Wufoo, another great way to capture leads from your website

Wufoo is a tool that makes it easy to collect information over the Internet. Wufoo does so by helping you create web forms that web users will fill out. The user’s data is immediately saved directly into your favorite web apps. No more copy-pasting folks! Pretty neat eh? Now, with this integration, you’ll be able to save that info straight into Solve360 too!

“But wait a second... can’t I already do this using the Solve360 API or Solve360 Google Form integration?”

Good point! Yes, there are already two ways of capturing data into Solve360, but because this one uses Wufoo, it may very well be the simplest yet. Here’s how to do it:

1. Create a Wufoo form with all the fields you want to push into your Solve360 account
   
   
2. Define three special fields in the Wufoo form that will tell Wufoo how the form information should be saved in Solve360
   
   
3. Give the Wufoo form the information necessary to access your Solve360 account
   

Setting this up is easy and well worth the effort. You’ll have a web form pushing data into Solve360 in a couple of minutes with no coding! So let's give it a spin ...

Click on the Next link located in the top-right corner of this page to continue ...

Hooking them up

Step 1 - Create your Wufoo form

Login into your Wufoo account (or create one).

Craft a form with all the fields of data you want to capture using Wufoo's amazing form designer.

Step 2 - Add three special fields for Solve360

1. Add three "Single-line Text fields" to the form labeling them "Solve360-Mapping", "Solve360-Ownership", and "Solve360-Tags"

2. In each of the three fields set the "Add CSS Layout Keywords" value to "hide"

3. Set the predefined values for each of the three special (and now hidden) fields

This screenshot illustrates the field labels, CSS Layout Keywords and Predefined Value settings.

All of the Solve360 values for field names, owner and category tags are shown in your Solve360 account under Solve360 menu (top right) > Ownership > API Reference

Step 3 - Set your Wufoo form to automatically post new records to Solve360

1. Wufoo Form Manager > Notifications

2. Choose “to Another Application” > Webhook > Add integration

3. Fill in the “Your WebHook URL” with the value “https://secure.solve360.com/wufoo”

4. Fill in the “Your WebHook Handshake Key” with your Solve360 sign-in email and your personal Solve360 API Token found under Solve360 menu (top right) > My Account > API Reference.

5. Select the option “Include Field and Form structures with Entry Data”

Save ...

The following screenshot shows you what the integration panels look like.

A bit more on the configuration options

Mapping many fields

The Wufoo form designer allows only 256 characters in the Predefined Value field, so if you need more than that to map your fields just add a second field also called Solve360-Mapping and continue entering the mapping specification there.

Wufoo's "fancy pants" Address field, which consists of six fields, is also supported. Just map the field label as normal to a Solve360 address field and we'll capture it as a single Solve360 address value.

Wufoo's "fancy pants" Name field, which consists of two fields, is also supported. Just map the field label as normal to a Solve360 field called "compoundname" e.g. "Name=compoundname" and we'll save it as separate First name and Last name fields.

Wufoo checkbox fields map to Solve360 "Multi-select option" fields. Just map the Wufoo field label to the Solve360 field name as usual and make the checkbox choices exactly the same between the systems.

That's it, now let's give it a test...

Getting down to everyday business

Lets give your form a spin. In Wufoo > Forms > Code > open the form's URL. Complete the form and you should find the contact now saved in Solve360!