With Cliedesk Pro
Forms from other plugins
This guide covers a feature of Cliedesk Pro. The free plugin is a complete help desk; see what Pro adds.
Cliedesk Pro turns submissions of Contact Form 7, WPForms, Gravity Forms, Fluent Forms and Formidable into conversations. The Cliedesk request form (block and shortcode) is part of every edition.
Connect a form
- Go to Settings → Forms → Other form plugins and select Connect a form.
- Choose the Form plugin and enter the Form ID.
- Choose the Conversation type and, if you want, the Product (slug, optional).
- For each item (Email (required), Name, Subject, Message and the fields of the type), enter the form field name or ID that holds it.
- Select Save form connections.
Each matching submission creates one conversation for the contact with that email, and the customer gets a confirmation email. A submission without an email creates nothing. Forms of plugins that are not active are kept but do nothing.
Mapped contact fields (for example the qualification fields company and budget) are saved on the contact. Turning a form plugin off on Settings → Developer → Integrations stops its submissions.
Setting
| Setting | What it does | Default | Allowed values | Who can change it |
|---|---|---|---|---|
pro_forms.form_mappings |
Which forms of other form plugins create conversations, and how their fields map. | Empty | Set on the settings screen | Manage settings |