contact forms

Introduction

WordPress form plugins all have, or can add, a webhook action. Create one connection per website in BMexa (pick the card that matches your plugin so the steps are exact), copy its URL, and paste it into the plugin. You need admin access to the WordPress site.

Elementor Forms

1. Edit the form widget › Actions After Submit › add Webhook.
2. Paste the BMexa URL into Webhook URL. Leave Advanced Data off.
3. Update the page and submit a test.

Contact Form 7

1. Install the free "CF7 to Webhook" plugin.
2. Open the form › Webhook tab › tick Activate and paste the URL.
3. Save and submit a test. Field names such as your-name, your-email and tel are understood.

WPForms

1. Form › Settings › Webhooks (Pro addon) › Enable Webhooks.
2. Request URL = the BMexa URL, Request Method POST, Request Format JSON.
3. Under Request Body map Name, Phone and Email to the keys name, phone and email.

Gravity Forms

1. Form Settings › Webhooks (Webhooks add-on) › Add New.
2. Request URL = the BMexa URL, Request Method POST, Request Format JSON, Request Body "All fields".

Ninja Forms

1. Form › Emails & Actions › add Webhook (Webhooks extension).
2. URL = the BMexa URL, Method POST; add arguments name, phone and email mapped to your fields.

Fluent Forms

1. Form › Settings & Integrations › Webhooks › Add Webhook.
2. Request URL = the BMexa URL, Method POST, Request Format JSON, "All fields".

Forminator

1. Form › Integrations › Webhook › Activate.
2. Paste the BMexa URL.

MetForm, Formidable Forms, Everest Forms

• MetForm: form widget › Settings › Integration › Webhook on › paste the URL.
• Formidable: Form › Settings › Actions & Notifications › Send API data › URL = the BMexa URL, Method POST, JSON.
• Everest Forms: Form › Settings › Zapier/Webhook addon › add the URL as a hook.

Divi and Houzez

• Divi's contact form has no webhook action of its own. Install a Divi form webhook plugin and paste the URL, or send the form to Zapier and use the Zapier connection.
• Houzez: Theme Options › CRM / Lead settings › webhook ("send leads to webhook") › paste the URL. Property enquiries, agent contact forms and schedule-tour forms are all forwarded.

Website name

Each WordPress connection has a Website name field. It appears on alerts and on the client record, so a company with several sites always knows where a lead came from.

Field names we understand

You rarely have to rename anything. Name may arrive as name, full_name, your-name, first_name plus last_name, Client Name. Phone may be phone, mobile, tel, contact number, whatsapp. Email may be email or e-mail. Message may be message, notes, comments, enquiry, requirements. City, project, budget, purpose and campaign are matched the same way.

Nested payloads are flattened first, so a Typeform answer list, a Jotform q3_fullName, a Wix data.contact.phone or an Elementor fields.name.value all work. If nothing is labelled, BMexa still picks out anything that looks like an email address or a phone number.

Test it

Submit a test entry on the website form, or use "Send a test lead" on the provider page in BMexa, which posts to the same URL a form builder would. The lead should appear in Clients within seconds with the fields in the right places.

What happens when a lead arrives

• The lead is created in Clients within seconds, with the source name on the record and on the alert.
• The person you chose on the connection is assigned and gets an in-app alert (and a browser push if they allowed it). If they turned on Lead alerts on WhatsApp, they also get the lead on WhatsApp from BMexa’s number, or from your own connected number when its card has the lead-alert option on; the client’s phone and email are masked in that message.
• Every field we recognise fills the client record: name, phone, email, city, project, budget, purpose, message, campaign. Any other field is kept as a form field and written to the remarks, so nothing the form captured is lost.
• A phone number that already has an open enquiry does not create a second lead: the message is added as a remark on the existing one, and if it came from a different source a lead clash is raised for the manager to settle.
• Assignment rules, duplicate settings and auto-replies apply to these leads as they ship (see Automations & WhatsApp).