zaus

spkane

Atlantic BT

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.

Allows you to customize the formatting of specific submission fields before mapping to a 3rdparty service endpoint with <a href="https://wordpress.org/plugins/forms-3rdparty-integration/" rel="ugc">Forms 3rdparty Integration</a>.
For example, can be used to reformat a Gravity Form or Contact Form 7 ‘date’ field, or uppercasing a name field, before sending it to a CRM.

Forms: 3rd-Party Submission Reformat

Customize specific Forms-3rdparty submission fields' format.

Forms: 3rd-Party Integration vs Forms: 3rd-Party Submission Reformat