Ben Byrne

kenjigarland

De'Yonté W.

<p>If you’re using the <a href="http://www.gravityforms.com/" rel="nofollow ugc">Gravity Forms</a> plugin, you can now integrate it with the <a href="https://www.blackbaud.com/fundraising-crm/luminate-crm" rel="nofollow ugc">Blackbaud Luminate</a> CRM. This Add-On supports creating or updating Constituent records as well as Surveys.</p>
<p>To use this Add-On, you’ll need to:</p>
<ol>
<li>Have an licensed, active version of Gravity Forms >= 1.9.3</li>
<li>Have a working Luminate instance, as well as Luminate API credentials (key, username, and password)</li>
<li>Make sure the IP address of the server(s) you’re running this Add-On on is whitelisted with Luminate</li>
</ol>
<p>If you meet those requirements, this plugin is for you, and should make building new forms and passing constituent data and/or survey responses into Luminate much easier than manually mucking with HTML forms provided by the platform.</p>
<p><em>Initial development of this plugin was funded in part by the <a href="http://www.cvt.org/" rel="nofollow ugc">Center for Victims of Torture</a>.</em></p>
<p><strong>Need custom support on Luminate or WordPress?</strong> Contact Cornershop Creative to get help with a custom designed Luminate donation form, email marketing support, or supporting your WordPress website. <a href="https://cornershopcreative.com" rel="nofollow ugc">Contact us</a>.</p>


Integration for Luminate and Gravity Forms

This is a Gravity Forms Add-On to feed submission data from Gravity Forms into the Luminate Online Marketing platform (formerly known as Convio).

Olivier

<p>Business Forms for DoliProspect is a WordPress plugin that allows you to easily integrate your Dolibarr instance with DoliProspect installed. Create business deal forms directly from your WordPress website and automatically synchronize data with your Dolibarr CRM.</p>
<h3>Main Features</h3>
<ul>
<li><strong>Business Deal Form</strong> : Intuitive interface to create deals from WordPress</li>
<li><strong>Secure API Integration</strong> : Secure communication with your Dolibarr instance</li>
<li><strong>Automatic Creation</strong> : Automatic generation of third parties and contacts in Dolibarr</li>
<li><strong>Email Notifications</strong> : Automatic alerts for new deals</li>
<li><strong>Administration Interface</strong> : Complete configuration panel</li>
<li><strong>Logging System</strong> : Tracking and history of submissions</li>
<li><strong>Responsive Design</strong> : Interface adapted to all screens</li>
<li><strong>Multilingual</strong> : Support for French, English, Spanish, Italian, German</li>
</ul>
<h3>Available Shortcodes</h3>
<ul>
<li><code>[business_forms_doliprospect_deal_form]</code> : Displays the business deal creation form</li>
</ul>
<h3>Customization</h3>
<p>The plugin uses customizable CSS classes and allows the creation of custom templates in your theme.</p>
<h3>Official Ownership</h3>
<p>This plugin is the <strong>official WordPress integration</strong> for DoliProspect, developed and maintained by <strong>Aplose</strong>, the official publisher of DoliProspect.</p>
<p><strong>Official Trademarks:</strong><br />
– <strong>DoliProspect</strong> – Official trademark owned by Aplose<br />
– <strong>Ma Gestion Cloud</strong> – Official trademark owned by Aplose (<a href="https://data.inpi.fr/marques/FR5053373" rel="nofollow ugc">INPI Registration FR5053373</a>)<br />
– <strong>Aplose</strong> – Official trademark owned by Olivier ANDRADE SANCHEZ (<a href="https://data.inpi.fr/marques/FR4741208" rel="nofollow ugc">INPI Registration FR4741208</a>)</p>
<p><strong>Company Information:</strong><br />
– <strong>Company:</strong> Aplose (100% owned by Olivier ANDRADE SANCHEZ)<br />
– <strong>Legal Information:</strong> <a href="https://www.pappers.fr/entreprise/aplose-534906698" rel="nofollow ugc">Pappers Company Profile</a><br />
– <strong>Website:</strong> https://www.ma-gestion-cloud.fr</p>
<h3>Configuration</h3>
<h3>Dolibarr URL</h3>
<p>Enter the complete URL of your Dolibarr instance with DoliProspect installed.<br />
Example: <code>https://your-instance.ma-gestion-cloud.fr</code></p>
<h3>API Key</h3>
<ol>
<li>Log in to your Dolibarr instance</li>
<li>Go to Administration > Tools > API</li>
<li>Generate a new API key</li>
<li>Copy the key to WordPress settings</li>
</ol>
<h3>Default Status</h3>
<p>Choose the default status for new deals created via WordPress.</p>
<h3>Usage</h3>
<h3>Basic Shortcode</h3>
<pre><code>`
</code></pre>
<p>[business_forms_doliprospect_deal_form]<br />
    `</p>
<h3>Shortcode with Options</h3>
<pre><code>`
</code></pre>
<p>[business_forms_doliprospect_deal_form title=”Quote Request” show_title=”true” button_text=”Send” redirect_url=”https://example.com/thank-you”]<br />
    `</p>
<h3>Available Parameters</h3>
<ul>
<li><code>title</code> : Form title (default: empty)</li>
<li><code>show_title</code> : Show/hide title (true/false, default: false)</li>
<li><code>button_text</code> : Submit button text</li>
<li><code>redirect_url</code> : Redirect URL after submission</li>
</ul>
<h3>Form Fields</h3>
<h4>Required Fields</h4>
<ul>
<li>Project name</li>
<li>Contact first name</li>
<li>Contact last name</li>
<li>Contact email</li>
</ul>
<h4>Optional Fields</h4>
<ul>
<li>Estimated amount</li>
<li>Description</li>
<li>Company name</li>
<li>Company email</li>
<li>Company phone</li>
<li>Contact phone</li>
</ul>
<p><strong>Note:</strong> If company information is not provided, the system will automatically use the contact information to create the third party in Dolibarr.</p>
<h3>Troubleshooting</h3>
<h3>API Connection Error</h3>
<ul>
<li>Check the Dolibarr URL</li>
<li>Check the API key</li>
<li>Test the connection from settings</li>
</ul>
<h3>Form Not Displaying</h3>
<ul>
<li>Check that the shortcode is correct</li>
<li>Check theme permissions</li>
<li>Check WordPress error logs</li>
</ul>
<h3>Submission Error</h3>
<ul>
<li>Check logs in WpDoliProspect > Submissions</li>
<li>Check Dolibarr API configuration</li>
<li>Contact support if necessary</li>
</ul>
<h3>Support</h3>
<h3>Technical Support</h3>
<p>Contact our technical team for any assistance.</p>
<h3>Need a Dolibarr Instance?</h3>
<p>Create your account on Ma Gestion Cloud and get your Dolibarr instance with DoliProspect pre-installed.</p>


Business Forms for DoliProspect

Easily integrate DoliProspect with WordPress to create business deal forms directly from your website.

Integration for Luminate and Gravity Forms vs Business Forms for DoliProspect