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. 


  • 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


1
Login to or create a new Wufoo account → + Create Form → choose to start from scratch or use a template.


2
Create your form by adding a form title and the fields you need → click Save Form.


💡 You can also change the Form Settings.


Mapping Tips


  • Standard OnePageCRM fields are automatically matched to Wufoo standard fields.
    • First name
    • Last name
    • Email
    • Phone
    • Website
    • Address

  • If you add a Text field labeled Company, Organisation, or Organization in Wufoo, it will be mapped to the OnePageCRM Organization field.

  • If you add a multi-line text field labeled “Background” in Wufoo, it will be mapped to the OnePageCRM Background field.

  • If Wufoo field labels match OnePageCRM Custom Field names, they will be mapped automatically. Make sure the field types also match in both apps (e.g., text to text, date to date, etc.).

  • All other fields that don’t match an existing OnePageCRM field are saved as a Note in the contact’s timeline.

How to connect Wufoo forms to OnePageCRM

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1
Go to the Wufoo Configuration under Apps and Integrations → Click on Install.

Apps and Integration page l Wufoo


2
Under Configuration → scroll down to step 2 → copy the WebhookURL and Handshake Key.

Apps and Integrations | Wufoo | Step 2


3
In a new tab, open your Wufoo account → go to Forms → find the form → click the 3-dots menu under the More column → Integrations.


4
On the Integrations page, scroll to Other applications → select WebHook from the dropdown → Add Integration.


5
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.


    • 💡 Make sure to tick Include Field and Form Structures with Entry Data to ensure the webhook is set up correctly.

    💡 Each Wufoo form needs to be connected to OnePageCRM separately.


    How to configure the data in OnePageCRM

    Jump up to Article's Overview ⮝

    Back in OnePageCRM, go to Wufoo Configuration → Step 3 → set the default parameters for leads from this form, then 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.


    💡 You can have multiple Wufoo forms running at the same time; see below.


    How to add, edit, and delete a Wufoo form

    Jump up to Article's Overview ⮝

    Add another Wufoo Form


    1
    After creating the Wufoo form, add the Webhook and Handshake key in your Wufoo account (see here).

    2
    Go to the Wufoo Configuration in OnePageCRM → scroll down to step 3. → click + Add another Wufoo form and configure the fields.

    💡 For configuration details, click here.


    Edit the configuration of a Wufoo Form


    Go to the Wufoo Configuration in OnePageCRM → scroll down to step 3 → select the pencil icon.


    Delete the connection of a Wufoo Form to OnePageCRM


    Go to the Wufoo Configuration in OnePageCRM → scroll down to step 3 → select the bin icon.


    💡 Wufoo updated its terms (Sept 2017), so this integration is only available on paid plans.

    💡 OnePageCRM can also transfer uploaded attachments to forms.

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