The Sellsy Wordpress plugin allows you to easily add a contact form into your Wordpress website.
More detailed directions are as follows:
How do I set up the plugin?
You will find the plugin options below:
You can define whether you want the form to create a prospect, or a prospect attached to a new opportunity.
If you choose to create one attached to an opportunity, there will be a link to the first step of your default pipeline.
The copy feature will allow you to automatically send a copy of the contacts you created to any address you choose.
Then you can indicate the origin of your opportunity. NOTE: this origin has to be created in your Sellsy account beforehand.
The jQuery validation is a validation on your customer side. It will check, for example, that the email address or phone number you entered is valid. When the data is entered into Sellsy, a second validation is done on the server side (with the API).
Choose the fields you want to display in your form.
How do I display the form on my Wordpress website?
With the short code:
You can display the form on every page or section of your website by inserting 'wpsellsy' into the page body.
With the widget:
If you wish to use the form as a widget, you can, for example, use the WordPress widget manager to spot it in your sidebar.