Ortto

Author: Nasir Ahmed 27 views

Overview

Advanced Form Integration plugin allows you to integrate many popular WordPress forms with the Ortto CRM. When a visitor fills a form on your website, the plugin will automatically send the data to selected Ortto account and Add or Update a person.

Supported Features

  • Add or Update Person (Basic Fields)

  • Add or Update Person (Custom Fields & Tags)

How To Setup

Authentication

At first, you are required to activate and authorize your Ortto account on the plugin settings page.

Go to AFI > Settings > General and you will find all the supported platforms listed there. Mark Ortto and hit the Save Changes button at the bottom.

The Ortto tab will appear at the top, select it. Here you need to save Ortto Private Key. Log in to your SendX account, then follow the instructions

1. Create a new data source.
2. Select Custom API.
3. Put a name.
4. Copy private key.
5. Save data source.

and then hit the Save Changes button.

Create New Integration

When the credentials are saved on the settings page, you can start creating new integration. Click on Add New under the AFI menu. The 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 if multiple integrations are created.

Trigger

Select the sender form in the Form Provider dropdown. For example, Contact Form 7 or Gravity Form, or the Elementor Pro Form which you want to connect. After selecting the form provider, all forms built under that will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.

Action

Select Ortto in the Platform dropdown. In the Pro version of this plugin, you’ll get another option called Ortto [PRO]. The Pro one contains advanced features like sending tags and custom fields. We have kept both for some technical and compatibility reasons. Select Ortto [PRO]  if you are using the Pro plugin. Then select Add/Update Person in the Task dropdown.

Map Fields

You will find Ortto fields on the left side and form fields dropdown on the right. This form field dropdown will contain the field titles of the form you selected in the trigger area. Map Email, First Name, Last Name and other fields that you want. Skip the fields that are not needed. If you are using pro version you will have an extra field custom. Use {{datatype–key}}={{value}} format, example: integer–Age=25. For multiple fields use pipe, example: integer–Age=25|string–Country=USA (without space) to add custom field. To add multiple tag use comma without space. Ex: tag1,tag2,tag3

Save Integration

Finally, click the Save Integration button and you are done. You can start testing now.

Troubleshooting

After the integration is made, when users fill up the form and submit it, the plugin initiates the process of sending data to the configured platform. It also saves a log that includes what data it tried to send, and what it got in response from that platform. So if you find an integration is not working, your first task is to check the logs. Go to AFI > Log menu and check the recent logs.

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