This is a handy integration for Capsule users on the Professional plan who want an easy solution for linking contact forms on a website to Capsule with no need to get involved with HTML.
Wufoo provides drag and drop tools for adding forms to a website along with styling support so that you can match the form to your website style, and validation rules so you can control how the data is captured.
They have a range of plans from free (for up to 3 forms) through to paid plans that offer extended options.
- If you don’t already have a Wufoo account sign-up for one now at wufoo.com and create a new form.
- Click through to Notification settings for your form in the Wufoo Form Manager.
- Select WebHook from the dropdown in the ‘to Another Application’ box, then click Add Integration.
- Populate the ‘as a Webhook’ box that appears with the WebHook details that can be found in your Capsule integration Settings (Account Settings Integrations Wufoo)
- Finally, tick the box labeled Include Field and Form Structures with Entry Data and click Save.
Capsule will listen for Wufoo submissions and automatically create a contact by matching the following Wufoo fields:
- The name field in a Wufoo form is stored as the contact’s name in Capsule. You have to use the ‘Fancy Pants’ name field for this to work.
- If you also want to store the organization’s name, add a “Text” field labeled
- Email, Phone, Web Site and Address fields are stored on the contact in Capsule.
- If you want to add a label for your emails or phone numbers for example such as ‘work’ or ‘home’ then you can do that my labeling the field in your Wufoo form like this: ‘Work Email’ or ‘Home Phone’ etc.
- Single Line Text & Date fields are stored as custom fields when the label in Wufoo matches the name of a custom field in Capsule.
- All other fields are stored as a note on the contact.
Sometimes it’s useful to know where a contact has come from, especially when it’s created via an integration such as this one. With the Wufoo integration you can ensure that each new contact created is tagged with one and the same tag.
To do that you need to include the tag name in the WebHook handshake key.
The following example adds the tag “Wufoo” to new contacts created via Wufoo:
Out of the box Capsule will create follow-up tasks for the Super Administrator on your account. To assign the follow-up tasks to another user, simply add a comma followed by task:[the user’s id] to your WebHook handshake key.
For example to assign these tasks to a user with the ID: 12345:
You can find the IDs for your own Capsule users in the panel on the right hand side in the Capsule Account Settings Integrations Wufoo.
If you are using Capsule on the Teams plan, setting the
,task:ID to a user with a default team will mean new form submissions are added to Capsule and assigned to the users default team. This may mean that new form submissions will not be visible to all users.
By default Capsule will create a follow-up task for the Super Administrator to check when a new contact is added via Wufoo. To disable this, simply add a comma followed by notask to your WebHook handshake key.