LeadMachineFYI

<p>LeadMachine Connector allows you to easily capture leads from your WordPress website and automatically send them to your LeadMachine CRM account.</p>
<h4>Features</h4>
<ul>
<li><strong>Easy setup</strong> – just enter your Company ID and API Key</li>
<li><strong>Native lead capture forms</strong> – customizable shortcode-based contact forms</li>
<li><strong>Newsletter signup forms</strong> – lightweight form with just name, email, and opt-in</li>
<li><strong>Analytics & tracking</strong> – automatic UTM, ad click IDs, and browser data collection</li>
<li><strong>Gravity Forms integration</strong> – connect any Gravity Form to LeadMachine</li>
<li><strong>Spam protection</strong> – built-in honeypot and time-based bot detection</li>
<li><strong>Responsive design</strong> – works on all devices</li>
<li><strong>AJAX form submission</strong> – smooth user experience without page reloads</li>
<li><strong>Automatic lead creation</strong> – leads instantly appear in your LeadMachine dashboard</li>
<li><strong>Tag support</strong> – automatically tag leads from different forms</li>
<li><strong>Customizable styling</strong> – colors, button text, success messages</li>
<li><strong>Blog post sync</strong> – sync posts to LeadMachine for automated email newsletters</li>
<li><strong>Conversion tracking</strong> – fires events for Google Analytics, Facebook Pixel, LinkedIn, TikTok, and more</li>
</ul>
<h4>Native Form Usage</h4>
<ol>
<li>Install and activate the plugin</li>
<li>Go to <strong>LeadMachine</strong> settings in your WordPress admin</li>
<li>Enter your LeadMachine Company ID and API Key</li>
<li>Customize your form settings</li>
<li>Add the shortcode <code>[leadmachine_form]</code> to any page or post</li>
</ol>
<h4>Gravity Forms Integration</h4>
<p>Already using Gravity Forms? Connect your existing forms to LeadMachine:</p>
<ol>
<li>Go to <strong>LeadMachine</strong> settings > <strong>Gravity Forms</strong> tab</li>
<li>Enable Gravity Forms integration</li>
<li>Select a form and map fields to LeadMachine:
<ul>
<li>First Name</li>
<li>Last Name</li>
<li>Email</li>
<li>Phone</li>
<li>Company</li>
<li>Message</li>
</ul>
</li>
<li>Optionally add tags for each form</li>
<li>Save settings – submissions now flow to LeadMachine automatically!</li>
</ol>
<h4>Shortcode Options</h4>
<p>Customize individual forms using shortcode attributes:</p>
<pre><code>[leadmachine_form title="Contact Us" description="We'd love to hear from you!" tags="Contact Form,Website"]
</code></pre>
<p><strong>Available attributes:</strong></p>
<ul>
<li><code>title</code> – Form title (overrides global setting)</li>
<li><code>description</code> – Form description text</li>
<li><code>button_text</code> – Submit button text</li>
<li><code>button_color</code> – Button background color (hex)</li>
<li><code>tags</code> – Comma-separated tags to apply to leads</li>
<li><code>background</code> – Form background color (use “transparent” for none)</li>
<li><code>title_color</code> – Title text color</li>
<li><code>description_color</code> – Description text color</li>
<li><code>label_color</code> – Form label text color</li>
</ul>
<p><strong>Examples:</strong></p>
<p>Contact form: <code>[leadmachine_form tags="Contact Form,High Priority"]</code></p>
<h4>Newsletter Form</h4>
<p>For simple newsletter signups, use the dedicated newsletter shortcode:</p>
<pre><code>[leadmachine_newsletter]
</code></pre>
<p>This form only collects:<br />
* Full Name<br />
* Email Address<br />
* Opt-in checkbox</p>
<p><strong>Newsletter shortcode attributes:</strong></p>
<ul>
<li><code>title</code> – Form title (default: “Subscribe to Our Newsletter”)</li>
<li><code>description</code> – Form description text</li>
<li><code>button_text</code> – Submit button text (default: “Subscribe”)</li>
<li><code>tags</code> – Comma-separated tags (default: “newsletter”)</li>
<li><code>optin_text</code> – Opt-in checkbox text (supports HTML for links)</li>
<li><code>name_label</code> – Label for name field</li>
<li><code>email_label</code> – Label for email field</li>
<li>All color attributes from the contact form</li>
</ul>
<p><strong>Examples:</strong></p>
<p>Newsletter signup: <code>[leadmachine_newsletter title="Stay Updated" tags="newsletter,blog"]</code></p>
<p>Simple signup: <code>[leadmachine_newsletter button_text="Sign Up" button_color="#22c55e"]</code></p>
<h4>Analytics & Tracking</h4>
<p>Both forms automatically collect browser and tracking data:</p>
<ul>
<li><strong>UTM parameters</strong> – utm_source, utm_medium, utm_campaign, utm_term, utm_content</li>
<li><strong>Ad platform click IDs</strong> – Google Ads (gclid), Facebook (fbclid), LinkedIn, TikTok, Microsoft/Bing</li>
<li><strong>Browser data</strong> – device type, screen size, language, timezone</li>
<li><strong>Referrer</strong> – where the visitor came from</li>
<li><strong>Tracking cookies</strong> – Google Analytics, Facebook Pixel, HubSpot, LinkedIn</li>
</ul>
<p>Form submissions also fire conversion events for:<br />
* Google Analytics 4 (gtag.js)<br />
* Google Analytics Universal (legacy)<br />
* Facebook Pixel<br />
* LinkedIn Insight Tag<br />
* TikTok Pixel<br />
* Microsoft/Bing UET<br />
* Google Tag Manager dataLayer</p>


