The Wufoo Blog

Archive of Integrations

Back To Basics: Wufoo Integrations

By Johan Lieu · June 13th, 2014

It’s time for another edition of our Back To Basics series. In this edition, we’re going to take a look at Wufoo’s integrations with other applications and web sites and show how they can save you time, make your life easier, and make your Wufoo forms powerful and extensible.

As always, our Back To Basics series is aimed at newer Wufoo customers and users who might not yet be familiar with the wealth of features Wufoo offers. It might be too simplistic for some Wufoo Vets but I bet if you stick around, you might learn something new that you can do with Wufoo. And if not, you might be able to share your experiences with other Wufoo users and help make everyone’s life that much better. Either way, onward!

What Are Integrations?

If you’re not familiar with the idea of integrations, here’s your crash course. Integrations are features Wufoo and other sites have built that allow you to extend the functionality of your Wufoo account and forms.

Most Wufoo integrations work by connecting your Wufoo account or form to a 3rd party application or web site. After connecting, new entries submitted to your Wufoo forms will be automatically sent over to the 3rd party app or web site where the entry can be parsed, processed, and used for a bunch of purposes.

Got it? Good. Now let’s go through the types of integrations Wufoo offers.

Real Time Notification Integrations

Real time notification integrations are the types of integrations that I described before. When a new entry is submitted to one of your forms, the data for your entry is automatically and immediately sent over to the integration partner.

A great example of a real time notification integration is Wufoo’s integration with MailChimp. Say you have a Mailing List sign up form on your site and whenever someone signs up, you want their contact information to be automatically added into MailChimp so that you can easily email them.

Using the MailChimp integration, you can connect your form to your MailChimp account, and whenever a new entry is submitted to your form, their contact information is automatically and immediately added to your MailChimp mailing list. No more having to copy and paste data and information from Wufoo to another site.

Sounds awesome, right? It gets even better because Wufoo has 32 real time notification partners from Asana, to Salesforce, all the way down to Z with a Zapier integration.

Think that’s all? Wrong. There’s more!

Payment Integrations

If you’re looking to accept payments through your Wufoo forms, you’re in luck. Wufoo offers integrations with seven payment servicesStripe, PayPal, Braintree, Authorize.Net, Chargify, USA ePay, and FreshBooks—so you’ll be able to accept online payments with your preferred payment service.

I won’t go into too much detail about our payments integrations here other than they’re ridiculously easy to setup and your business can easily start accepting payments online. You can find more info about each payment service by visiting our Payments Integration information page. If you’re interested in a deeper dive into each of the payment services, our very own Aubriane Taylor walked through each service in a payments blog post and helps you choose the best service based on your needs and their features.

3rd Party Application Integrations

These next set of integrations are our 3rd party application integrations. These integrations believe in the value of Wufoo so much that they’ve incorporated access to our features and the data collected by your Wufoo forms on their side of the fence.

These integrations easily allow you to embed your Wufoo forms into their apps or sites (like adding your Wufoo mailing list form to your site with website creators such as Squarespace, Wix, Strikingly, Yola, or Spacecraft), or adding a Wufoo form to your Facebook page). These integrations allow you to add your Wufoo goodness to their apps and web sites and make enhance the features of apps you use.

Mobile Application Integrations

If you’re on the go, these mobile application integrations allow you to take your Wufoo data with you. These integrations allow you to use your mobile phone or tablet to accept entries to your Wufoo forms (like with Entries) , or to create mobile optimized web sites and add Wufoo to them (like with Mojaba). Just really cool integrations with mobile in mind.

Content Management System Integrations

If you use WordPress, Drupal, Confluence, or other content management systems to run your site and business and you’d like to add some Wufoo goodness, you’re in the right place. Wufoo offers several integrations for content management systems and allow you to seamlessly add your Wufoo forms into your CMS and accept entries and submissions from your users and customers right within your CMS driven site.


With all of these Wufoo integrations, you can truly extend and enhance the functionality of your Wufoo account and forms. There are so many integrations and so many use cases and work flows that it would be impossible to cover them all in one blog post. You can read more about all of Wufoo’s integrations to find the right one for you and your work flow.

If you use one of Wufoo’s integrations in a cool or novel way, share it in the comments and let your fellow readers know!

How to Stay on Top of Leads with ClinchPad and Wufoo

By Cheenu Madan · May 21st, 2014

We’re going to make an educated guess here—keeping your business thriving is probably a top priority, right? Well, collecting sales leads using your Wufoo form is just the first step to make sure you stay #1.

Next? Follow up and convert the prospect into a customer. Using a sales CRM to keep track of your sales leads can dramatically increase your team’s chances of converting a prospect into a customer. Win-win for everyone!

ClinchPad is a modern CRM system which unlike traditional CRM software focuses on deals rather than contacts. Our main focus is on managing your sales pipeline through an intuitive visual interface. We target small teams looking for simple solutions for managing their business leads over large-scale sales teams.

ClinchPad is free to use for tracking up to 100 leads and our pricing is super economical to boot. Entering data into a CRM system is tedious and often a significant barrier to CRM adoption. ClinchPad eliminates the need to re-enter data captured in Wufoo forms. Instead, you can automatically convert them into leads in ClinchPad.

How to Use This Integration

  1. To get started with integrating Wufoo with ClinchPad, click on Settings from the top menu.

  2. Select Integrations from the left menu.

  3. Scroll down until you find Wufoo and click on Manage Integration.

  4. Click on Integrate New Form. Fill in the Form Name exactly as it appears in Wufoo in the popup that appears. A Wufoo label Name is shown, circled. If you’d like whatever is entered in this Wufoo field to be the Lead Name in ClinchPad, enter the label Name in the Lead Name textbox.

  5. Similarly, do the same for Contacts, Products, Zones and Sources if applicable and select a Pipeline and Stage where the Lead should be created in.

  6. After you create a form, use the highlighted URL and handshake key when you create a Webhook in Wufoo. You can find a guide to creating webhooks in Wufoo here.

Once done, you should see Leads being created in ClinchPad whenever your Wufoo form is submitted. There you have it—clinch that top spot thanks to our sweet integration.

If you run into any problems integrating your Wufoo forms with ClinchPad, we’d be happy to help! Email us support@clinchpad.com

Cheenu Madan is the founder of ClinchPad. When not working on his startup, he’s usually either playing soccer or wolfing down large quantities of pizza.

Get Your Leads in Shape with Agile CRM and Wufoo

By Kayte Korwitts · May 14th, 2014

As a small business owner, you’ll be keeping all your business’s moving parts agile, flexible and strong thanks to our partnership with the integrated sales and marketing powerhouse, Agile CRM. What does this mean for you, dear customer? With our integration, get ready to sell and market with the pro athletes of CRM if you will.

By combining marketing automation with traditional CRM functionality, Agile increases both profits and your business’s health. How? Making life easier for your sales and marketing teams in sharing information, tracking leads and increasing user engagement. A number of Agile CRM’s beta users were already using Wufoo to create powerful, dynamic forms, so developing an integration ranked #1 on Agile CRM’s plugins list. Get ready to…

  • Boost the data you collect from your online forms.
  • Seamlessly push through form submissions right into your Agile contacts.
  • Add tags and automatically track those users’ online activity on your site.
  • Agile then makes it easy to create automated marketing campaigns based on this behavior.

    To Use This Integration

    1. You’ll need a Wufoo account and an Agile CRM account. All of Agile CRM’s plugins and integrations are included for free, even with free accounts.

    2. Next, create some awesome forms in Wufoo. We recommend starting with a lead generation form, as these will automatically create new contacts in Agile after you complete the integration.

    3. Agile CRM uses WebHooks to integrate with Wufoo. Check out basic integration setup instructions online, and just follow the easy steps. Agile also provides detailed setup instructions in a PDF.

    Need a visual? Boom, check it out.

    That’s all there is to it—jumping jacks and push-ups for everyone! Only kidding, you can relax. Big thanks goes out to the entire crew of Agile CRM for making this integration possible.

    Questions, comments? You know where to go.

    If you’re pumped and ready to integrate with Wufoo, click here.

    Introducing Magi Metrics & Wufoo: Importing Data Into Microsoft Excel Made Easy

    By Milo Spencer Harper · May 7th, 2014

    Log into Wufoo > Click on your form > Bulk actions > Export > As Excel (.xls) file > Open in Excel > Select all > Copy > Paste into your spreadsheet.

    Sound familiar? If it does, by all means read on. And even if it doesn’t? Read on anyway—you’ll learn something! If you do find yourself clicking through that flow every day in Wufoo, then pay attention because we have super swell news to share with all of you. Your Excel life just got better. Infinitely better.

    Say hello to our free Excel plugin—Magi Metrics. It automates, simplifies, speeds up and generally makes the process of importing data from Wufoo into Excel a truly awesome experience. Once installed, you’ll have a new tab appear in your Excel ribbon called Magi Metrics. Just click on the Import data button, and then boom—all of your Wufoo data is imported into your Excel spreadsheet. Now that’s what we like to call a truly magical experience, people.

    To Use This Integration

    1. Head on over to Magi Metrics and hit the Signup button.

    2. Once installed, you’ll need to activate the product by using your free license key.

    3. Click the Settings button on the Magi Metrics ribbon. Enter your Wufoo subdomain and API key.

    That’s it. Really. You’re ready to start importing data from Wufoo directly into Excel. Simply select the Wufoo form from the drop-down box and click Import data.

    Don’t worry, need another look? We pulled out this how-to video from our magic hat just for you.

    Visit our Support site for additional how-to videos and don’t hesitate to drop us—or our friends here at Wufoo—a line if you happen to get stuck! Let us know how the magic goes.

    Milo Spencer-Harper is the founder of Magi Metrics.

    And if you’re ready to integrate with Wufoo, just click here to get started.

    Asana and Wufoo: Get More Done with Less Effort

    By Kayte Korwitts · April 8th, 2014

    Bear with us for one sec. Sit up straight. Take a deep breath. Square those shoulders. Feels better, doesn’t it? When you’re centered and in alignment, it’s so much easier to stay focused on getting stuff done without distraction. The team behind the web and mobile app, Asana, knows just how important focus and alignment is when it comes to productivity.

    Awesome productivity doesn’t always come easy either. There’s a lot of mindfulness involved in collecting the right information and organizing all the different channels of communication that come into your business. Ok, so mindfulness is probably too nice of a word to describe this process. Sometimes it’s downright tedious and difficult to do.

    This is where Wufoo enters the picture. Our integration with Asana enables you to interact with your data in ways that would be otherwise impossible with your standard database. You can truly make your information dynamic and actionable—add attachments or connect data with other relevant Asana tasks without spending hours on spine-crunching data entry or on creating complicated forms.

    Here are just a few of the abilities available to you as a result of our partnership:

    • Enter bug details for bug/issue tracking

    • Capture sales leads and manage them directly in Asana

    • Collect support tickets and order requests from customers

    • Build a system for collecting employee referrals

    • Feed job applications right into Asana

    To Use This Integration

    1. First, set up a Wufoo form. Go to Wufoo and create a form with some custom fields. You can either use the Wufoo form on your own site as an embed or via the Wufoo link.

    2. Next, you’ll link your Wufoo form to an Asana project using Webhooks. This way any information submitted to your forms will automatically be directed to your Asana project.

    3. To do so, you’ll first need to find your Asana Webhook URL. The Asana Webhook URLs follow this structure:

      http://wufoo.asana.com/project/project_id

      You can find your Asana project ID by looking at the first set of numbers in your Asana project URL. For example, in this Asana app URL (https://app.asana.com/0/10198701095429/10198701095429) the highlighted portion of the URL is your project ID. Simply copy this project ID, add it to the Webhook URL structure above, and that’s your Asana Webhook URL!

    4. Next, you’ll need to find your Asana API Key. You can find this key in your Asana Account Settings. Simply find your key and copy it for use later.

    5. Now that we have your Asana Webhook URL and your Asana API Key, you can now setup your Wufoo form to automatically send data to your Asana project.

      To do so, go to the Notification Settings for your Wufoo form. Add a Webhook notification to your form, enter in your Asana Webhook URL, and your Asana API Key for your Asana project. Click save and you’re set!

    6. Now, sit back and watch as data from your Wufoo forms automatically gets sent to your Asana projects!

    Want to ramp this up a notch or three? You can even set up an optional deeper integration. We’ve added functionality that allows you to create custom routing from your Wufoo form to your Asana project. Your form’s submissions can appear in Asana with a specific tags or assignees based on the selections made within your Wufoo form. Read the in depth guide for detailed instructions on how to setup custom routing.

    Huge thanks goes out to everyone at Asana who helped make this integration happen. If you have any questions, be sure to leave them below and check out their blog here.

    Inspired to integrate with Wufoo? Visit our Ultimate Guide to Integrating with Wufoo today!

    Design Out-of-This-World Websites with SpaceCraft and Wufoo

    By Kayte Korwitts · April 3rd, 2014

    Buckle those seatbelts, dear friends. You’re in for a stellar ride with our latest integration. But fear not—you won’t have to travel far. Our newest integration with SpaceCraft—a fully hosted website publishing platform that’s truly out of this world—is in the business of making your business look good (really good) on the web.

    You can showcase images, and now your Wufoo forms, in stunning galleries with options like adjustable padding and auto-cropping to help “create a rich, visual representation of your story and business.” Best of all, SpaceCraft specializes in designing websites that will seamlessly scale across mobile, tablet and PC.

    No need to worry about your customers squinting, tapping, pinching or otherwise shaking their fist at the sky trying to view your site. Everything will be optimized. We love the sound of that here at Wufoo and so we’re thrilled at partnering up.

    To Use This Integration

    1. In the “Forms” section of your Wufoo account, select the “Code” button and click the “API Information” button on the next page.
    2. Highlight and copy the API Key that appears, select your account and copy the subdomain of your brand new form.
    3. Return to your SpaceCraft account and sign in, select “Connections” > “Forms” > “Connect” in the Wufoo block.
    4. Type in the subdomain you chose for your Wufoo account, paste in the API Key and click “Save”.
    5. Go to the page where you want the form to live, click “Add content blocks” and add the “Form block.” Simply choose the form you created from the drop-down list and you’re good to go.

    Check out SpaceCraft’s handy how-to video for another look.

    High-fives all around to the entire crew of SpaceCraft for a fantastic integration—we’re excited to see what folks will be able to accomplish.

    As always, leave us any questions in the Comments section below!

    Want to join our integration family? Visit our Ultimate Guide to Integrating with Wufoo and get started today.

    Take Your Help Center to the Next Level with HelpIQ and Wufoo

    By Brett Ryckman · April 1st, 2014

    You know the saying, Knowledge is power? Well, some pretty darn exciting things can happen for your business when you give your customers easy access to both. Guiding them in getting the help they need and finding answers quickly when burning questions about your product come up, empowers your customers even more. This is why having a robust knowledge base or help center in place is crucial.

    Online help authoring tool, HelpIQ makes it simple to create an online help center for your products or services to live in. Support documents, FAQs, user guides, tutorials and more can be online in mere minutes.

    Forget about complicated, time-consuming technical setup hassles and spend the time you’ve saved on super-charging your help center. With the added power of Wufoo, get ready indeed to take your help center to the next level—it’s the ideal location for pretty much all of the different form templates that Wufoo offers.

    For example, add a customer satisfaction survey to get feedback on the quality of your products, services, and documentation. Pop in an elegant contact form so your customers know exactly how and where to reach out if they can’t find the answers they’re looking for. Last but not least, since revenue drives your business, why not embed a sales lead form into your site? Potential customers routinely look through online documentation as they evaluate and learn about a company. That’s the prime time to capture a new sales opportunity.

    Adding Wufoo’s bug reports, feature requests, support tickets, satisfaction surveys, and other forms will remind your customers over and over that knowledge is indeed power.

    In just 3 steps, you’ll be on your way.

    To Use This Integration

    1. You’ll need an account with Wufoo and an account with HelpIQ. Wufoo has both free and paid plans. Click here to see which of HelpIQ’s plans will work best for you and to sign up for a free 30-day trial.

    2. Create a form in Wufoo that you want to use. If you don’t want to create one from scratch, choose from over 90 templates in the Form Gallery.

    3. Follow these instructions, or if you prefer, kick back and enjoy this how-to treat for your eyes below.

    All of us here at HelpIQ are super pumped about this integration with our friends at Wufoo; big thanks to the entire team! Any questions or comments, please share them with me below.

    Brett Ryckman is the founder and CEO of HelpIQ. To learn more about HelpIQ, please visit their site and get started with a free 30-day trial.

    Interested in integrating with Wufoo? Be sure to check out our Ultimate Guide to Integrating with Wufoo.

    Introducing ALLYOU and Wufoo

    By Kayte Korwitts · March 6th, 2014

    Avant Garde. Alluring. Appealing. Although we’d love to come up with more words that start with the first letter of the alphabet to describe how simply awesome our newest member of the integration family is, we’d just be wasting time. Please give a warm Wufoo welcome to ALLYOU—an online portfolio and website builder for creatives.

    ALLYOU is for all of you who have an eye for design but want to spend your time on you know, designing, rather than on dealing with complicated interfaces. Their elegant and intuitive front-end editor makes it a snap to set up and maintain a gorgeous online portfolio. You can take advantage of built-in templates or whip up your own design.

    Now thanks to our integration, you can create beautiful websites with seamless inclusion of Wufoo-powered forms. It’s incredibly easy and the results are absolutely stunning. Ready to take a look at how it works? Without further ado, we bring you Wufoo and ALLYOU.

    To Use This Integration

    1. You’ll need an account with Wufoo and one with ALLYOU. Wufoo has both free and paid plans, the same goes for ALLYOU. Click here to see which of ALLYOU’s plans will work best for you.

    2. Create a form in Wufoo and customize it to your needs. You can match it to the look of your ALLYOU site by using similar font settings. Don’t worry about the size of you form: You can edit the measurements when you integrate the form to your ALLYOU site. Embed your Wufoo form: Login to your ALLYOU account > create a new page and add en embed element > Select “Wufoo” and paste the URL or embed code of your form > click “ok” and switch to “view” mode.

    Take a look.

    That’s all there is to it, design fans! Look forward to spending more time focusing on the things that matter most to you—designing and making beautiful things—and less time worrying about your website. Leave that to ALLYOU and Wufoo!

    If you’re interested in integrating your web app with Wufoo, check out our Ultimate Guide to Integrating with Wufoo.

    Questions or comments about this integration? Let us know in the Comments section below or visit ALLYOU to learn even more.

    Integration Announcement: Dropbox Integration with Your Wufoo Forms

    By Johan Lieu · December 10th, 2013

    You might remember our sneak peek blog post from our previous Hackathon where we talked about some of the projects our engineers worked on whilst operating solely on hopes, dreams, and caffeine. One of the projects from that Hackathon was named WuBox which was a quick and dirty integration with Dropbox.

    We devoted some time (a lot of this) and effort (even more of this) to really polish that integration to a level we thought our Wufoo customers came to expect and deserve. We’ve integrated with one of the most popular cloud storage companies in Dropbox and we’re ready to announce that you can now integrate your Dropbox account with your Wufoo forms. Files that are uploaded to your form can now be sent automatically to a folder within your Dropbox account.

    But first, a little Celebration:

    Setting Up The Integration

    To get started with the Dropbox integration, you need to have a paid Wufoo account, on an Ad Hoc plan or higher. To add the Dropbox integration just head over to the Notification Settings for a form that is collecting file uploads. Select Dropbox from the drop down menu of integration partners and click “Add Integration”.

    We’re using OAuth to authenticate you and your Dropbox account (similar to what we’ve updated Campaign Monitor and MailChimp with last week) so to connect, click the “Connect to Dropbox” button.

    A new window will appear asking you to log in to your Dropbox account and grant Wufoo permission to access your files. Don’t worry, this is normal and we only need access to your Dropbox account so we can automatically upload files to your Dropbox account from your forms.

    Note: If you are having problems connecting to Dropbox or don’t see a new window appear, you’ll need to allow pop ups for Wufoo.com so that the Dropbox log in window will appear.

