The Wufoo Blog

Archive of Integrations

Welcome to the Wonderful World of woolloo + Wufoo

By Kayte Korwitts · June 30th, 2015

Beautiful. Easy to use. Powerful. Sounds scintillating, doesn’t it? We agree. That’s why we’re excited to bring you our newest integration that brings you all of these things and more in the wonderful world of mobile—woolloo.

woolloo is a dynamo of an iPad app that lets your business deliver a rich and engaging experience using consistent messaging right in the moment when a sales decision opportunity exists. Your brand can now be delivered on a reliable and regular basis with the content you control. Sales receive constantly up to date sales aids and marketing can collect critical analytics needed on their end.

Why is all this so crucial for success? Well, marketing and sales teams should be in constant alignment with one another during every step of the sales process. This integration helps ensure that. Ready to dive into more of the lovely details?

With woolloo + Wufoo, you’ll be able to:

  • Create new forms in Wufoo and distribute the for offline use within woolloo.
  • Wrap custom branding around the offline form within the woolloo design studio.
  • Automatically send completed forms back to Wufoo.
  • To Use This Integration

    1. Create an account with Wufoo and with woolloo. You can start your 14-day free trial of woolloo here.
    2. Create a form in Wufoo with the information that you want to capture.
    3. Log in to Wufoo directly from woolloo and drag in one or more forms to push to your sales team.

    Your team can access and complete forms no matter their connectivity state. Submitted forms are sent directly back into Wufoo. Just like we said. Beautiful. Easy to use. Powerful.

    Here’s a peek at the integration in action:

    Questions for woolloo on this lovely mobile integration? Let us know in the Comments section below!

    Interested in integrating with us? Get started today.

    Stop! No More Manual CRM Data Entry Thanks to Nutshell and Wufoo Integration

    By Ahmad Aggour · February 4th, 2015

    In a nutshell (sorry, can’t resist!), we love integrations here at Wufoo. Getting to partner with other fantastic companies and services to bring you the best in online form-building is why we come to work with big ole grins on our faces. So allow us to introduce you to our latest partnership with the small business CRM, Nutshell. And give a back-slapping, high-five Wufoo welcome to Ahmad Aggour of Nutshell as he takes you through the paces of this sweet integration!

    Take it away, Ahmad!

    Nobody (that we know of, anyway) wakes up in the morning thinking to themselves: “I can’t wait to manually input a bunch of information into my CRM today!” In fact, data entry is oftentimes one of the reasons why CRM adoption rates might be less than satisfactory.

    Well, thanks to our partnership with Wufoo, you can eliminate the need to manually enter form data in your CRM. That means you can spend more time doing what matters—nurturing those relationships and closing sales!

    Nutshell is the powerfully simple CRM that combines consumer-level design with practical business functionality. The result? A tool that enables growth and sets your business up for success. Your sales teams will be tracking and nurturing each and every opportunity, without letting any fall through the cracks. Your customer service team will be able to better manage the relationships you have with your customers.

    With Nutshell + Wufoo, you’ll be able to:

  • Create new accounts in Nutshell based on Wufoo form data.
  • Automatically add tags to form data in Nutshell.
  • Collect more robust data in Nutshell.
  • To Use This Integration

    1. Create an account with Wufoo and with Nutshell. You can start your 14-day free trial of Nutshell here.
    2. Create a form in Wufoo with the information that you want to capture and store in Nutshell.
    3. Set up your Nutshell account to integrate with Wufoo using WebHooks. You can use these easy-to-follow instructions, or you can watch the short video that walks you through the easy process.

    That’s all folks. Now you can enjoy all the extra time you have now that you’ll no longer be doing all of that tedious manual data entry!

    Ahmad Aggour is the Marketing Strategist at Nutshell—questions/comments for him? Leave ‘em in the Comments section below.

    3 Tips for Optimizing Your Wufoo-CRM Integration

    By Mike McNulty · January 23rd, 2015

    Heads-up, form fans! Give a warm welcome to our honored guest blogger, Mr. Mike McNulty of Solve CRM. Sound familiar? Good, because we’ve blogged about these CRM all-stars before and when Mike asked if he could share some pro tips with all of you on how to maximize that sweet CRM potential of yours? Well, what do you think we said?

    Get ready for some CRM wisdom, people. Take it away, Mike.

    If you’re running a business website, you’ve probably got an online contact form embedded into your site so visitors can submit inquiries, sign up for your newsletter, request a demo, or get in touch with you for just about anything else.

    And it’s likely that you use a CRM (Customer Relationship Management) system to store the customer (and potential customer) data you collect. But how do you get the customer info you’re collecting via your website forms and the data you’re collecting from other landing pages and marketing efforts all into one place?

    It’s easy! Your website visitor data can be automatically transferred into your CRM using a Wufoo-CRM integration. (Check out all available integrations here!) And once you’re all integ-ready, there are 3 things you can do to optimize your Wufoo-CRM powerhouse. Ready to learn? Of course you are.

    1. Capture & Categorize

    The #1 rule for optimizing your Wufoo-CRM integration? Be flexible. The more choices you include in your forms, the more comfortable your visitors will feel giving you their information. Plus, it’ll be easier to personalize how you follow up with them. So make sure any form on your website is set up to include the right fields.

