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Need Help... trying to integrate with Capsule CRM forms.

  1. I'll do my best to explain this...

    I use Capsule CRM for, obviously, customer management. I want my customers to be able to complete a form on my website that, upon submission, sends the data to Capsule to create a new contact.

    Capsule provides a form for this purpose, but I'd rather use Gravity forms (for a number of reasons) to accomplish this.

    Here is what Capsule says about how to do it, using their form:

    About Website Contact Form Integration
    With Website Contact Form integration you can embed forms within your own website that will let your customers enter their details directly into Capsule. We have kept our form really simple so you can apply whatever style suits your businesses identity.

    Step 1 - Generate Form Key
    Capsule uses this key to know which account contacts should be loaded against. If the key is not supplied when the form is submitted an error message will be displayed. When this key is updated existing forms will no longer work using the old key.

    Web Form Key
    xxxxxxxx-xxxxx-xxxx-xxxx-xxxxxxxxx

    Step 2 - Create a form
    Add the form into your website with the following easy steps:

    Copy the following code and paste it into your website
    Change the COMPLETE_URL to the page you wish to display after the form is submitted
    Apply styling to match the rest of your website

    <form action="https://service.capsulecrm.com/service/newlead" method="post">
    <input type="hidden" name="FORM_ID" value="xxxxxxxx-xxxxx-xxxx-xxxx-xxxxxxxxx">
    <input type="hidden" name="COMPLETE_URL" value="http://yourwebsiteurl.com">
    First name: <input type="text" name="FIRST_NAME">
    Last name: <input type="text" name="LAST_NAME">
    Email: <input type="text" name="EMAIL">
    <input type="submit" value="Submit"/>
    </form>

    Is there any way to customize a Gravity form to accomplish the same thing?

    Posted 4 years ago on Friday November 26, 2010 | Permalink
  2. Actually, GF does allow the use of any data from a form. Simply send it to a new URL and do whatever you need with the form data from there.

    To look at it from a simpler perspective:

    Any form requires an action of some kind to be effective. When a user hits 'submit' all the form data gets sent to your assigned action. By telling Gravity forms to send it to a new page you can access all the form data like any other PHP form action. Send it to a database table, do calculations, whatever you can imagine doing with the data can be done.

    As an additional tip: The basis of Ajax is mixing jquery with php. In this case, a form is submited and jquery says "Ok, do something with the data and report back to me here...right away!".

    The PHP file that jquery is talking to replies with "Roger. Adding the data to the database. Tell the user everything is working great."

    And finally, a quick response, without a page refreshing, is done! Voila, ajax.

    Bottom line, you can send form data anywhere you want with GF forms.

    Posted 4 years ago on Friday November 26, 2010 | Permalink
  3. Well, that's good to know. But does anyone have any step by step help on how to do this? I'm not a programmer, but I can follow instructions.

    Posted 4 years ago on Friday November 26, 2010 | Permalink
  4. mm. Unfortuanately what you are asking would require some programming background.

    I hope you can understand this is not an error with GF, so much. If they had to integrate with everything out there (glad and surprised about freshbooks) you could likely fill a full terrabyte hard drive (1000 megabytes) and still not be able to cover them all.

    On a good note the GF guys have a growing list of programmers that work with their product for custom functionality...though I don't think you really need that level of expertise.

    As a tip though:

    "https://service.capsulecrm.com/service/newlead"

    Whatever variables need to be sent can be sent to that address from GF using a new URL within the form. (redirect to new page). Don't ask me what those variables need to be or if they will be compatible, however

    Posted 4 years ago on Friday November 26, 2010 | Permalink
  5. Robert-UK
    Member

    Hi Braded I have this working with Capsule if you still need a hand.

    Posted 4 years ago on Friday January 14, 2011 | Permalink
  6. bizdevresults
    Member

    Robert UK

    I am launching our website tomorrow and need help

    Here is how I set it gravity forms to integrate with capsule.

    Redirect URL: https://service.capsulecrm.com/service/newlead

    Pass Field Data via Query String:

    method=post&FORM_ID=XXXXXXXXXX&DATE_FORMAT=dd-MM-yyyy&TAG=Suspect&SEND=TRUE&COMPLETE_URL=http://xxxx.com&DEVELOPER=FALSE&FIRST_NAME={Name (First):1.3}&LAST_NAME={Name (Last):1.6}&ORGANISATION_NAME={Company:4}&EMAIL={Email:2}&PHONE={Phone:3}&NOTE={Comments:5}

    This is the error

    I get. HTTP Status 405 - HTTP method GET is not supported by this URL type Status report message HTTP method GET is not supported by this URL description The specified HTTP method is not allowed for the requested resource (HTTP method GET is not supported by this URL).

    Can you please help? Thanks! Dave

    Posted 4 years ago on Tuesday April 19, 2011 | Permalink
  7. @candeos That is a CapsuleCRM error, you will have to check with them to see why you are receiving this.

    Posted 4 years ago on Tuesday April 19, 2011 | Permalink
  8. bizdevresults
    Member

    Carl

    Thanks for your reply Here is what I heard from capsule

    Our form is only designed to accept HTTP POST form submission - it looks like gravity forms is trying to submit the form using the HTTP GET method. This is the difference between using: <form action="https://service.zestia.biz/service/newlead" method="post"> and <form action="https://service.zestia.biz/service/newlead" method="get">

    Where you set this up in gravity forms there any options about selecting a method?

    I read in another post that RobertUK was able to get this to work. Is there anyway in the forum to PM him? Thanks

    Posted 4 years ago on Tuesday April 19, 2011 | Permalink
  9. No, the confirmation redirect is simply a redirect. It is not a post.

    If you need to post data to a 3rd party you would have to write PHP and use the gform_post_submission hook to post the data. The gform_post_submission hook has access to the entry object.

    Here is a post that discusses these hooks and their usage:

    http://www.gravityhelp.com/forums/topic/sms-api-gateway-need-help-to-get-gform-to-integrate#post-18087

    You (or a developer you hire) would have to write custom PHP to integrate with their API using these hooks.

    Posted 4 years ago on Tuesday April 19, 2011 | Permalink
  10. Did anyone get Capsule CRM and Gravity Forms integrated?

    Posted 3 years ago on Tuesday January 10, 2012 | Permalink
  11. If you want Capsule CRM integration, please vote on the feature request here:
    https://capsule.uservoice.com/forums/5384-general/suggestions/2506502-gravity-forms-integration?ref=title

    Posted 3 years ago on Wednesday January 11, 2012 | Permalink
  12. Justin, again posting this just so people see it. There is a plugin I had written that will be somewhat supported available on wordpress.org >>>>

    I was looking to do this too, and there was not much help out there. I ended up hiring a programmer to write a custom plugin for me, and then I had him make a second one that would be released on wordpress.org. The one he built for me would add the contact, take the lead and turn it into an opportunity and also assign a task. This free release, I am not sure which features he kept, but it would be a pretty good start.

    You need the full version of gravity, but I think it works w/ the free version of CapsuleCRM.

    http://wordpress.org/extend/plugins/gravity-forms-capsulecrm-add-on/

    Posted 3 years ago on Saturday April 7, 2012 | Permalink
  13. It seems like it is working for other folks.

    Posted 3 years ago on Saturday April 7, 2012 | Permalink

 

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