The below was documented by an InTouch Developer in 2017 while assisting a client in setting up a Formidable Form on a WordPress website to send leads to their InTouch site. Though we always want to help our clients as best we can, we like any company, can only do so within our current resources. Therefore we cannot guarantee the below process still works today, but will continue to keep this article published as long as we believe it to still be accurate. Hope it helps!
Instructions
In order to make a Formidable form work with InTouch please follow these steps:
- Install "Code Snippets" Plugin
- Create a code snippet and add a special script below that resends the form data to InTouch:
function intouch_resend($entry_id, $form_id){ // add your form ids to this array $form_ids = [127, 124]; if(in_array($form_id, $form_ids)){ $fields = FrmField::get_all_for_form($form_id, '', 'exclude', 'exclude'); foreach($fields as $f){ $key = $f->field_key; switch($f->field_key){ case 'uuid': $key = strtoupper($key); break; case 'firstname': $key = 'firstName'; break; case 'lastname': $key = 'lastName'; break; case 'zipcode': $key = 'zipCode'; break; case 'homephone': $key = 'homePhone'; break; case 'workphone': $key = 'workPhone'; break; case 'contactbirthdate': $key = 'contactBirthDate'; break; case 'leadsource': $key = 'leadSource'; break; case 'leadcomments': $key = 'leadComments'; break; case 'leadsourcedetails': $key = 'leadSourceDetails'; break; case 'productdetails': $key = 'productDetails'; break; case 'textpref': $key = 'textPref'; break; case 'emailpref': $key = 'emailPref'; break; case 'mobilephonepref': $key = 'mobilePhonePref'; break; case 'workphonepref': $key = 'workPhonePref'; break; case 'homephonepref': $key = 'homePhonePref'; break; } $args[$key] = $_POST['item_meta'][intval($f->id)]; } $result = wp_remote_post('https://app.intouchfollowup.com/intouch-webapp/weblead/form/', array('body' => $args)); } } add_action('frm_after_create_entry', 'intouch_resend', 30, 2); add_action('frm_after_create_entry', 'intouch_resend', 30, 2);
- In the script you just added modify the line 3 where $form_ids has ids of all of your forms. (list all ids as numbers separated by a comma)
- In your Formidable form make sure you use Field Key for text input items that corresponds to our form input names:
- On club select dropdown use Saved Value for each of the selection items with the appropriate club UUID string:
- Test your form submission and you should see a lead in your InTouch site