Overview

The advanced Form Integration plugin allows you to integrate Caldera Forms with Engagebay. When a user fills out a form on your website, the plugin will send the data to your Engagebay account and create a contact.

2 Sample Contact Forms

Supported Features

  • Create Contacts (with custom fields). Add contact to email lists.

Requirements

  • The feature requires a Pro license. BUY NOW!
  • Make sure that the Pro version of the Advanced Form Integration plugin is installed and activated. You should have got the links in the email after purchase. You can also download it anytime by logging into the user dashboard.
  • Read plugin documentation for Caldera Forms and Engagebay. It is not required but helpful for a better understanding.

Set up Engagebay API Connection

Before starting, you are required to set up the Engagebay API connection in plugin settings.

  1. Go to the WordPress admin area, and click AFI > Settings.
  2. Turn on EngageBay and save. Open the EngageBay tab.
  3. Go to your Engagebay account. Then go to Account Settings > API & Tracking Code. Copy the REST API key.
  4. Paste the key in the API Key input box and click Save Changes.

Create New Integration

Once the API connection is done you can start creating new integration. Click on Add New under the AFI menu, New Integration page will appear.

Title

A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one when there is multiple integrations setup.

Trigger

Select Caldera Forms in the Form Provider dropdown. The Caldera Forms plugin must be installed and activated otherwise you won’t see it list

Caldera Forms – Trigger setup

Action

Select Engagebay in the Platform dropdown.

Engagebay – Action

Map Fields

The Map Fields section will appear where you’ll be able to determine which fields to send. Map Email, First Name, Last Name, etc. fields with similar fields in the sender platform. Finally, click the Save Integration button.

Engagebay – Map fields

Conditional Logic

Please check the documentation on Conditional Logic.

Frequently asked questions

Troubleshooting

Still, need help?

Reach our support team at [email protected]

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