The Wufoo Blog

Archive of Integrations

Instantly contact leads by integrating Wufoo and DYL lead management software

By Praveen Chandran · March 2nd, 2017

You’ve set up a Wufoo web form on your business site and, just like that, you’re collecting leads left and right. Naturally, you’re busier than ever. But your sales lead form keeps filling your email inbox with new prospects! A day or two later, when you finally get to everyone, your hot leads have all turned into chilly popsicles. Eep!

Enter, DYL lead management software, which keeps hot leads from going cold by instantly calling or texting prospects who fill out your lead generation form. This means you’ll never have to manually dig through emails to find the contact details of your prospects and, more importantly, your prospects will never get stuck in inbox purgatory.

DYL’s phone system and lead management software integrates seamlessly with any Wufoo form that has a phone number field. The second your prospect submits a form, DYL triggers a call to your office or cellphone. Just pick up the phone, dial “1,” and start chatting with a new prospect before anyone else does.

If you’re more of a written-word fan, DYL can automatically send prospects a text message from your phone. Recipients open 99% of texts, making them a powerful addition to any business’s sales arsenal. These messages can include photos or documents, sent straight from your desktop to your prospect’s phone. That’s pretty cool.

 

 

Integrating Wufoo and DYL is super easy:

  1. Copy the special Wufoo email address provided by DYL.
  2. On your Wufoo form, navigate to “Notification Settings.”
  3. In the “to Another Application” drop down menu, pick “WebHook”.
  4. In the “Your WebHook URL” field, enter https://dialyourleads.com/post/wufoo.
  5. In the “Your WebHook Handshake Key” field, paste the special email address provided by DYL.
  6. Check the box “Include Field and Form Structures with Entry Data.”

 

 

Great news! Our friends at DYL are currently offering Wufoo customers a 20% discount on all new DYL services. Redeem this offer online or call DYL at 855-777-5817 for assistance.

How to accept recurring payments with Wufoo

By Nicola Plate · September 24th, 2016

BLOG_Story1_paymentsHey there Wufoo fans! Now as most of you know, you can collect payments with Wufoo forms. But did you know that you’re not just limited to one time payments? With Wufoo, you have the option of collecting recurring payments as well. That’s right, we’re just that cool.

But what if you want to collect both recurring and one time payments for the same form? That’s where it can get a bit tricky. With our current integration, it’s not possible to collect both types of payments on the same form.

Lucky for you though, we’re form experts over here. We’ll show you how to do this using three forms (it’s not bad, I promise) while making it seamlessly look like a single form to your users.

You’ll accomplish this thanks to a landing page.

Step 1: Create your 3 Forms

So, just so we can paint a clear picture—let’s say you’re collecting donations for your non-profit organization. You want to give your donors the option of either making a one time donation or making recurring donations. The first thing you’ll do is create your landing page form with that one question:

landing_page

Now you’ll want to create two separate additional forms: one form for the one time donations and one form for the recurring donations.

donation_forms

Pro tip: if you need to collect all the same info on the forms, consider creating one and then duplicating it to create the second. You’ll cut down on your form building time.

Step 2: Connect the forms

To seamlessly connect these forms, we’ll visit our lovely friends, the Form Rules. Specifically, we’ll set up a couple redirects on our landing page form to take the user to payment forms.

rules_donation_forms

And you’re all set—you can start collecting donations.

But wait a minute…we forgot a little something.

Step 3: Setting up Payment Integration

You can’t really collect donations without Payment Integration, now can you? Well here’s how you’ll do that. Since the landing page form just sends the person to a separate form, you can leave that form’s Payment Integration alone. But you will need to set that up for both the recurring donation form and the one time donation form.

For the one time donation form — You can set up this Payment Integration just like any other one time payment form. Select your merchant, edit your settings, and add the donation price field to your Assign Prices section. All our merchants (except Chargify) will let you collect one time payments.

Next step? You’ll set that up for the recurring donation form with one of our recurring payment merchants—there are three to choose from:

Stripe Subscription PayPal Standard Chargify

To make things easy on yourself, we recommend using Stripe or PayPal Standard. Since you can collect recurring payments and one-time payments with the same merchant account, this will allow you to keep all donation in one merchant account.

Just like that, you’ve got a landing page form to help you collect both recurring and one-time donations. For those people filling out your form, it will appear as if it’s one seamless form.

See for yourself.

As always, let us know if you have questions or comments!

Psst! How to track your forms with SurveyMonkey

By Kane Stanley · August 4th, 2016

story1_blog-aug2016If you want to see who has filled out your form, you can simply ask for a few bits of information from your users, such as their name and email address.

Let’s say you already have that information though. It’s not particularly helpful to ask for information you already know, so it would be fantastic if you could track exactly who’s filled out your form without having to ask for it. Fortunately, with the help of our survey creating cousins, SurveyMonkey, there’s a rather cheeky way to get this done.

SurveyMonkey is a beautiful tool that’s perfect to use if you’re creating a customer satisfaction survey, gathering employee engagement data and so on.

If you use SurveyMonkey, you can take advantage of their Email Invitation Collector.

This lets you send your surveys to a specific email list and track exactly who’s responded. We’ll go through how to embed a Wufoo form into SurveyMonkey so you can track who has filled out your forms through their email collector.

To kick things off, we’ll need to create our survey in SurveyMonkey. If you don’t have an account with them, check out their plans and prices. Once you’re signed in, click +Create Survey to get started. They give you options to use a template or copy an existing survey, but we’ll create one from scratch.

Create Survey 1

Create Survey 2

Once the survey has been created, you’ll notice it doesn’t look too different from Wufoo. You can create a survey using the different methods on the left side of the page. If you click Builder you can start adding questions to the survey.

We’re not too interested in adding many questions. Our interest lies in wanting to embed our Wufoo form into the survey. To do that, add a Text question. Once you’ve done that, you’ll notice a very mini video camera on the question. Give that a click and then click Embed. It’s here where you’ll put the iFrame embed code from your Wufoo form.

That can be found in the share section within Wufoo. Save when you’ve done that and you’ve created your survey. Easy as pie! Feel free to change the look and feel of the survey through their Themes tab. Otherwise, we’re ready to share.

Insert/Edit 1

Insert/Edit

To set up the email collector, click the Collect Responses tab in the top right corner of the page. Then choose the Email collector. It’s all mega straight forward from here. You can manually add your recipients at the top of your page, or click +Add Recipients to upload your own email list from your email client.

You can also change the subject of your initial email and edit the body of the email as well. Then just click Next and follow along until you can send the email. Once it’s sent, you’re all sorted. Each person will now receive an email asking them to fill out your form.

At any point, you can check your SurveyMonkey account to see who has replied to the survey and who hasn’t. You can even send reminder emails to the people that haven’t replied yet. Pretty nifty stuff.

When you view the survey, the form will be nice and comfy inside of the survey. It’s easy to fill out the form and simply click Done on the survey to complete the process.

We hope this trick is helpful! Questions for Kane? You know where to go.

Here’s how to connect Wufoo with Google Sheets

By Kayte Korwitts · July 6th, 2016

Of course as you already know, Wufoo stores all your form entries and allows you to export them. But we know you want to send entries to other apps as well.

One common need is to connect Wufoo with Google Sheets to collect all form entries into a single spreadsheet. This serves as a backup for your form entries and also helps you with reporting and analytics.

Automate.io lets you do precisely this. Integrate Wufoo with other popular apps you use, in minutes.

How it Works

  1. Setup your Google Spreadsheet

Create a spreadsheet where you wish to gather Wufoo form entries. Make sure you have the required Column Names filled in the first row, and some dummy data in the 2nd row as well, as shown here.

google-spreadsheet-wufoo

2. Add Wufoo to Automate.io

Sign up for Automate, and start by creating a Bot. Add Wufoo as the Trigger application and provide your login credentials. Select the Wufoo form you want to link to Google sheets. This will populate.

add-trigger

3. Link Wufoo and Google Sheets

In the Bot, select Google sheets as your Action app and complete the authentication. Select Add Row as the Action to be performed. You can now select the Spreadsheet to be used and the worksheet within. This will populate the Column names you created.

Now, you can drag-drop the Wufoo form fields into the corresponding columns in the sheet.

wufoo-google-sheets

Boom - you’re done. Save the Bot and enable it. You should now see new data in the Google Spreadsheet as soon as there’s a form entry.

You can, of course, do much more. Use the Condition option in the Bot to direct sales inquiries into one sheet and support inquiries into a different one. You can also have the Bot create a Trello card and/or send Slack notifications on Wufoo form entry. The possibilities are endless.

Try it out and let us know how it goes in the Comments below!

Sit Back and Let Automate.io and Wufoo Do Work for you

By Eric Van Susteren · April 19th, 2016

automate.ioYou don’t have to hide it, we understand. We know you probably use lots of apps other than Wufoo: email, CRM, marketing, team collaboration, payments, you name it.

When you create a Wufoo form, it’s easy to set up email notifications or link the form to your MailChimp or Salesforce accounts (among many others). It’s a cinch! Just check out the form notification settings page for your form.

But what if you could do much more than that? What if you could integrate Wufoo with lots of other cool apps you use, and make them do your bidding without lifting a finger?

Don’t just trigger an email—send a Slack notification to your sales rep, automatically add the information from the form to your CRM or send send a personalized auto-reply to your customer.

Yep, it’s possible when you use Automate.io and Wufoo together.

You can create your custom integration between Wufoo and any of your other apps in just minutes. You don’t need any programming experience to do it. You can create simple 1-to-1 integrations or more advanced workflows involving multiple apps.

wufoo-gmail

What You Can Do

Simple Automation

  • When someone fills a form, create a contact in your CRM or marketing app.
  • Send a personalized auto-reply using your Gmail.

Multi-app Workflows

  • Send an automated sequence of emails (drip emails) without the need of an email marketing software.
  • Gather form entries into Google Sheets, get notified in Slack and then add them to your CRM.

Here’s How to Get Started

  1. You’ll need an account with Wufoo and Automate.io, both have free and paid plans.
  2. Create your form with Wufoo.
  3. Sign up on Automate.io. Add Wufoo and your apps in your account.
  4. Create a Bot, with Wufoo form submission as the starting point, and define the automated actions you want to do in your other apps.
  5. Sit back and relax!

Automate.io does all the heavy lifting when it comes to shuttling your valuable contact information into your CRM, or assigning them to the proper campaign.

You give the instructions, and Automate.io makes it happen with zero coding and zero downtime. Even complex workflows like drip feed campaigns ensure that the contact gets exactly what they need to help them make an informed, confident buying decision.  

It really is that easy - Try it now!

As always, hit us up with questions on any of our integrations in the Comments section below!

Automatically Follow Up with Your Wufoo Form Leads with LeadMachine

By Johan Lieu · November 19th, 2015

Doing everything manually by hand is hard and can take up a ton of time. Of course you know that though since you’re already using Wufoo to make running your business a breeze and save time. But, just in case…if you’re indeed still following up with leads by hand, manually tracking to whom you’ve sent an email to and when you did so, you might be interested in our latest integration—LeadMachine. LeadMachine allows you to setup automated email response flows. If a potential customer fills out your Contact Us Wufoo form on your company site, it’ll automatically trigger automated emails you’ve setup within LeadMachine so you don’t have to do it yourself! We’ll get Dan Dobos from LeadMachine to take it from here.

The Wufoo/LeadMachine integration grows your business by automatically following up with everyone who fills in your Wufoo form

You’ve created an awesome Wufoo form. It was easy. It’s beautiful and it just works. You’re happy. People start filling in your form. You capture their details. But then what?

What if in just a few clicks you could have these same people receiving a series of emails educating them about your industry, and positioning yourself as the ultimate solution?

Old Busted Lead Follow Up

What if you could also get notified if they click a link in these emails so that you can call those hot prospects and bring in some sales? And if they don’t click a link in your emails, perhaps you might want to wait a bit and then send them a different series of emails to ensure that they are consuming your content.

New LeadMachine Awesomeness!

Automate your seminar/webinar follow-up emails

How about if you run a seminar or webinar? You can use Wufoo to have people register for the seminar and then automatically send email reminders prior to the seminar to ensure that they show up. Set it up once and it’s done forever.

Recommend new products after someone purchases through a Wufoo payment form

Maybe you sell a product online. Wufoo can take the payment via a payment form. Then LeadMachine can store all the purchases for your customers and send appropriate emails that recommend new products based on their purchases.

Create a task to follow-up all Contact Us form submissions

Or perhaps you have a simple Contact Us form. You can automatically create a task in LeadMachine to ensure that every Contact Us enquiry is followed up within, say 2 days, and then see all overdue tasks in LeadMachine.

