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User Guide

Welcome! This guide helps you use the GHL Sync for Elementor Forms plugin to connect your website forms to your CRM.

What Does This Plugin Do?

This plugin automatically sends information from your Elementor Pro forms directly to your CRM (like GoHighLevel/HighLevel) whenever someone submits a form on your website. This means leads are captured instantly without manual entry.

You manage the connection and tell the plugin which form fields correspond to contact information in your CRM through this settings page.

Accessing the Plugin Settings

1

Log in to your WordPress Admin Dashboard.

2

In the left-hand navigation menu, find and click on EF → GHL Sync.

3

You will see the main settings page where you can connect your CRM and configure form mappings.

Connecting to Your CRM

Before mapping forms, you need to link the plugin to your CRM account. This is usually a one-time setup done by an administrator.

Check Connection Status

On the settings page, look for the GHL Location ID field under API Credentials.

  • If it’s filled: Your CRM is likely already connected. You can proceed to mapping.
  • If it’s empty: You need to connect. Contact your website administrator or the person who set up the plugin. They will need to perform the OAuth connection process, which involves logging into your CRM account and granting permission.

Mapping Your Elementor Forms

Mapping tells the plugin which fields in your Elementor form correspond to specific contact fields in your CRM.

Mapping Essential Fields

These are the most important fields for creating a contact record.

  1. Scroll down to the Field Mapping section.
  2. You should see a list of your Elementor forms (e.g., “Contact Page – Contact Form”).
  3. Under each form, you’ll find dropdown menus for:
    • First Name
    • Last Name
    • Email
    • Phone
  4. For each dropdown, select the corresponding field from your Elementor form.
    • Example: If your form has a field labeled “Your Email”, select it from the “Email” dropdown.
    • Tip: If you have a single “Name” field, you can select it for both First Name and Last Name. The plugin will try to split “John Doe” automatically.

Mapping Additional Fields (Optional)

You can also map less common fields for more detailed contact records.

  1. Under the essential fields for a form, click the Show More Fields button.
  2. Dropdown menus for additional fields will appear:
    • Company
    • Website
    • Address Line 1
    • City
    • State/Province
  3. Select the appropriate Elementor form fields for these if they exist in your form.

Sending All Form Fields (Optional)

To capture data from fields you haven’t explicitly mapped:

  1. Find the Advanced Settings section near the top of the page.
  2. Check the box labeled Send all form fields as custom data to GHL.
  3. When enabled, any form field you haven’t mapped above will be sent to your CRM as a custom field

Saving Your Mapping

  1. After mapping fields for all your forms, scroll to the bottom of the page.
  2. Click the Save Settings button.
  3. You should see a green confirmation message: “Settings saved.”

Testing and Verifying the Sync

It’s crucial to test that submissions are correctly sent to your CRM.

  1. Submit a Test Form: Go to a page on your website with an Elementor form you’ve mapped. Fill it out and submit it.
  2. Check Your CRM:
    • Log in to your CRM (e.g., GoHighLevel/HighLevel).
    • Navigate to the Contacts section.
    • Look for the contact information you just submitted. It should appear shortly.
    • If you enabled “Send all fields”, check the contact’s record for the additional custom fields.
  3. Check the Log (If needed): If the contact doesn’t appear, an administrator can check the plugin’s log file efghl-sync.log in the plugin folder) for error messages.

Frequently Asked Questions (FAQ)

Q1: I created a new form, but it’s not showing up in the mapping settings?
  • Make sure you have saved the page or post containing the new Elementor form.
  • Refresh the EF → GHL Sync settings page in your WordPress admin. The new form should appear in the list.
Q2: Do I need to map fields for every single form?
Yes, if you want submissions from a specific form to be sent to your CRM, you need to map its fields on this settings page. Each form needs its own mapping configuration.
Q3: What happens if I don’t map a field?
  • The data from that unmapped field will not be sent to the standard contact fields (First Name, Email, etc.) in your CRM.
  • However, if you have checked the Send all form fields option, the data from unmapped fields will be sent to your CRM as custom fields.
Q4: Where do the custom fields appear in my CRM?
In your CRM (e.g., GoHighLevel/HighLevel), custom fields typically appear within the contact’s record, often in a dedicated “Custom Fields” section or alongside other contact details. The name of the custom field in the CRM will usually match the label of the Elementor form field.
Q5: I made changes, but they don’t seem to be working?
  • Did you click “Save Settings”? Always remember to save your changes after mapping fields.
  • Test with a new submission: Changes apply to future form submissions. Check a newly submitted form, not an old one.
  • Contact Support: If issues persist, contact your website administrator or the technical support team who set up the integration.

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