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Reply To: Outbound API to send WP contact info to CRM system

Steven Stern (sterndata) — Mon, 15 May 2017 21:42:13 +0000

It depends on the contact form plugin you’re using and the CRM.

Reply To: Outbound API to send WP contact info to CRM system

virtualink — Mon, 15 May 2017 22:15:34 +0000

Thanks for the response. The contact forms would be Contact Form 7 and/or DIVI’s contact form. The CRM is one of several that have full feature APIs, including Freshsales and Insightly.

Having done a little more research it looks like this is something that could be done by using WordPress API’s. Is that correct?

After that it looks like I need to know the general location for “where to put the code”. Should I be thinking about the functions.php file of my child theme?

Reply To: Outbound API to send WP contact info to CRM system

Steven Stern (sterndata) — Mon, 15 May 2017 22:19:50 +0000

I think it would be better to do it in a plugin, so the functionality would survive a change of theme. It’s up to you as to whether you think the client would do that or whether you view your theme as a web application.

Anyhow…

CF7 and most form plugins have pre- and post-save hooks, so check hookr.io to see what hooks are available. In your callback function for that hook, you’d write the code to access the CRM’s API. WP supports all sorts of things from straight HTML posts to JSON connections.

So, as I said, it depends on the contact form and the CRM. But yes, you can do it all with WP functionality.

Reply To: Outbound API to send WP contact info to CRM system

virtualink — Mon, 15 May 2017 22:39:45 +0000

Thanks for the response. I can see now that a) it’s doable, and b) it’s too much learning curve for myself personally. However, that’s all good as far as knowing what to do next.