LeadMachine Connector

Connect your WordPress site to LeadMachine to capture and manage leads seamlessly. Supports native forms and Gravity Forms.

devwhatalead

<p>WhatAlead Integration for Setlyy connects your WordPress website to Setlyy, your AI-powered WhatsApp sales assistant.</p>
<p>Once connected, the plugin can automatically add the Setlyy WhatsApp widget to your public pages. Visitors can start a WhatsApp conversation with your Setlyy assistant, which is configured from your Setlyy account to welcome visitors, ask qualifying questions, explain your offers, collect useful information, trigger follow-ups, and route qualified leads to your team or booking flow.</p>
<p>The integration is managed directly from the WordPress admin:</p>
<ul>
<li>secure one-click connection between WordPress and Setlyy;</li>
<li>automatic synchronization of your WhatsApp number and widget configuration;</li>
<li>one-click toggle to enable or disable the widget on public pages;</li>
<li>tracked campaign links for WordPress buttons and page builders;</li>
<li>shortcodes for campaign links and CTA buttons;</li>
<li>support for Setlyy website CTA formats such as floating WhatsApp buttons, QR code CTAs, and banners when configured in Setlyy;</li>
<li>campaign links for organic, social, and website CTAs;</li>
<li>tracking-friendly links so Setlyy can attribute conversations to campaigns;</li>
<li>configuration updates managed from Setlyy without editing WordPress theme code.</li>
</ul>
<p>Setlyy is designed for businesses that use WhatsApp to qualify leads, answer website visitors, track CTA performance, run follow-ups, and improve conversion from organic, social, and website traffic.</p>
<p>Setlyy is a SaaS product. You need an active Setlyy account to use this plugin.</p>
<h3>How it works</h3>
<ol>
<li>Install and activate WhatAlead Integration for Setlyy on your WordPress site.</li>
<li>Click Connect Setlyy inside Settings > Setlyy.</li>
<li>You are redirected to Setlyy to authorize the connection.</li>
<li>Setlyy returns a secure installation code to WordPress.</li>
<li>The plugin exchanges that code with Setlyy and stores the connection settings.</li>
<li>WordPress can then load the Setlyy widget script and fetch the latest widget and campaign link configuration.</li>
<li>You can copy tracked campaign links into WordPress buttons, page builders, menus, landing pages, or shortcodes.</li>
</ol>
<h3>Features</h3>
<ul>
<li>Secure Setlyy connection flow from the WordPress admin.</li>
<li>WhatsApp AI widget embedded on public pages.</li>
<li>AI sales assistant configured inside your Setlyy account.</li>
<li>Floating WhatsApp button, QR code CTA, and banner CTA support through Setlyy widget configuration.</li>
<li>Campaign and social CTA links synchronized from Setlyy.</li>
<li>Tracking links for organic and social campaigns.</li>
<li>Refresh data button to pull the latest campaign links.</li>
<li>Simple on/off toggle for the website widget.</li>
<li>Shortcodes for campaign URLs and buttons.</li>
<li>No manual API token, endpoint, or technical ID entry required.</li>
</ul>
<h3>External service</h3>
<p>This plugin connects to the external SaaS service Setlyy.</p>
<p>The plugin may request data from:</p>
<ul>
<li><code>https://agent.setlyy.com</code></li>
</ul>
<p>The Setlyy service provides:</p>
<ul>
<li>the OAuth-style connection flow used to connect WordPress to your Setlyy account;</li>
<li>the JavaScript widget loaded on your public pages;</li>
<li>the widget configuration for your Setlyy assistant;</li>
<li>your WhatsApp number and CTA display settings;</li>
<li>tracked campaign links for website, organic, and social CTAs.</li>
</ul>
<p>When you connect or refresh the plugin, WordPress sends the connection code, the connected agent ID, and the site URL to Setlyy so Setlyy can identify the correct workspace and return the current widget and campaign configuration.</p>
<p>Conversation handling, WhatsApp assistant behavior, lead qualification, tracking, and follow-ups are managed by your Setlyy account.</p>
<p>To use this plugin, you must accept Setlyy’s Terms of Service and Privacy Policy.</p>
<ul>
<li>Terms of Service: https://setlyy.com/cgu</li>
<li>Privacy Policy: https://setlyy.com/politique-confidentialite</li>
</ul>
<h3>Data handling and privacy</h3>
<h4>What data is stored in WordPress?</h4>
<p>The plugin stores connection and display settings in the WordPress options table, including:</p>
<ul>
<li>the connected Setlyy agent ID;</li>
<li>Setlyy endpoint URLs used by the plugin;</li>
<li>campaign links synchronized from Setlyy;</li>
<li>the latest sync timestamp and sync error message, if any;</li>
<li>the widget enabled/disabled setting.</li>
</ul>
<p>The plugin does not store visitor conversations in WordPress. Conversations, AI configuration, qualification logic, follow-ups, and lead data are handled in Setlyy.</p>
<h4>What data is sent to Setlyy?</h4>
<p>During connection and synchronization, the plugin sends data needed to identify the Setlyy workspace and return the correct configuration, such as:</p>
<ul>
<li>the temporary connection code returned by Setlyy;</li>
<li>the connected Setlyy agent ID;</li>
<li>your WordPress site URL;</li>
<li>plugin synchronization requests for widget and campaign link data.</li>
</ul>


WhatAlead Integration for Setlyy

Connect WordPress to Setlyy with a WhatsApp AI widget and tracked CTA links for pages, buttons, QR codes, banners, and campaigns.

LeadMachine Connector vs WhatAlead Integration for Setlyy