Everyone loves to be on the same page, right? Right! Especially if you’re a small business owner when you need to make sure the folks on your team are all in sync with your customers’ needs. You already know that keeping track of new sales leads can mean the difference between sinking or swimming and so our latest partnership with OnePage CRM - based in Ireland - makes us feel pretty lucky indeed (we couldn’t resist!) over here at Wufoo.
OnePage CRM gives you a clean and simple interface to work with that lets you focus on what really matters in your business - sales actions. With the added punch of our Webhook API, you’ll have more than luck on your side when it comes to capturing those leads.
To Use This Integration
Create a form in Wufoo and you’ll see that OnePage automatically matches the standard Wufoo fields. You can also add existing Custom Fields as long as you match the fields’ labels in both apps.
Connect Wufoo to OnePage CRM. Head to Wufoo > Forms > Select form and click on Notifications for this form:
Send Notification to Another Application and select Webhook from the dropdown then click “Add integration”:
Next, go to the Wufoo configuration page back on OnePage. In Step 2 below, you’ll need to copy both the Webhook URL as well as the Handshake Key.
Return to your Wufoo Notification Settings page. Paste both the Webhook URL and the Handshake Key you copied from OnePage into the Webhook URL and Handshake Key:
Be sure to check the box labeled, “Include Field and Form Structures with Entry Data”. Then click Save.
Configure data capture in OnePage CRM. You can set the default parameters for leads gathered via web form:
You’re all set! Need another run-through? Watch the video below:
Highest of high-fives to Anna Narolska-Cielecka from OnePage CRM’s dev team for getting this integration together. If you’re looking to integrate your web app with Wufoo, be sure to check out our Ultimate Guide to Integrating with Wufoo.