    A good place to start is with a dropdown menu. For example, sort your contacts by asking site visitors, “Why are you contacting us today?” And when you ask for email and phone number, ask them to tell you which method of communication they prefer. You can even include a file upload field so existing customers (and potential clients) can submit photos or other documents. That way you’ll contact them, ready to offer feedback, tips, or price estimates.

    In short, your CRM should enable you to capture data using varying form fields—and tag contact records as they arrive, so that your data are given the right context. Websites that collect different information from different types of visitors should consider using separate Wufoo forms with unique fields and tags. With better data and more context, your staff can qualify leads more accurately and make faster decisions.

    2. Automate Next Steps

    Staff love when you make their lives easier, and you love it when there are no cracks for things to fall through. So when you capture a visitor’s data from your website, make sure they get assigned to someone automatically, and that their record is shared with the right people. Any series of tasks that need to be performed should be created and assigned immediately. Perhaps future emails should be scheduled or “Welcome!” phone calls planned. And if there are help desk tickets or emails related to this person, those should all get linked to the contact record as well.

    Many teams need contacts, tasks, and events synced to particular member’s Google Apps accounts. You can also help your clients automatically maintain their profile with you by having your CRM simply update their record as they fill out your Wufoo forms. This helps centralize your client data and prevent duplicate records from weighing you down. With all the meticulous and repetitive work automated your team can focus time and energy on clients.

    3. Take Action

    Here’s where the fun really starts because your team can now begin to leverage your setup, and use your CRM to demonstrate value to your new leads.

    Scheduled emails are being received. Follow up phone calls are being made. Prospects  are being added to marketing campaigns. Projects are being set up and shared while draft invoices are being prepared. Your existing customers and potential clients will think you have an army of staff dedicated to them.

    Every step of the way, updates are being made and shared centrally in your CRM. So when a prospect calls you, you know exactly what they are talking about. Or if the client emails you, you can see their entire history in Gmail, so you’ll know how to respond appropriately, without even jumping back into the CRM.

    Your business should seem like a surprise party for your prospects. Your team should seem like a well choreographed group of friends, welcoming them with a shower of personalized service, delivered with effortless efficiency. Wufoo helps trigger such a party when it’s integrated with a CRM that leverages other best of breed apps: email apps like Google Apps, accounting apps like Xero & Freshbooks, campaign apps like MailChimp & Constant Contact as well as Zendesk for helpdesk and RingCentral for incoming phone calls.

    Remember, online forms and CRMs are helpful on their own, and once they’re connected, they can turn your business into an automated powerhouse.

    For more information on how you can get started with Solve CRM or if you just want to give a “Hey there!” to Mike, click!

    Save Your Sanity with CRM Integrations

    By Johan Lieu · December 2nd, 2014

    We know that many Wufoo customers use their Wufoo forms to help them save time and run their business as smoothly as possible. You guys do everything from managing mailing lists, creating registration forms, accepting online orders, and capturing leads from potential clients and customers. Another way to help you save even more time (and yes, that oh-so-important sanity!) is to integrate your forms with a CRM. Ever thought about connecting your forms to a CRM? Good, because this blog post’s for you.

    So without further ado, here are three CRM integrations that we’ve integrated with—for good reason, they’re awesome—that you’re going to want to check out and see which one is right for you and your business. And don’t forget, these are just a sampling. We have a ton of other integration partners to choose from too.

    Agile CRM

    agileCRM

    A relative newcomer to Wufoo’s stable of integrations, Agile CRM uses webhooks to connect your Wufoo form to Agile CRM. It’s super easy to setup and they’ve created a really easy to follow and thorough guide to setup your integration. Agile lets you easily push form entries to their system to quickly setup a contact within Agile CRM. You can even pass in tags and other pieces of information you want to track on a per contact basis. And from Agile CRM, you can then integrate with other websites and applications to kick off automated marketing campaigns based off this information.

    Capsule

    Another great CRM that’s popular with other Wufoo users is CapsuleCRM. Capsule also uses webhooks to seamlessly integrate your Wufoo forms with their service. Using CapsuleCRM, you’ll be able to create Wufoo contact forms and have the contacts automatically show up in CapsuleCRM for you to manage. From there, you’ll be able to keep the conversation going with your leads and hopefully turn them into customers!

    Solve CRM

    The final most popular CRM amongst your fellow Wufoo users is Solve. Solve CRM also uses webhooks to setup and integrate your Wufoo forms with their CRM application. Using Solve CRM, you can also push contact’s information from your Wufoo forms to Solve CRM to allow you to manage and cultivate the relationship and conversation between you and potential customers. Solve CRM also has a nice integration with Google Apps as well as many integrations with other services to extend your ability to manage your leads. Plus, they have a great walkthrough video!


    That was a quick (phew!) run-down of some of the most popular CRM integration Wufoo has to offer. And again, remember that there are a ton more CRM integrations that we offer which you can find at our integrations page. If you’ve use one of these CRM integrations, we’d love to know how you use it to make your life easier and save your sanity. Please comment and share it below!

    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 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 Refresh 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 for free button.

    2. Once you’re logged in to the Magi Metrics website, click on Wufoo and enter your Wufoo username and password.

    3. Download and install the Excel plugin.

    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.

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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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