Prerequisites

• Make sure you have an active account with Go High Level.
• Contact Form 7 latest plugin must be installed and activated.
• Go High Level Extension for Contact  Forms  7 – Pro plugin must be installed and activated.
• Note: The form must have an email or phone field mapped to the corresponding GHL field to send leads on GHL CRM.

User Guide:

For Global Setting: 

Step 1: After successfully installing and activating the plugin, you will see an admin menu called GHL for CF7 Pro. Click on it, and the plugin settings tab will open.

 

Step 2: To receive the latest updates for the plugin, enter the License Key you received in the purchase confirmation email. Go to the License Key tab, input the key, and click the Activate button.

Step 3: Navigate to the Connect With GHL tab. To link your GoHighLevel (GHL) Business account, click the Connect to Subaccount button. A dropdown list will appear, allowing you to select your GHL Business account. Choose the desired subaccount from the list. Once selected, the system will automatically redirect you to the same page, confirming that your chosen GHL SubAccount has been successfully connected.

**Note: If you want to connect to a different location, click the Disconnect From GHL button. This will disconnect the current connection, allowing you to connect to another location.

Step 4: You can set Global Tags from the Global Tags tab. To do this, enter the tags that will be applied when no form-specific tags are available. If you want to send Global Tags along with form-specific tags, click the checkbox and save the settings.

Step-5: If you want to mark certain email keywords as spam, enter those keywords separated by commas and click the checkbox.


Step-6: If you encounter any difficulties configuring the settings, you can visit the Help section or refer to the documentation.

Step-7: If you encounter any issues with contact creation or connecting to GHL, you can easily troubleshoot them. First, navigate to the Log tab. If there are any errors in the form, the error message will be displayed on the screen.

Form Specific Setting:

Step 1: First, create a contact form (e.g., here we are creating a basic contact form called "Test" with fields like Name, Email, and Phone). Once you've added the fields, save the settings.

Step 2: Now, navigate to the GHL for CF7 Pro tab, where you will see the form customization options.

Step 3: If you want to connect this specific form to a different GHL Subaccount, click the Connect GHL Subaccount button. This will ensure that the form's leads are sent to the selected GHL Subaccount. Otherwise, the form will remain connected to the global account, and the leads will be sent to the globally connected Subaccount.
 

**Note: If you want to connect to a different location, click the Disconnect From GHL button. This will disconnect the current connection, allowing you to connect to another location.

Step 4: To send contact form leads to the connected GHL Subaccount, you need to map the GHL Fields with the Form Fields. Select the appropriate GHL fields from the dropdown, and in the Form Fields section, paste the form field names that you want to associate with the selected GHL fields. In the screenshot below, you'll see how this mapping is done.

Step-5: If you want to create your own custom fields and send its value to GHL Subaccount, you can do so. First, go to your GHL Business Account. Then, navigate to the Custom Fields section, where you can create your own custom fields. These will then appear in the GHL Custom Fields dropdown section in the form customization tab. 


- For Single Line Input Fields

- For Checkbox Input Fields

 Step - i: Create a checkbox field inside GHL CRM Custom Fields settings option. 

Step - ii: Next, create the same checkbox fields in your Contact Form with the same checkbox value.

Step - iii: Now, map the GHL Contacts Custom Fields and Form Fields within that particular form's settings page.

Note: if you want to map file upload custom field with your form file upload field then you have to check the above checkbox.

Step-6: To send an opportunity custom field values at form submission, you need to follow some basic steps:

Step - i: To create opportunity custom fields in the GHL CRM, go to your GHL business account, navigate to the "Custom Fields" section, create the fields, and they will appear in the "GHL Opportunity Custom Fields" dropdown in the form customization tab of our plugin.

Step - ii: Create a pipeline and assign stages in that pipeline.(i.e. Here the Pipeline name is "Demo" and add the stages "New Lead" and "Hot Lead.")

Step - iii: Now navigate to the form-specific settings section of our plugin. You will see a checkbox for opportunity custom fields. When you click on it, you will be able to send opportunity custom field values to GHL. Select the desired field and map it to the corresponding GHL form field.


 

Step 7: To send form-specific tags, enter the tags separated by commas.

Step 8: Finally, save the form settings. With these simple steps, you can easily set up the form-specific settings.



Here are the screenshots of the leads that were submitted.
 

Form:



GHL CRM Leads:


Custom Fields:

Opportunity Custom Fields: