zaus

Atlantic BT

spkane

Send <a href="https://wordpress.org/extend/plugins/contact-form-7/" title="Contact Form 7" rel="ugc">Contact Form 7</a>, <a href="http://www.gravityforms.com/" title="Gravity Forms" rel="nofollow ugc">Gravity Forms</a>, or <a href="http://ninjaforms.com/" title="Ninja Forms" rel="nofollow ugc">Ninja Forms</a> Submissions to a 3rd-party Service, like a CRM. Multiple configurable services, custom field mapping. Provides hooks and filters for pre/post processing of results. Allows you to send separate emails, or attach additional results to existing emails. Comes with a couple examples of hooks for common CRMs (listrak, mailchimp, salesforce). Check out the FAQ section for add-on plugins that extend this functionality, like sending XML/SOAP posts, setting headers, and dynamic fields.
The plugin essentially makes a remote request (POST) to a service URL, passing along remapped form submission values.
Based on idea by Alex Hager “<a href="http://www.alexhager.at/how-to-integrate-salesforce-in-contact-form-7/" title="Original Inspiration" rel="nofollow ugc">How to Integrate Salesforce in Contact Form 7</a>“.
Original plugin, <a href="https://wordpress.org/extend/plugins/contact-form-7-3rd-party-integration/" title="CF7 Integration" rel="ugc">Contact Form 7: 3rdparty Integration</a> developed with the assistance of <a href="http://www.atlanticbt.com/" title="Atlantic BT: Custom Website and Web-application Services" rel="nofollow ugc">AtlanticBT</a>. Current plugin sponsored by <a href="http://www.stephenpkane.com/" title="Website Design and Internet Marketing Services" rel="nofollow ugc">Stephen P. Kane Consulting</a>. Please submit bugs / support requests to <a href="https://github.com/zaus/forms-3rdparty-integration/issues" title="GitHub issue tracker" rel="nofollow ugc">GitHub issue tracker</a> in addition to the WordPress Support Forums because the Forums do not send emails.
<h3>Hooks</h3>
Please note that this documentation is in flux, and may not be accurate for latest rewrite 1.4.0
<ol>
<li><code>add_action('Forms3rdPartyIntegration_service_a#', $response, $param_ref);</code>
<ul>
<li>hook for each service, indicated by the <code>#</code> – this is given in the ‘Hooks’ section of each service</li>
<li>provide a function which takes <code>$response, &$results</code> as arguments</li>
<li>allows you to perform further processing on the service response, and directly alter the processing results, provided as <code>array('success'=>false, 'errors'=>false, 'attach'=>'', 'message' => '');</code>
<ul>
<li>success = <code>true</code> or <code>false</code> – change whether the service request is treated as “correct” or not</li>
<li>errors = an array of error messages to return to the form</li>
<li>attach = text to attach to the end of the email body</li>
<li>message = the message notification shown (from CF7 ajax response) below the form</li>
</ul>
</li>
<li>note that the basic “success condition” may be augmented here by post processing</li>
</ul>
</li>
<li><code>add_action('Forms3rdPartyIntegration_service', $response, $param_ref, $sid);</code>
<ul>
<li>same as previous hook, but not tied to a specific service</li>
</ul>
</li>
<li><code>add_filter('Forms3rdPartyIntegration_service_filter_post_#, ...</code>
<ul>
<li>hook for each service, indicated by the <code>#</code> – this is given in the ‘Hooks’ section of each service</li>
<li>allows you to programmatically alter the request parameters sent to the service</li>
<li>should return updated <code>$post</code> array</li>
</ul>
</li>
<li><code>add_filter('Forms3rdPartyIntegration_service_filter_post', 'YOUR_HOOK', 10, 4);</code>
<ul>
<li>in addition to service-specific with suffix <code>_a#</code>; accepts params <code>$post</code>, <code>$service</code>, <code>$form</code>, <code>$sid</code></li>
</ul>
</li>
<li><code>add_filter('Forms3rdPartyIntegration_service_filter_args', 'YOUR_HOOK', 10, 3);</code>
<ul>
<li>alter the <a href="https://codex.wordpress.org/Function_Reference/wp_remote_post#Parameters" rel="nofollow ugc">args array</a> sent to <code>wp_remote_post</code></li>
<li>allows you to add headers or override the existing settings (timeout, body)</li>
<li>if you return an array containing the key <code>response_bypass</code>, it will skip the normal POST and instead use that value as the 3rdparty response; note that it must match the format of a regular <code>wp_remote_post</code> response.</li>
<li>Note: if using <code>response_bypass</code> you should consider including the original arguments in the callback result for debugging purposes.</li>
</ul>
</li>
<li>
<code>add_action('Forms3rdPartyIntegration_remote_failure', 'mycf7_fail', 10, 5);</code>
<ul>
<li>
hook to modify the Form (CF7 or GF) object if service failure of any kind occurs — use like:
function mycf7_fail(&$cf7, $debug, $service, $post, $response) { 
 $cf7->skip_mail = true; // stop email from being sent 
 // hijack message to notify user 
 ///TODO: how to modify the “mail_sent” variable so the message isn’t green? on_sent_ok hack? 
 $cf7->messages[‘mail_sent_ok’] = ‘Could not complete mail request:** ‘ . $response[‘safe_message’]; 
}
</li>
<li>
needs some way to alter the <code>mail_sent</code> return variable in CF7 to better indicate an error – no way currently to access it directly.
</li>
</ul>
</li>
<li><code>add_action('Forms3rdPartyIntegration_service_settings', 'YOUR_HOOK', 10, 3)</code>
<ul>
<li>accepts params <code>$eid</code>, <code>$P</code>, <code>$entity</code> corresponding to the index of each service entity and this plugin’s namespace, and the <code>$entity</code> settings array</li>
<li>allows you to add a section to each service admin settings</li>
<li>name form fields with plugin namespace to automatically save: <code>$P[$eid][YOUR_CUSTOM_FIELD]</code> $rarr; <code>Forms3rdPartyIntegration[0][YOUR_CUSTOM_FIELD]</code></li>
</ul>
</li>
<li><code>add_action('Forms3rdPartyIntegration_service_metabox', 'YOUR_HOOK', 10, 2)</code>
<ul>
<li>accepts params <code>$P</code>, <code>$entity</code> corresponding to the index of each service entity and this plugin’s namespace, and the <code>$options</code> settings array (representing the full plugin settings)</li>
<li>allows you to append a metabox (or anything else) to the plugin admin settings page</li>
<li>name form fields with plugin namespace to automatically save: <code>$P[YOUR_CUSTOM_FIELD]</code> $rarr; <code>Forms3rdPartyIntegration[YOUR_CUSTOM_FIELD]</code></li>
</ul>
</li>
<li><code>add_filter('Forms3rdPartyIntegration_debug_message', 'YOUR_HOOK', 10, 5);</code>
<ul>
<li>bypass/alternate debug logging</li>
</ul>
</li>
<li><code>add_filter('Forms3rdPartyIntegration_plugin_hooks', 'YOUR_HOOK', 10, 1);</code>
<ul>
<li>Accepts an array of contact form plugin hooks to attach F3p to, and returns that array. Modify result to attach to additional plugin hooks, like GF edit.</li>
</ul>
</li>
<li><code>add_filter('Forms3rdPartyIntegration_service_filter_url', 'YOUR_HOOK', 10, 2);</code>
<ul>
<li>hook a function that takes the <code>$service_url, $post_args</code> and returns the endpoint <code>$url</code></li>
<li>used to modify the submission url based on mappings or other information</li>
<li><code>$post_args</code> contains the <code>body</code> and other <code>wp_remote_post</code> details</li>
</ul>
</li>
</ol>
Basic examples provided for service hooks directly on plugin Admin page (collapsed box “Examples of callback hooks”). Code samples for common CRMS included in the <code>/3rd-parties</code> plugin folder.
<h3>Stephen P. Kane Consulting</h3>
From <a href="http://www.stephenpkane.com/" title="Wordpress, Online Marketing, Social Media, SEO" rel="nofollow ugc">the website</a> and <a href="http://handpickedtomatoes.com/" title="Website Design & Internet Marketing Services" rel="nofollow ugc">Handpicked Tomatoes</a>:
Transparent and Holistic Approach
<blockquote>
Transparency is good. It’s amazing how many web design sites hide who they are. There are lots of reasons, none of which are good for the customer. We don’t do that. I’m Stephen Kane, principal web craftsman at HandpickedTomatoes, and I’m an Orange County based freelancer who occasionally works with other local freelancers and agencies to deliver quality web solutions at very affordable prices. 
 We work to earn the right to be a trusted partner. One that you can turn to for professional help in strategizing, developing, executing, and maintaining your Internet presence. 
 We take a holistic view. Even if a project is small, our work should integrate into the big picture. We craft web architecture and designs that become winning websites that are easy to use and to share. We custom build social network footprints on sites like linkedin, facebook, twitter, youtube, flickr, yelp!, and google places and integrate them into your website to leverage social marketing. We help you set up and execute email campaigns, with search engine marketing, with photography, with site copy and content and anything else that you need in order to have a successful Internet presence. 
 Through this holistic approach, we work with clients to grow their sales, improve their brand recognition, and manage their online reputation.
</blockquote>

Forms: 3rd-Party Integration

I've used this plugin on several occasions to tie both CF7 and Gravity Form implementations with LassoCRM among several other services that don't have an official integration.

Definitely a must-have w/ CF7 or GravityForms

I have tested with Salesforce and it works fine.

Thanks.

Great

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

webheadcoder

Add multi-step forms to Contact Form 7 with full data persistence between pages and a single email on final submission. Upgrade to Pro to submit 5MB forms through sessionStorage, conditional step-skipping, and priority support.
The Original Contact Form 7 Multi-Step Plugin
Since 2012, this has been the go-to multi-step solution for Contact Form 7 users. It’s built for reliability and trusted on thousands of sites. Split your CF7 form across multiple pages, preserve data between steps, and send one complete email at the end.
It’s been running quietly on thousands of sites through every major WordPress and CF7 release. If you need multi-step forms with CF7, this is where most people start.
See it in action at <a href="https://webheadcoder.com/contact-form-7-multi-step-form/" rel="nofollow ugc">https://webheadcoder.com/contact-form-7-multi-step-form/</a>
Requires <a href="https://wordpress.org/plugins/contact-form-7/" rel="ugc">Contact Form 7</a> (5.2 or above) by Rock Lobster Inc. (Takayuki Miyoshi).
Usage
<ol>
<li>
Create one page or post for each step in your multi-step form process. If you have 3 steps, create 3 pages/posts. You will need the urls to these when creating your forms.
</li>
<li>
Create a Contact Form 7 form.
</li>
<li>
Place your cursor at the end of the form.
</li>
<li>
On the “Form” tab of the Contact Form 7 form, click on the button named “multistep”.
</li>
<li>
In the window that pops up, check the checkbox next to “First Step” if this is the first step of your multi step forms. If this is your last step in the multi step forms, check the “Last Step” checkbox. All other checkboxes are optional.
</li>
<li>
The Next Page URL is the url that contains your next form. If this form is the last step, you can leave the URL field blank.
</li>
<li>
Click “Insert Tag”
</li>
<li>
Save your completed form and place the form’s shortcode into the appropriate Page/Post you created in step 1.
</li>
<li>
Repeat for each form in your multi-step form process.
</li>
<li>
On the last step, you probably would want to send an email. Make sure to check the “Send Email” checkbox in step 5. On the Mail Tab, simply enter the mail-tags as you normally would. For example if your first form has the field <code>your-email</code> you can include <code>[your-email]</code> in the Mail tab on your last form. Note: CF7 will see this as an error because <code>your-email</code> may not be displayed on the current form. You can safely ignore this error.
</li>
</ol>
Multistep Tag Options
<ul>
<li>
Name – The name of this multistep form-tag. This is required, but is currently not being used.
</li>
<li>
First Step – Besides marking the first step of your multistep forms, this allows any form to act as the first step and show when no previous data has ben submitted. This is useful when you want some users to skip the first step.
</li>
<li>
Last Step – Besides marking the last step of you multistep forms, this clears the data from user’s browsers. Once they submit this form they won’t see their data populating the forms anymore.
</li>
<li>
Send Email – If this is checked the form will send an email like a normal Contact Form 7 submission.
</li>
<li>
Skip Save – If you use Flamingo or CFDB7 to save submissions to the database this prevents saving this form submission.
</li>
<li>
Next Page URL – This is the URL your users will go to after the form is submitted.
[multistep multistep-123 last_step send_email skip_save “/thank-you”]
</li>
</ul>
Additional Tags
<pre><code>[multiform "your-name"]
</code></pre>
The <code>multiform</code> form-tag can be used to display a field from a previous step. Replace <code>your-name</code> with the name of your field. This is only for use on the Form tab, this tag will not work in the Mail tab.
<pre><code>[previous "Go Back"]
</code></pre>
The <code>previous</code> form-tag can be used to display a button to go to a previous step. Replace <code>Go Back</code> with text you want to show in the button.
Messages Tab 
When a visitor to your site visits the 4th step in your multi step form without filling out the 1st step, the message “Please fill out the form on the previous page.” will be displayed. You can change this on each form in the Messages tab.
What this plugin DOES NOT do:
<ul>
<li>
This plugin does not support file uploads on every form. If you need to use file uploads make sure to place it on the last step.
</li>
<li>
This plugin does not load another form on the same page. It only works when the forms are on separate pages. Many have asked to make it load via ajax so all forms can reside on one page. This plugin does not support that.
</li>
</ul>
PRO Version 
If you expect to have a lot of data submitted through your multi-step forms, the Pro version may be able to help you better. The PRO version uses Session Storage so it is able to handle roughly 1,000 times more data for your multiple forms. In total it can handle about 5MB vs 4KB in the free version. Currently the Pro version REQUIRES the WordPress REST API and Contact Form 7 AJAX Submission to be enabled.
Another feature the Pro version offers is the ability to skip steps with the “Contact Form 7 – Conditional Fields plugin”. <a href="https://webheadcoder.com/contact-form-7-multi-step-forms/#pro" rel="nofollow ugc">Learn more here.</a>

Contact Form 7 Multi-Step Forms

After another well-known contact form plugin stopped working I needed a different multi-page form solution. CF7 with this plugin fit the bill.

Does what it needs to do.

Enables the Contact Form 7 plugin to create multi-page, multi-step forms.

Forms: 3rd-Party Integration vs Contact Form 7 Multi-Step Forms