WordPress Integration
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What it will do
Section titled “What it will do”The WordPress integration lets you add lead capture forms to your WordPress site. When a visitor submits the form, a contact or lead is created in HARi automatically.
Planned features
Section titled “Planned features”- WordPress plugin: install from the WordPress plugin directory
- Form shortcode: add
[hari_form id="contact"]to any page or post - Web-to-lead: form submissions create leads in HARi with source tracking
- Custom field mapping: map form fields to any HARi entity fields
- Spam protection: built-in honeypot and optional reCAPTCHA
- Thank-you redirect: redirect visitors after submission
How it will work
Section titled “How it will work”- Install the HARi plugin from the WordPress plugin directory
- Go to Settings > HARi CRM in WordPress
- Enter your HARi workspace URL and API key
- Create a form and map fields to HARi entity fields
- Add the shortcode to any page:
[hari_form id="your-form"]
Current alternative: embed widget
Section titled “Current alternative: embed widget”You can embed HARi forms on WordPress today using an HTML embed:
- In HARi, go to Settings > Embed Forms
- Create a form and configure the fields
- Copy the embed code (an HTML snippet)
- In WordPress, add a Custom HTML block and paste the code
- Form submissions create records in HARi
Phone fields include a built-in country code selector with flag icons (19 countries). The default is auto-detected from the visitor’s browser locale, or you can set a specific default per field (e.g. +852 for Hong Kong).
Validation errors are shown inline next to each field, so visitors know exactly what to fix — no more generic “please check your submission” messages.
Reassigning historical submissions. If you change a widget’s routing (owner or team) later, future submissions follow the new rule. To also reassign records that already came in via that widget, tick “Also apply this routing to records already submitted via this form” before clicking Save settings. The save will report the number of records updated.
What data syncs
Section titled “What data syncs”| Direction | Data |
|---|---|
| WordPress to HARi | Form submissions create contacts/leads |
| Metadata | Page URL, submission timestamp, UTM parameters |
Use cases
Section titled “Use cases”- Contact us page: capture inquiries and create leads
- Newsletter signup: add subscribers as contacts with source “Website”
- Quote request: create opportunities with details from the form
- Event registration: create contacts with a tag for the event
Request early access
Section titled “Request early access”Want to be notified when the WordPress plugin launches? Contact us to join the early access list.