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How WordPress Enquiries, Consent and the Pixel Work with WP Connect

Tutorial 164 of 181 · 2 min 01 s

Open the product

Every enquiry sent from your WordPress website with WP Connect becomes a lead in your Housing Market CRM, linked to the property. This tutorial shows a visitor sending an enquiry from a property page, the lead waiting on the CRM Tasks board with the property, the message and where it came from, the Forms screen where Contact Form 7 enquiries can be sent to the CRM too, and the Settings for cookie consent and spam protection. The WordPress screens in this video are illustrations drawn from the plugin, with invented data; the CRM screens are the real product with demonstration data.

In this tutorial you will learn

  • How an enquiry from your site becomes a CRM lead
  • Where the lead shows the property and where it came from
  • Which form plugins WP Connect can listen to
  • Where cookie consent and spam protection are set

Follow along: the steps

  1. A visitor opens a property page on your WordPress website.
  2. Under the property is the enquiry form.
  3. They fill in their name…
  4. …their email…
  5. …their phone, if they want…
  6. …and a message.
  7. They click Send enquiry.
  8. The visitor sees a thank you. The enquiry is already on its way to your CRM.
  9. In your CRM, open Tasks, your lead board.
  10. The enquiry is there as a new lead, linked to the property.
  11. Open it.
  12. The visitor's message…
  13. …and the activity shows it came from the WordPress plugin, and from which page.
  14. Back in WordPress, WP Connect, Forms.
  15. Tick Contact Form 7 and its enquiries become CRM leads too.
  16. WPForms, Gravity Forms and Elementor Forms work the same way when they are active.
  17. Your form plugin keeps working exactly as before.
  18. Enquiry delivery shows what is waiting and what could not be delivered.
  19. In Settings, you choose how cookie consent and spam protection work.
  20. Cookie consent can follow your own consent plugin, or use a simple built-in banner.
  21. Spam protection: a hidden field and rate limit, Cloudflare Turnstile or Google reCAPTCHA.
  22. If the spam check cannot be reached, you decide: never lose a lead, or refuse.
  23. Show the enquiry form under every property, or turn it off.
  24. The visitor retargeting pixel is currently updating, so it is not covered here.