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Forms: 3rd-Party Integration

Send contact form submissions from plugins CF7 or GF to multiple external services e.g. CRM. Configurable, custom field mapping, pre/post processing.

I need help / My form isn't working

Turn on 'debug mode' from the admin page to send you an email with:

  • the current plugin configuration, including field mappings
  • the user submission (as provided by CF7/GF)
  • the post as sent to the service (applied mapping)
  • the response sent back from the service, which hopefully includes error codes or explanations (often is the raw HTML of a success/failure page)

Submit an issue to the GitHub issue tracker in addition to / instead of the WP Support Forums.

How do I add / configure a service?

See Screenshots for visual examples.

Essentially,

  1. Name your service.
  2. Enter the submission URL -- if your "service" provides an HTML form, you would use the form action here.
  3. Choose which forms will submit to this service ("Attach to Forms").
  4. Set the default "success condition", or leave blank to ignore (or if using post processing, see Hooks - this just looks for the provided text in the service response, and if present assumes "success"
  5. Set an optional "failure message" to show if the remote request fails. Can include the "nice explanation" as well as the original message provided by the contact form plugin.
  6. Allow hooks for further processing - unchecking it just saves minimal processing power, as it won't try to execute filters.
  7. Map your form submission values (from the CF7/GF field tags) to expected fields for your service.
    • 1:1 mapping given as the name (from the HTML input) of the CF7/GF field and the name of the 3rdparty field
    • You can also provide static values by checking the "Is Value?" checkbox and providing the value in the "Form Submission Field" column.
    • The "Label" column is optional, and just provided for administrative notes, i.e. so you can remind yourself what each mapping pertains to.
  8. Add, remove, and rearrange mapping - basically just for visual clarity.
  9. Use the provided hooks (as given in the bottom of the service block).
  10. Add new services as needed, drag/drop mappings and service boxes.

How can I pre/post process the request/results?

See section Hooks. See plugin folder /3rd-parties for example code for some common CRMs, which you can either directly include or copy to your code.

I need to submit multiple values as...

  • By default, if more than one value appears in the post request for the same field/key, they will be joined by the 'separator' value like &post-values=a,b,c.
  • However, if you use [] as the separator it will instead create multiple keys like &post-values[]=a&post-values[]=b&....
  • Use [#] to retain the numerical index: &post-values[0]=a&post-values[1]=b&...

What about Hidden Fields?

Using hidden fields can provide an easier way to include arbitrary values on a per-form basis, rather than a single "Is Value?" in the Service mapping, as you can then put your form-specific value in the hidden field, and map the hidden field name generically.

For convenience, you can install the Contact Form 7 Modules: Hidden Fields. This plugin originally included the relevant code, but it was causing issues on install, so is no longer bundled with it.

How do I map url parameters?

Use the "Dynamic Fields" plugin: http://wordpress.org/plugins/forms-3rdparty-dynamic-fields/ Also at https://github.com/zaus/forms-3rdparty-dynamicfields

How do I send XML/submit to SOAP?

For simple xml containers try the "Forms 3rdparty Xpost" plugin: http://wordpress.org/plugins/forms-3rd-party-xpost/ Also at https://github.com/zaus/forms-3rdparty-xpost

How do I set headers?

You can also set headers with "Forms 3rdparty Xpost" plugin: http://wordpress.org/plugins/forms-3rd-party-xpost/ Also at https://github.com/zaus/forms-3rdparty-xpost

How do I show a custom message on the confirmation screen?

You can add custom messaging to the plugin's (GF or CF7) email or screen response with something like:

class MyPlugin {
    public function MyPlugin() {
        add_filter('Forms3rdPartyIntegration_service', array(&$this, 'adjust_response'), 10, 2);
    }

    public function adjust_response($body, $refs) {
        // use 'attach' to inject to regular email
        // use 'message' to inject to page
        $refs['attach'] = 'custom message in email';
        $refs['message'] = 'custom message on page';
    }
}
new MyPlugin(); // attach hook

Requires: 3.0 or higher
Compatible up to: 3.8.3
Last Updated: 2014-3-15
Downloads: 3,598

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1 of 13 support threads in the last two months have been resolved.

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