New Integration
To create a new integration, follow these steps:
- Select the sender
- Select the receiver
- Map corresponding fields
Sender
Sender platforms are typically forms or other WordPress plugins that serve as the source of data. These platforms initiate the data transfer process when specific actions occur.
- Form Plugins: Commonly used forms include contact, registration, and survey forms. When a user submits a form, the data entered is captured and sent to the designated receiver platform. The AFI plugin supports many popular WordPress forms.
- E-commerce Plugins: These are used for online stores, such as WooCommerce. When an order is placed, details like customer information, order items, and payment details are captured and sent to the receiver platform.
- Other: Many other plugins, including learning management systems, membership management, and event management plugins, are also supported as sender platforms. See the Sender Platforms section.
Receiver
Receiver platforms are typically third-party systems outside the WordPress ecosystem that receive data from sender platforms. These platforms usually connect via APIs to facilitate seamless data transfer.
Examples and Functionality:
- Email Marketing Platforms: Systems like Mailchimp, Constant Contact, Brevo, etc., receive data from sender platforms to manage and execute email marketing campaigns. For example, when a user signs up through a WordPress form, their details can be automatically sent to an email marketing platform to add them to a mailing list.
- Customer Relationship Management (CRM) Systems: Platforms such as HubSpot, Pipedrive, Zoho CRM, etc., are used to manage interactions with current and potential customers. Data from WordPress, like new customer information or inquiry details, can be sent to these CRMs to update customer records or create new entries.
- Task Management Software: Tools like Asana, Trello, etc., help teams organize and track their work. When a new order is placed or a form is submitted, the data can be sent to these platforms to create tasks, assign them to team members, and set deadlines.
- Spreadsheets: Services like Google Sheets, Zoho Sheets, Smartsheet, etc., can receive data from WordPress plugins. This allows for automatic data entry, record-keeping, and further analysis. For example, form submission data can be directly logged into a spreadsheet for easy access and manipulation.
- Other: The AFI plugin supports a wide range of platforms. The Receiver Platforms section provides a detailed list.
Map Fields
Determine which data fields from the sender platform should correspond to which fields in the receiver platform. This ensures that data is accurately transferred and correctly understood by the receiver.
Single Field Mapping: Choose the corresponding field from the sender dropdown. For example, select the email field from the sender for the email address. Repeat this process for the first name, last name, and other fields.
Multi-Field Mapping: You can map multiple fields together. For instance, if you need to send a single name field but the sender form has separate first name and last name fields, you can combine both into one.
Mixed Field Mapping: Mixed field mapping allows you to combine dynamic data from multiple fields with static text to create more customized and informative data transfers.
