• Resolved agomendes

    (@agomendes)


    Hello there!

    I’m using the free CRM version and I need to add contacts with a form that I will have in WordPress Admin area – as the Jetpack CRM can’t filter contacts by login user (everyone can see all available contacts), for now, it’s the only solution that I see to avoid this.

    Therefore, I’ll develop myself the solution or I go ahead with your Entrepreneur plan to use the CF7 integration tool.

    The only thing that I need to be clarified is the follow:

    – If I want add an activity log (ex: reason to add the lead), I’m able to do it with the CF7 integrator? Together with client details (using the same form for everything)?

    – If not, can I do it with the API? I don’t see any information about this under the documentation (https://automattic.github.io/jetpack-crm-api-docs/).

    Many thanks for your support.

Viewing 5 replies - 1 through 5 (of 5 total)
  • Jay

    (@bluejay77)

    Hi @agomendes,

    Per www.remarpro.com community guidelines, we are not allowed to support premium plugins (paid extensions such as CF7 connector) in these forums. Would you reach out to us using our Pre-sales form below, so we can assist you with your inquiry about paid products?

    https://kb.jetpackcrm.com/pre-sales/

    Please include the URL reference to this forum thread in the ticket.

    Thanks!

    Thread Starter agomendes

    (@agomendes)

    Hello again! I already sent the message but no answer until now. Can you please confirm if the message has arrived?

    Many thanks.

    aicee

    (@aicee11)

    Hi @agomendes!

    I couldn’t find the message, I don’t think it has been submitted properly. Could you please send the message again and include the URL reference to this forum thread in the ticket?

    https://kb.jetpackcrm.com/pre-sales/

    Thank you!

    Thread Starter agomendes

    (@agomendes)

    Hello again!

    I sent it again and, as the previous time, I have received the message “Thank you for your message. It has been sent.” below the form.

    Please double check if you are able to find the message now.

    Many thanks.

    Jay

    (@bluejay77)

    Hi @agomendes,

    I was able to find your submission! Thank you for being patient with us and re-submitting it.

    We’ll reply to your inquiry shortly via email.

Viewing 5 replies - 1 through 5 (of 5 total)
  • The topic ‘Add activity logs with CF7 or API’ is closed to new replies.