Documentation

Install and activate Auto Form CRM from WordPress.

Company info, pipeline defaults, and first-time setup.

Home overview, metrics, and quick navigation in the CRM app.

CSV import, preview, mapping, and sample template.

General options, branding, currency, and WordPress admin bar link.

Create, edit, search, activity timeline, and bulk actions.

Save and reuse advanced contact filter criteria.

Label contacts with tags for organization and workflows.

Static and dynamic lists, membership, and list detail.

Define extra fields on contacts and use them in filters and emails.

Reusable picklist-style values for consistent data entry.

Stages, deal records, value, and moving deals through the funnel.

Task list, assignments, due dates, and calendar view.

Create and edit reusable HTML templates.

Build sends, audiences, scheduling, and campaign lifecycle.

Personalize templates and campaigns with contact fields.

Opens, clicks, bounces, and campaign statistics.

SMTP, Mailgun, OAuth, and site-wide sending options.

Durations, buffers, and booking link configuration.

Public scheduling URLs for contacts and guests.

Weekly hours, exceptions, and team availability rules.

Google and Microsoft calendar connections for conflicts and sync.

Canvas, nodes, saving drafts, and activating automations.

Contact, deal, task, meeting, email, list, form, and WooCommerce triggers.

Tags, tasks, deals, email, SMS, webhooks, wait steps, and more.

Test runs, sample payloads, and troubleshooting.

Embed the chat widget, styling, and visitor conversations.

Reply to website visitors from the CRM.

1:1 messaging conversations separate from the web widget.

OAuth connections for email, calendar, and third parties.

Map form submissions to contacts and workflow triggers.

Orders, customers, scoring, abandoned cart, and workflows.

Namespace, authentication, and resource endpoints overview.

Create tokens for server-to-server access to the REST API.

Subscribe URLs to CRM events, retries, and logs.

WordPress actions, filters, and registering UI with the CRM.

CRM roles, capabilities, and page access in the React app.

Your CRM profile, preferences, and account details.

Bell notifications for assignments, chat, and system events.