Take surveys to the next level of personalization

Or maybe you want to get fancy and survey people using a series of multiple choice questions. Then, you send a hyper-personalized email so that each paragraphs of the email varies based on the response to the questions. This can be used to create customized reports on auto-pilot.

Use Wufoo to create beautiful forms that deliver you contacts, and then follow up with them on LeadMachine.

To Use This Integration

To set up this integration literally only takes minutes.

  1. Head over to LeadMachine.com and get a free trial account

  2. Click on the ‘Forms’ section and then enter your Wufoo Account Name and Wufoo API Key. 03-tutorial

  3. Decide whether the form should create a new Contact in LeadMachine or update a Contact. 04-tutorial
  4. Select your Wufoo form. 05-tutorial
  5. Match fields from Wufoo to LeadMachine. 06-tutorial
  6. Tag the people from the form, and then you may wish to assign them to someone. 07-tutorial

Now when someone fills in a form in Wufoo, the data will automatically be added to LeadMachine, tagged appropriately, and assigned to the right person—that’s all there is to it.

Awesome shoutout to the Dan Dobos and the crew at LeadMachine for such a fantastic integration with Wufoo! Got comments or notes? Go for it below.

Let Wufoo and Acuity Schedule You In Some Sanity

By Carl Sutherland · September 10th, 2015

AcuityPun intended, you beautiful form people. Pun definitely intended.

CR34_WufooBLOG_Nov15_story2_v1.1iwLosing sleep over the eternal question, “Why did the chicken cross the road?” The chicken, dear friends, crossed the road to get its chickeny feet on the new Acuity Scheduling and Wufoo integration. (And also to beat Dolly Parton in a cut-throat game of checkers, but that’s another story for another day.)

With our newest integration with Acuity—a seamless online appointment scheduler that effortlessly handles all of your client scheduling needs without inducing any sort of stress sweats—we’re now set up to set you up for the most success.

From collecting the need to know info before a client’s appointment (like their preferred flavor of ice cream*) to getting that heart-fluttering feedback after each session, the ability to have all your clients’ info in one place places you at the top of the pack.

When you can automate your client bookings, cancellations, reminders & even payments with one click (and zero frustration), you can get back to building the business you love—instead of loving the idea of chucking your laptop out a 17th-story window.

And here at Wufoo? We’re all about saving computers from an early grave, all while giving you the tools you need to knock it out of the park.

Mint chocolate chip is, as always, the correct answer in this scenario.

To Use This Integration

  1. In Acuity Scheduling, head to the Import/Export/Syncing section of your account on the left-hand menu.
  2. Scroll down until you find Wufoo, and give it a little clickeroo.
  3. Enter your Wufoo log in details, and connect.
  4. Select the form you want to show up in Acuity, and click Next.
  5. Select the field that has the client’s email address, and save your settings.
  6. Bask in the glory of the Acuity + Wufoo matrimony, and see all of your Wufoo forms from clients inside of Acuity.

Want to take a closer look? Check out this handy dandy visual how-to.

Enthusiastic hip bumps to the entire Acuity crew for an outstanding integration. We just know their mad scientist levels of genius will jumpstart your scheduling.

As always, leave us any questions on any of our integrations in the Comments section below!

OnePageCRM + Wufoo: Watch Our Webinar

By Zachary Ralson · August 6th, 2015

Whether you’re looking to grow your book club or seeking out fresh volunteers for your nonprofit, Wufoo is a great way to gather data from your audience. Putting a form together is a cinch and fast—you can start collecting that information within a few minutes.

The next big question? What to do with that great new info, especially if you’re trying to use it to drive new leads for your business.

Our friends at OnePageCRM take the complex task of managing leads and using productivity principles, create a to-do list from your leads. With a ton of sales and contact management functionality plus a mobile app to handle leads while you’re on-the-go, it’s quite the powerful solution to ensure you stay on top of your contacts and follow-up opportunities.

OnePageCRM has created an integration with us so you can take new lead information right from your Wufoo form and place it right smack into OnePageCRM. Recently, we joined forces and held a webinar to talk about how to create forms designed to maximize conversions.

Behold the webinar in all its glory here:

For even more information on our integration, mosey on over here.

Questions? Leave ‘em in the Comments section per usual, we check daily.

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.

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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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