CRM Fan-Out

CRM Fan-Out copies every successful form submission into your CRM in addition to Google Sheets. It does not replace the sheet delivery - your sheet stays your system of record while the CRM gets a structured contact/lead for the sales team to act on. Four providers are supported: HubSpot, Salesforce, Zoho CRM, and Pipedrive. You can configure multiple destinations (one per CRM, or multiple instances of the same CRM).

This feature requires the CRM Fan-Out add-on ($49/mo) or any MRR tier with fan-out slots (Growth $19/mo, Agency Bundle $69/mo, Agency Plus $99/mo). Activate on the License page first.

1. In HubSpot go to Settings -> Integrations -> Private Apps and create a private app with the crm.objects.contacts.write scope (or companies.write / deals.write if you want to create those objects instead).
2. Copy the generated access token.
3. Back in WordPress, open SheetLink -> CRM Fan-Out and pick HubSpot from the CRM dropdown.
4. Paste the private-app token and pick the object type (Contacts / Companies / Deals).
5. Fill in the field mapping. One mapping per line, left side is your form field name, right side is the HubSpot property internal name. Example:
   your-email=email
your-name=firstname
your-phone=phone
company-size=numberofemployees
6. Click Add destination, then use the Send test button on the destination card to verify.

1. In Salesforce create a Connected App with OAuth (Setup -> App Manager -> New Connected App), including the api scope. Complete the OAuth flow and copy the access token and instance URL.
2. In WordPress open SheetLink -> CRM Fan-Out and pick Salesforce.
3. Paste the Instance URL (e.g. https://yourname.my.salesforce.com) and access token.
4. Pick the object type (Lead / Contact / Account) and map your form fields to Salesforce API field names. Example:
   your-email=Email
your-name=FirstName
your-company=Company
5. Save and test.

1. In the Zoho API Console create an OAuth 2.0 client with the ZohoCRM.modules.ALL scope and obtain an access token.
2. In WordPress open SheetLink -> CRM Fan-Out and pick Zoho CRM.
3. Paste the access token and choose a module (Leads / Contacts / Deals).
4. Map fields using Zoho's API field names (e.g. First_Name, Last_Name, Email, Phone).
5. Save and test.

1. In Pipedrive open Settings -> Personal Preferences -> API and copy your API token.
2. In WordPress open SheetLink -> CRM Fan-Out and pick Pipedrive.
3. Paste your API token and enter the company domain subdomain only - for https://acme.pipedrive.com enter acme.
4. Pick the entity type (Persons / Leads / Deals) and map your form fields to Pipedrive field names (e.g. email, name, phone, org_name).
5. Save and test.

CRM credentials are stored in the WordPress wp_options table on your site. When a submission fires, the plugin POSTs {token, payload, destinations[]} to the SheetLink backend, which relays the request to the CRM API on your behalf. SheetLink does not retain your CRM credentials - each request is processed in memory and discarded. Rotate CRM tokens regularly as a best practice; you can update a destination's credentials by deleting and re-adding it.

• HubSpot "property not found": the right-hand side of a mapping must match a HubSpot property's internal name, not its label. Check in HubSpot at Settings -> Properties.
• Salesforce 401 Unauthorized: access tokens expire. Refresh via your Connected App's refresh-token flow and paste the new access token.
• Zoho 400 invalid_data: check that required fields (usually Last_Name for Leads/Contacts) are in your mapping.
• Pipedrive 401: API token or company domain is wrong. The domain is the subdomain, not the full URL.
• "Fan-out is not enabled on your plan": your license doesn't have fan-out entitlement. Subscribe on the pricing page and re-check entitlements on the License page.