Agile Form Connector for Lead Docket

Agile Form Connector for Lead Docket sends Contact Form 7 submissions to Lead Docket, the lead intake and CRM software for law firms. Each new lead from the website reaches Lead Docket with the fields you choose, alongside the usual Contact Form 7 mail.

Every form gets a Lead Docket tab in the Contact Form 7 editor, where you:

• switch sending on or off for that form;
• enter the address of the Lead Docket form that receives the leads;
• map Lead Docket fields to the form’s fields in a short JSON object.

A mapping looks like this:

{
    "FirstName": "[first-name]",
    "LastName": "[last-name]",
    "Email1": "[your-email]",
    "MobilePhone": "[your-phone]",
    "Source": "[found-us]",
    "Summary": "Injured in: [injury-place]. [your-message]",
    "CurrentUrl": "[page-url]"
}

Features

• Settings per form, no settings page. Forms without sending switched on are left alone.
• Values can combine tags and text, such as “[first-name] [last-name]”.
• Hidden fields work too, so tracking values filled in by Google Tag Manager or your own scripts, such as UTM parameters or click IDs, can reach Lead Docket.
• [page-url] gives the page the form was sent from, and Contact Form 7’s special mail-tags are supported.
• The mapping is checked when the form is saved: a mapping that is not valid JSON is not saved, and tags that match no field of the form are pointed out.
• The last five deliveries of each form are listed in its Lead Docket tab, with Lead Docket’s answer.
• Nothing is added to the front end: no scripts, styles or cookies, and no database tables.

Lead Docket is a trademark of its owner. This plugin is an independent integration and is not affiliated with or endorsed by Lead Docket.

External services

This plugin sends form submissions to Lead Docket, a lead intake and CRM service for law firms. Sending them is the plugin’s only purpose, and it contacts no other service.

• What is sent: the fields named in the form’s field mapping, which typically hold the visitor’s name, email address, phone number and message and the page the form was sent from, plus any tracking values you map, such as UTM parameters. The form’s ID, the form’s title and the time of the submission are added.
• When: once for each successful submission of a form with sending switched on, right after Contact Form 7 has sent the form’s mail, or skipped it because the form uses the skip_mail setting. Nothing is sent on page views, from forms in demo mode, from other forms or in the background.
• Where: the endpoint URL entered in that form’s Lead Docket tab, which belongs to the site owner’s own Lead Docket account. No address is built into the plugin.

The service is provided by Lead Docket: Terms of Service, Privacy Policy.