The Wufoo Blog

Archive of Integrations

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.

How To Collect More Leads Using Unbounce Landing Pages and Wufoo

By Oli Gardner · September 24th, 2013

UnbounceOli Gardner is the Creative Director and resident landing page expert at Unbounce—a powerful and easy-to-use landing page platform for marketers. He’s seen over 20,000 landing page examples and writes on the subjects of Conversion Centered Design, inbound marketing and conversion rate optimization.

The floor’s all yours, Oli!

If you’re using Wufoo forms to collect data and build your leads list, you’re probably going to be interested in how to increase the number of leads you’re gathering. Am I right? The real question is not whether you want to get more leads, it’s how to get more leads.

You can do this in two ways: 1) Send more traffic to your form.

2) Get your forms to convert better.

If you’re not sure, I’ll make it easy for you. Go for option 2—Get your forms to convert better. The best way to do this? Create a better experience on the landing page that houses your form.

Removing distraction

The reason that landing pages are so effective at increasing conversions is that they’re designed to focus your visitor’s attention on one thing, and one thing only—your conversion goal. In this case the form.

If you’ve ever seen a form on a homepage, or any other website page for that matter, you’ll have noticed that there are many other things that you could choose to do instead of completing the form. You could navigate to a different page, or you could click on one of many interesting photos, links or promotions. Choices are great when you’re deciding which color of paint to put on your bedroom wall. But when it comes to marketing, the more choices there are, the lower your conversion rates will be. Fact.

Maximizing attention ratio

An average homepage has about 50 links on it. Which means the element you want people to interact with (your form) has approximately a 2% share of the interaction potential of your page (50:1). Compare this to a focused landing page that has only one interaction point—this equates to a 100% share of the interaction potential (1:1).

I know which type of page I’d like to have my form on…

Unbounce + Wufoo

Yep, you got it. Using Wufoo and Unbounce together allows you to leverage the power and flexibility of Wufoo’s extensive form designer, with the focused experience and A/B testing provided by Unbounce landing pages. In the rest of this post, I’ll walk you through the process of integrating Unbounce and Wufoo so you can start increasing your conversion rates right away.

Already pumped to use Unbounce? Check out Unbounce for your landing pages to start improving the conversion rates of your forms.

The diagram below illustrates the 7-step workflow we’ll follow to set things up to create a testable landing page for your Wufoo form.

wufoo-unbounce-flow-diagram

Step 1: Build a Wufoo Form

Creating your form in Wufoo is just as easy as ever. The important part of this process is that you choose to redirect to a custom Thank You page when the form is submitted. You can do this in Wufoo in the “Form Settings” panel.

The URL you put in here will be for the Unbounce thank you page that we’ll cover in step 4. Don’t worry, it’s easy to come back and add this URL later once the page is built.

Step 2: Build a landing page in Unbounce

Inside the Unbounce landing page builder, you can choose from a suite of templates or design your own page from scratch. We’ll start with a template, and remove the default form so that you can add your awesome new Wufoo form.

This shows how an example template will look inside Unbounce.

Select the form and delete it so you have space for your Wufoo form.

Step 3: Embed your Wufoo form

Returning to Wufoo, you can grab the embed code for your form as shown.

Back in your Unbounce landing page, you can drag and drop a “Custom HTML” element (<>) from the left menu, to where you would like the form to appear and paste the Wufoo embed code in the window shown.

Step 4: Create a Thank You page and add the tracking script

The confirmation (thank you) page is what’s shown after your form is submitted. This is a really important page as it gives you the opportunity to leverage post-conversion marketing. You can also give your new lead a call to action before they leave—follow you on social networking sites, share the landing page with a friend, or offer a freebie.

Now, in order to track the conversions all the way from your original landing page (through Wufoo) and back to this thank you page, you add the Unbounce external tracking script to your Thank You page by adding a new Javascript at bottom of the page.

Step 5: View leads in Wufoo reports

Now that your setup is complete, you will be capturing your leads in Wufoo as normal, and you can view them in the reports section. This is where the really cool part happens. Now that you’ve got an Unbounce landing page set up with your Wufoo form in it, you can start A/B testing your page and form to increase your conversion rates.

Step 6: Set up an A/B test page variant

To run an A/B test you need to create a duplicate version of your landing page, make some changes and run the two pages against each other in a test experiment.