    After you grant Wufoo permission to access your Dropbox account you’ll be taken back to the Notification Settings screen where you’ll see the Dropbox integration options have changed. From here, you can select a folder within the top level of your Dropbox account (think /Dropbox/Folder) that you’d like file uploads to be placed.

    Tip: To make it easier to discern files from different forms, we suggest creating a separate folder in your top level Dropbox folder for each of your forms. Like, /Dropbox/Job_Applications and /Dropbox/Client_Assets for two different forms.

    Just select the folder in the drop down menu where you’d like file uploads on your form to be placed, click the “Save” button. The panel will update showing you what Dropbox account is associated with this form and in what folder files will be placed. Now whenever a user uploads a file to this form, the form will be uploaded to your Dropbox account instead of being stored within Wufoo.

    Entry Manager & File Names

    Since files uploaded to a form with Dropbox integration changes the behavior of files considerably (Wufoo no longer keeps a copy of the file and instead places it within your Dropbox account) we’ve had to modify the behavior of the Entry Manager slightly.

    As you can see in the above screenshot, a user uploaded a file to my form and I’m looking at the entry within the Entry Manager. Normally, we’d provide a link to the file here, but since I’ve integrated with Dropbox, we now display a line of copy informing me that the file has been moved to Dropbox and is located in the “/Wufoo” folder.

    Meanwhile, over at my Dropbox account, you can see that the file that was uploaded to my form is now located in my Dropbox/Wufoo folder (like magic!).

    You can also see that the file name is different than in the previous screenshot. We’ve prefixed the file name of the uploaded file with the entry number of the corresponding entry for your form. In this case, I can easily see that this file is associated with the first entry on my form since the file name is now, entry-1-img_0207.jpg. This will allow you to easily identify which files are associated with which form entry.


    We’re totally stoked to finally be able to release this integration for Wufoo customers. The use cases are practically endless (your clients can upload their design assets to you directly, employment applications can seamlessly send resumes to your shared HR Dropbox account, etc.) and we’re sure we’re missing some. If you’ve got a great use case for using Dropbox with your Wufoo forms, let us know in the comments below. In the following weeks, we’ll be posting more about the different things you can use Dropbox for and we’d love to share your implementations.

    If you need more detail or help, please visit the Dropbox integration documentation.

    Thanks and we hope you’re as excited as we are about Wufoo’s new Dropbox integration.

    Google Checkout Closing Down - Alternative Payment Gateways to Use With Your Wufoo Form

    By Andrew Gosnell · November 15th, 2013

    This is a warning to anyone who is still using Google Checkout as the payment gateway for your Wufoo form! As they previously announced, Google will be closing down the Google Checkout payment gateway.

    After Wednesday, November 20th, you’ll no longer be able to accept payments through your Wufoo form into your Google Checkout account.

    Before that happens, you’ll want to switch over any of your forms that are currently using Google Checkout, and connect them to one of our other great payment gateway options. Here are a few of our suggestions:

    Stripe

    If you’re in the United States, we recommend Stripe. They have a super-easy signup process that will get you up and running in minutes.

    Another benefit for using Stripe over Google Checkout is that your form will use the integrated Wufoo payment page. So if you have your Wufoo form embedded in your own page, your customers will stay right on your website when paying, rather than getting redirected to a third-party site.

    Check out our blog post about Stripe for more information about how to connect your Wufoo form to Stripe.

    Braintree

    If you’re in Australia, Canada, Europe, or the United States, then Braintree might be a good option for you. Check out our blog post about Braintree to learn more about your options with them.

    As with Stripe, when you use Braintree with your Wufoo form, your customers will pay on an additional payment page of your Wufoo form, rather than being redirected to a third-party site.

    Find out more about Braintree or sign up at the Braintree website.

    Other Options

    We have several other payment gateway options including PayPal and Chargify, listed in our Payment Settings help article.

    And of course if you have any questions about your Wufoo payment settings or how to switch your form over to a new payment gateway, please don’t hesitate to reach out to us.

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      The Wufoo Blog is the official online publication written by the developers of Wufoo about their online form builder, form-related technologies, and whatever else may fit their fancy—like robots.

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