Wufoo

Wufoo is a leading application in DIY form building. It enables you to create online forms to collect leads for your business without writing any HTML code. You can now link your Contact Us form directly to OnePageCRM using Wufoo and act on the leads immediately.

Please note:

You will need a Wufoo account to connect it to OnePageCRM.
Only Account Owner or Administrators can configure and manage the integration.

In this article:
Create Wufoo Form	Connect Wufoo forms to OnePageCRM
How to configure the data in OnePageCRM	How to add, edit and delete a form

Create Wufoo Form

Login to your Wufoo account or create a new account → click the + Create Form → Select between starting from scratch or using a template.

Configure a form by entering a form title and add fields for the details you want to collect → Click Save Form.

Note: You can change the Form Settings.

Mapping Tips

Standard fields in OnePageCRM are automatically matched to the standard Wufoo fields.
- First name
- Last name
- Email
- Phone
- Website
- Address
If you add a Text field and label it Company, Organisation, or Organization in Wufoo, we will map that field to OnePageCRM's Organization field.
If you add a multi-line text field and label it "Background" in Wufoo, we will map that field to OnePageCRM's Background field.
If you create field labels in Wufoo with the same name as Custom fields in OnePageCRM, we will map them automatically. Make sure that you match field types for these in both apps.
- E.g. Single line text in OnePageCRM to Single line text in Wufoo or Date to Date fields etc.
All other fields of the form that are matched to a non-existing OnePageCRM field are stored as a Note under the contact's timeline.

How to connect Wufoo forms to OnePageCRM

Once the Wufoo form has been created click on your User/Profile icon (top right-hand corner) → Select Apps and Integrations → under Lead Generation apps click on Wufoo → click Install.

Under the Configuration tab → scroll down to step 2. Connect Wufoo to OnePageCRM → copy the WebhookURL and Handshake Key.

In a new tab, open your Wufoo account → go to the Forms menu on the top → scroll down to the form you wish to connect and select the 3-dots menu from the More column.

On the Integrations page scroll down to Other applications → from the dropdown select WebHook → Add Integration.

To add the Webhook:

Paste OnePageCRM's WebHook URL and Handshake Key into the corresponding fields.

Check the box for Include Field and Form Structures with Entry Data

Click Save to continue.

Note:

Ensure to check the box for Include Field and Form Structures with Entry Data in this step as it is essential to ensure the webhook is set up successfully.
Each Wufoo form needs to be connected to OnePageCRM separately.

How to configure the data in OnePageCRM

Back in OnePageCRM under the Configuration tab for Wufoo → scroll down to step 3. Configure the data capture in OnePageCRM → configure the default parameters for the gathered leads from this Wufoo form → click Save.

You can configure the following details:

Form title - The title must exactly match the name of the form in Wufoo. This field is required and case-sensitive.
Set Next Action text and date
Set Lead Source
Set Status
Apply tags
Assign a Team member
Enable/disable Notification emails - If yes is selected you receive a notification via email anytime the form is submitted.

Note: You can have multiple Wufoo forms running at the same time. See below how to add another form from your Wufoo account.

How to add, edit, and delete a Wufoo form

Add another Wufoo Form

Once you created the Wufoo form, ensure to add the Webhook and Handshake key for it in your Wufoo account, see here.

In OnePageCRM under the Configuration tab for Wufoo → scroll down to step 3. Configure the data capture in OnePageCRM → select + Add another Wufoo form and configure the fields. See here.

Edit the configuration of a Wufoo Form

In OnePageCRM under the Configuration tab for Wufoo → scroll down to step 3. Configure the data capture in OnePageCRM → select the pencil icon.

Delete the connection of a Wufoo Form to OnePageCRM

In OnePageCRM under the Configuration tab for Wufoo → scroll down to step 3. Configure the data capture in OnePageCRM → select the bin icon.

Notes:

Wufoo has updated their terms (September 2017) which means this integration is only available if you have a paid plan with Wufoo.
OnePageCRM can also transfer uploaded attachments to forms, which is also a feature of Wufoo paid plans only.