[trip_rating_summary] Shortcode

When enabled, InquiryFlow Pro pushes each new lead to your chosen CRM or email marketing platform. Map tags, sync phone numbers, and test the connection before going live.

Step-by-step guide

Enable CRM sync

1. Go WP Travel Kit → InquiryFlow → Settings.
2. Click CRM sync in the left nav.
3. Toggle Push every lead to a CRM on.
4. Select CRM provider.
5. Enter credentials for your provider (below).
6. Set Tags (comma-separated, default inquiryflow).
7. Toggle Sync phone number if Trip Builder or meta provides a phone.
8. Click Save.

Test connection

1. After saving credentials, click Test connection.
2. Fix any error message before relying on sync in production.

Supported providers

Provider	Credentials required
FluentCRM	Plugin installed and active (no API key)
Jetpack CRM	Plugin installed and active
HubSpot	Private app access token; optional list ID
Mailchimp	API key; audience ID
Brevo	API key; optional list ID
ActiveCampaign	API URL; API key; optional list ID
ConvertKit	API secret; form ID
Zoho CRM	API domain (com/eu/in/etc.); OAuth token
Klaviyo	Private API key; optional list ID

What gets synced

Typical contact payload:

• Email (required)
• First / last name (parsed from full name)
• Phone (when enabled and available)
• Tags from settings
• Custom mapping via developer hooks — Developer documentation

Sync runs asynchronously after lead creation.

Verify in CRM

1. Submit a test inquiry or Trip Builder lead.
2. Check the contact/list in your CRM within a few minutes.
3. Inbox lead still appears in InquiryFlow regardless of CRM outcome.

Tips

• Use a dedicated tag per site in multisite setups.
• HubSpot private apps need crm.objects.contacts.write scope.
• FluentCRM is zero-config if the plugin is already your CRM.

Common mistakes

• Enabling sync without test — credentials often have typos.
• Wrong Mailchimp audience ID — contacts land in wrong list.
• Expecting CRM erase when using WordPress erase — delete CRM contact separately.

Troubleshooting

Issue	Fix
Test connection fails	Re-check API URL/domain; regenerate token
FluentCRM not available	Install and activate FluentCRM plugin
Sync delayed	Normal — queue runs shortly after lead
Duplicate contacts	CRM dedupes by email; check provider rules

Related features

• Managing inquiries
• Trip Builder
• Developer documentation