There are two types of test you can run at this point:

1. Same form different page This is where you get creative on your landing page, changing copy and design elements to try and improve your conversion rates based on the page messaging. You use the same Wufoo form on both pages.

2. Same page different form In this instance, you’d use exactly the same landing page for A and B, with the only difference being the Wufoo form that’s on your page. You might want to test a long form against a short form, so your page remains the same, and the number of fields in your Wufoo form changes.

Last step!

Step 7: Track your conversion rates

Now that your landing page and Wufoo form are connected, you’ll be able to track the conversion rates of each landing page. Below is the Unbounce dashboard where you’d see the conversion stats for your A/B test. (In this example the stats are still at zero because we’ve not sent any traffic to the page yet).

There you have it! By embedding your Wufoo forms in an Unbounce landing page, you can create a highly tailored and focused experience for your visitors. Start A/B testing your pages and those amazing forms of yours in order to increase those conversion rates.

Start increasing your conversion rates by using a landing page for your Wufoo forms.

Questions? Comments? Leave ‘em for Oli in the Comments section below and don’t forget to visit Unbounce for more info on landing page awesomeness.

Keep Your Sales Leads On the Right Page with OnePage CRM & Wufoo

By Kayte Korwitts · April 10th, 2013

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

  1. You’ll need an account with Wufoo and one with OnePage CRM. Wufoo has both free and paid plans and click here to see which of OnePage CRM’s plans will work best for you.

  2. 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.

  3. 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.

Strikingly & Wufoo Give Your Forms a Beautiful Place to Live

By Kayte Korwitts · April 2nd, 2013

Quick? Simple? Stylin’? We’re definitely down with all of that jazz over here at Wufoo and so we’re pretty darn delighted to bring Strikingly on over to our integration party! With Strikingly, you can create a (yep) striking mobile optimized website in mere minutes - no fancy coding skills required. Sound familiar? We thought so too.

Using our handy-dandy Wufoo Form Embed Kit, Strikingly gives your Wufoo form a beautiful place to live. Their professional, elegant designs will set you apart from the rest. Don’t just take our word for it either, check out this stunner of an example here.

To Use This Integration

  1. You’ll need an account on Wufoo as well as one on Strikingly. Wufoo has both free and paid plans. *You’ll need to have a Pro account at Strikingly in order to use the Wufoo integration.

  2. Add a new section to your Strikingly site by clicking on the “Add new section” button in the left editor toolbar.

  3. Select the “App Store & HTML” section. Click on the Wufoo Form app icon and a popup will direct you to login or create an account with Wufoo. Once you’re logged-in, you’ll be able to create and edit your forms. Once you have a form, click “Insert” to add it to your Strikingly site.

Want a visual step-by-step? Watch the video below:

And there you have it! You’ll be on your way to big and beautiful things in no time. Many thanks goes to Dafeng Guo and Teng Bao for striking up this integration. Looking to integrate your web app with Wufoo? Take a look at our Ultimate Guide to Integrating with Wufoo.

Turn Your Team Into CRM All-Stars with Solve360 & Wufoo

By Kayte Korwitts · March 27th, 2013

Looking for an all-star player to organize your team’s daily workflow? Look no further. Solve360- a modern cloud-based CRM- has teamed up with the power of Wufoo forms in order to capture leads directly from your website.

Once you’ve gotten a new prospect, you need to figure out a game plan - how do you groom your newest player until they’re ready to become a paying (or playing!) customer? Now that Solve360 has integrated with Wufoo, your new prospect’s instantly available. Not only will your team see data from many sources in a single user-interface but it’s a snap for Wufoo users who can tap into the power of Wufoo’s Login API key - making life easier for everyone.

To Use This Integration

  1. You’ll need an account with Wufoo and Solve360. Wufoo has both free and paid plans and check out Solve360’s pricing plans here.

  2. Whip up a form in Wufoo with all of the data fields you want to capture. Be sure to name the fields exactly the same as in your Solve360 account and make sure they’re the same field types.

  3. Watch the video below on how to hookup that form into your Solve360 account and if you can keep yourself from whistling along to that tune, extra three points to you (we couldn’t help ourselves):

Big shout-outs to Alex, Rahul, Steve and Mike for working on such a slam-dunk integration! If you’re looking to integrate your web app with Wufoo, check out our Ultimate Guide to Integrating with Wufoo.

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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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