Integrations

Integrations

 


Introduction

Integrations allow you to send your data to third-party applications, or even to your own server.

Integrations Galore

We’ll use MailChimp as an example, but the concept of linking two services or applications is what we’re trying to demonstrate here.

MailChimp.com is a service that allows you to send your promotional email messages to your contacts en-masse. For MailChimp to work, a contact list with email addresses is required. There are several ways to build your MailChimp list. You can mass import a spreadsheet, you can hand type your contacts, or you can use one of MailChimp’s boilerplate forms. Now there’s another way. Wufoo’s integration system allows you to link a Wufoo form to a MailChimp contact list, bypassing error-prone or manual entry. So, with a few keystrokes you’re able to combine Wufoo’s infinitely customizable and embed-friendly forms with MailChimp’s powerful email services.

And that’s it. Applying what you’ve learned in the previous example, you may let your imagination run wild with the list of Integration Partners listed below.

Our Integration Partners

Thanks to the valuable programming APIs provided by these excellent services, we’ve been able to do some amazing integrations. What follows is a list of the services we currently integrate with. View the brief service description provided here and click the link to see detailed setup instructions.

Campaign Monitor

Send Beautiful email campaigns, track the results and manage your subscribers.

View Documentation · Visit Site

 

MailChimp

Manage your mailing list, design beautiful emails, track your campaigns.

View Documentation · Visit Site

 

Campfire

Team collaboration with real time chat.

View Documentation · Visit Site

 

Highrise

Track your Leads, Contacts & Deals.

View Documentation · Visit Site

 

FreshBooks

Track time and invoice your clients.

View Documentation · Visit Site

 

Twitter

Twitter is a free social networking and micro-blogging service that enables its users to send and read messages known as tweets.

View Documentation · Visit Site

 

WebHook

User-defined HTTP callbacks for push, pipes, and plugins.

View Documentation · Visit Site

 

Salesforce

Salesforce is a CRM (Customer Relationship Management) which lets you create and manage Leads and Contacts.

View Documentation · Visit Site

 

This list will grow as time goes on. If you can think of a way that your service or a service you use could integrate with Wufoo, please feel free to contact us with your suggestions.

Adding an Integration

Adding an integration is easy. Mimic the example provided below on your own form and you’ll be connected in no-time flat!

A Wufoo integration simply notifies another service and passes your submitted data to it. For that reason you add integrations through the Notifications link on the Form Manager page. The button is highlighted in blue on the example below.

Notifications Button

Now you’re on your form’s Notification page. To add an integration, look for the add giant plus sign, choose an integration from the choices, then click Add Integration.

Supplying the required information

Once you’ve added your required information, you’ll need to follow the steps outlined by your integration. The values you provide vary from integration to integration, but the process is similar for each. During the process you’ll be guided by buttons at the bottom of your integration setup panel. An example of what you’ll see is provided below. Note that you press the button on the right to continue. If your setup process involves several screens, you can press the button at the bottom left to go back and change information.

Navigation Buttons

The final button you’ll reach is always labeled Save. Press it and rejoice, for you’ve completed the integration process!

Matching Your Fields

Field Matching is the process of connecting 3rd party fields with fields on your Wufoo form. For example, Highrise, a contact management service, will require you to choose a name or company name from your form to pass along to their service when a form is submitted. For Wufoo to know what to pass along, you’ll need to match a the Highrise Name and Company Name fields with the appropriate fields from your form. If you don’t the appropriate field on your form, you’d need to edit your form to continue setting up your integration.

We’ve developed a screen to help you match your fields easily. We refine the process by presenting only the fields that meet your criteria. For example, if your 3rd party integration requires an email field, we pre-filter the drop-down list to include only text or email fields. The example below depicts the matchup between Highrise and a Wufoo form. Notice the red asterisk, which depicts a required field.

Highrise Field Matching Updated

Deleting an Integration

The time may come when you wish to delete your integration. This is made simple for you. Simply click the red X at the top right of your chosen integration, as shown in the image below:

Navigation Buttons

Here are a couple of things to note about deleting your integration:

  • Deleting the integration does NOT delete the data collected by Wufoo or your 3rd party service. You can think of deleting an integration as simply removing the link between Wufoo and your 3rd party service. If you wish to delete this data in Wufoo, you may delete your form. You may follow the process defined by your 3rd party service to delete your data there.
  • Deleting the integration DOES remove any related errors saved in your error log. You will no longer be able to view the errors created by your integration.
  • Deleting the integration DOES NOT prevent forms that have already been submitted from completing. Depending on our server load or your 3rd party’s server conditions, your integrations may be queued on our servers for later delivery. If you delete your integration but the integration is queued for sending, it will still go through.

Where do I find all the required setup information for my integration?

Individual information about your integration can be found by clicking the correct integration from our list of Integration Partners

Where did the Integration Error Warning Bar go??

The Error Bar only displays once per user. We store the fact that you’ve clicked the Error Bar in your settings. You will not see the error bar again until another error occurs. You can still see your Integration Errors through the Error Log at any time.