WordPress Plugin Setup Guide

The LeadMachine WordPress Connector plugin allows you to automatically sync form submissions from your WordPress website directly into your LeadMachine account.

Prerequisites

• Active LeadMachine account
• WordPress website (version 5.0 or higher)
• Administrator access to your WordPress site
• Your LeadMachine Company ID

Finding Your Company ID

• Log in to your LeadMachine dashboard
• Navigate to Settings → Company
• Your Company ID is displayed at the top of the page
• Copy this ID - you'll need it during plugin setup

Installation Steps

Step 1: Download the Plugin

• Visit the WordPress Plugin Download Page
• Fill out the form with your information:
- First Name (required) - Last Name (required) - Email Address (required) - Phone Number (optional) - Website URL (optional)
• Click Get Download Link
• Check your email for the download link
• Click the link to download leadmachine-connector.zip

Note: Download links expire after 7 days. If your link has expired, simply request a new one from the download page.

Step 2: Upload to WordPress

• Log in to your WordPress admin panel
• Navigate to Plugins → Add New
• Click the Upload Plugin button at the top
• Click Choose File and select the leadmachine-connector.zip file
• Click Install Now
• Wait for the installation to complete
• Click Activate Plugin

Step 3: Configure the Plugin

• After activation, navigate to Settings → LeadMachine
• Enter your Company ID (from Prerequisites above)
• Configure optional settings:
- Lead Source: Default is "WordPress" but you can customize - Lead Status: Choose which status new leads should receive - Notification Email: Optionally receive notifications for new leads
• Click Save Changes

Step 4: Test the Connection

• On the settings page, click Test Connection
• You should see a success message: "✓ Connection successful!"
• If you see an error, verify:
- Your Company ID is correct - Your LeadMachine account is active - Your WordPress site can make outbound HTTPS requests

Supported Forms

The LeadMachine plugin automatically works with:

• Contact Form 7 - All form submissions
• Gravity Forms - All form submissions
• WPForms - All form submissions
• Elementor Forms - All form submissions
• Ninja Forms - All form submissions

Custom Forms

If you're using a custom form or theme form, the plugin provides hooks for integration. Contact [email protected] for assistance.

What Data is Captured?

The plugin intelligently maps form fields to lead data:

Form Field	LeadMachine Field
------------	-------------------
First Name, Name (First)	First Name
Last Name, Name (Last), Surname	Last Name
Email, Email Address	Email (primary contact)
Phone, Phone Number, Mobile	Phone (contact)
Website, URL, Site	Website (contact)
Company, Business Name	Company Name
Message, Comments	Lead Notes

Additional fields are stored as custom metadata and can be viewed in the lead details.

Viewing Your Leads

• Log in to your LeadMachine dashboard
• Navigate to Leads
• Look for leads with source "WordPress" (or your custom source)
• Click any lead to view full details and contact information

Troubleshooting

Connection Test Fails

Problem: Test connection shows an error

Solutions:

• Verify your Company ID is correct (no spaces or extra characters)
• Check that your WordPress site can make HTTPS requests
• Ensure your LeadMachine account is active and not suspended
• Try deactivating and reactivating the plugin

Forms Not Syncing

Problem: Form submissions aren't appearing in LeadMachine

Solutions:

• Check that the plugin is activated
• Verify your Company ID is saved in settings
• Test the connection from settings page
• Check WordPress error logs for any API errors
• Ensure required fields (name and email) are being captured

Duplicate Leads

Problem: Same person appears as multiple leads

Solutions:

• LeadMachine automatically detects duplicates by email address
• If you see duplicates, they likely have different email addresses
• You can manually merge duplicates in the LeadMachine dashboard

Plugin Not Appearing in Settings

Problem: Can't find LeadMachine in Settings menu

Solutions:

• Confirm the plugin is activated (Plugins → Installed Plugins)
• Clear your WordPress cache
• Try logging out and back in to WordPress admin

Uninstalling the Plugin

If you need to remove the plugin:

• Navigate to Plugins → Installed Plugins
• Find "LeadMachine Connector"
• Click Deactivate
• After deactivation, click Delete
• Confirm deletion

Note: Uninstalling the plugin does NOT delete any leads in your LeadMachine account. All captured data remains safe.

Getting Help

If you encounter issues not covered in this guide:

• Email: [email protected]
• Include:

Last Updated: October 2025