FormCourier CRM Documentation

Release: 1.0.0

Connect Contact Form 7 and WPForms to HubSpot or Pipedrive with visual field mapping, HubSpot Contact + Deal mode, privacy-aware logs and encrypted credentials.

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1. Overview

FormCourier CRM sends mapped form fields to the selected CRM immediately after a supported form is submitted. The administrator chooses the form plugin, CRM provider and field mapping.

2 form plugins2 CRM integrationsPHP 7.4+WordPress 6.2+

2. Requirements and compatibility

Component	Requirement
WordPress	6.2 or newer. Tested up to WordPress 7.0.
PHP	7.4 or newer.
Encryption	PHP OpenSSL is required to store CRM credentials in encrypted form.
Forms	Contact Form 7 or WPForms must be installed and active.
CRM	A HubSpot private app token or Pipedrive company domain and API token.
HTTPS	Recommended for production sites and external API requests.

3. Installation

In WordPress, open Plugins > Add New > Upload Plugin.
Upload the formcourier-crm ZIP file.
Activate FormCourier CRM.
Open FormCourier CRM in the WordPress administration menu.

4. Quick start

Select Contact Form 7 or WPForms on the General tab.
Select HubSpot CRM or Pipedrive.
Open the CRM tab, enter credentials and run the connection test.
Open Forms & Mapping and map the actual form fields to CRM fields.
Enable the integration and save the General tab.
Submit a test form and review Submission Logs.

5. CRM settings

HubSpot CRM

HubSpot supports Contact only and Contact + Deal. Contact + Deal creates or updates the contact and then creates an associated deal. The private app requires contact read/write scopes and the deal write scope for deal creation.

Pipedrive

Pipedrive supports Deal and Lead entities. Enter the company subdomain, API token and optional pipeline, stage, owner and currency values.

6. Standard field mapping examples

The left column contains the real field name or field ID from the form plugin. The right column contains the destination CRM field. Field names and WPForms IDs can differ between forms, so verify them in the form editor before saving.

Contact Form 7 examples

Form field	HubSpot CRM field	Pipedrive CRM field
`your-name`	`firstname`	`person.name`
`your-email`	`email`	`person.email`
`your-tel`	`phone`	`person.phone`
`your-message`	`message`	`note`

These examples use common Contact Form 7 field names. If your form uses your-phone instead of your-tel, map the exact field name used in the form shortcode.

WPForms examples

Form field	HubSpot CRM field	Pipedrive CRM field
`2`	`firstname`	`person.name`
`3`	`email`	`person.email`
`4`	`phone`	`person.phone`
`6`	`message`	`note`

WPForms field IDs are examples. Open the WPForms builder and replace 2, 3, 4 and 6 with the actual IDs from your form.

Optional technical fields

FormCourier CRM also adds form_id and form_name to the submission data. Map them only when the destination CRM has suitable custom fields.

Form field	HubSpot CRM field	Pipedrive CRM field
`form_id`	`fb_form_id`	`custom field`
`form_name`	`fb_form_name`	`custom field`

7. Logs and privacy

The Submission Logs page records the form provider, CRM provider, result, action and a masked email. Optional detailed request and response logs are disabled by default. When enabled, known names, emails, phones, messages, notes, credentials and nested CRM fields are masked.

The plugin adds suggested text to Settings > Privacy > Policy Guide. Review the privacy policy and terms of the selected CRM and update the site privacy policy for the fields you map.

8. Lite and Pro

Lite

Lite includes Contact Form 7, WPForms, HubSpot, Pipedrive, immediate delivery, global mapping, connection tests and basic privacy-aware logs.

Pro

Background queues, retries, individual form mappings, more forms and CRMs, UTM tracking, Telegram notifications and advanced diagnostics are available in FormCourier CRM Pro.

9. Troubleshooting

Connection test fails: verify the API credential, permissions and HTTPS access.
No record is created: confirm that the integration is enabled and the selected form provider matches the submitted form.
Fields are empty in CRM: check the real form field names or WPForms field IDs and the destination CRM field names.
Duplicate submissions: do not use Lite and Pro delivery hooks at the same time. Lite pauses automatically when Pro is active.