How to integrate Smart Forms to SendFox

YouTube – Smart Forms to SendFox

Overview

Advanced Form Integration plugin allows you to integrate Smart Forms to SendFox. When a user fills a form on your website, the plugin will send the data to your SendFox account and create a contact, then allows adding it to a contact list.

2 Sample Contact Forms

Supported Features

  • Create a new contact with basic (First Name, Last Name, Email, Phone) fields. It also allows adding the contact to a contact list.

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 Smart Forms and SendFox. It is not required but helpful for a better understanding.

Obtaining SendFox Personal Access Token

Before start, you are required to save the API Token in plugin settings.

  1. Go to the WordPress admin area, click AFI > Settings.
  2. Select the SendFox tab.
  3. Click on the link and you’ll be taken to the API Auth apps page. Click Create New Token, copy the token.
  4. Paste the Key in the Personal Access Token input box and click Save Changes.

Create New Integration

Once API Key is saved you can start creating new integration. Click on Add New under 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 Smart Forms in From Provider dropdown. Smart Forms plugin must be installed and activated otherwise you won’t see it listed. After selecting Smart Forms, all forms built under Smart Forms will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.

Smart Forms – Trigger setup

Action

Select SendFox in Platform dropdown.

Map Fields

Available contact lists will be auto-populated. Select the desired one. Map Email, First Name, Last Name, etc., and other fields that you want. Skip the fields that not needed. Finally, click the Save Integration button.

SendFox – Map fields

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Frequently asked questions

Troubleshooting

Still need help?

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