- To Set Up CRM, first Create a Form
How to Create Form #
Follow the Video Screen-cast:
Follow the Step By Step Process
Step=>1: Go to Dashboard=> Pages=> Add new=>
- Add Page Title
- Select Template Elementor Canvas
- Click on Publish
- Edit with Elementor
![](https://help.wpmet.com/wp-content/uploads/2020/07/Screenshot_118-1024x468.png)
- Step=>2: Search For Metform=> Drag and Drop
![](https://help.wpmet.com/wp-content/uploads/2020/05/Screenshot_126-1024x385.png)
- Step=>3: Click on the selected Icon
![](https://help.wpmet.com/wp-content/uploads/2020/02/Screenshot_62-1024x369.png)
- Step=>4: Select form option from previously created form
![](https://help.wpmet.com/wp-content/uploads/2020/02/Screenshot_63-1024x426.png)
- Or you can select New=> Enter your Form Name=> Click on Edit Form
![](https://help.wpmet.com/wp-content/uploads/2020/02/Screenshot_64.png)
- The Created Form will Appear=> Click on Form Setting
![](https://help.wpmet.com/wp-content/uploads/2020/05/Screenshot_28-1-1024x411.png)
Form Setting #
Go to Form Setting=> CRM
- Enable Hubsopt Contact: Get the Metform Submissions Data in the Hubspot Contact List. You can disable this option if you want. See Documentation to Enable Hubspot Contact
- Hubspot Forms: Fetch Hubspot form and you can choose in which Hubspot form field you want to Send the Metform input Data. See Documentation to Fetch Hubspot Form
- Enable Zoho Contact : Get the Metform Submissions Data in the Zoho Contact List. See Documentation to Enable Zoho Contact
![](https://help.wpmet.com/wp-content/uploads/2020/06/image-3.png)