How to integrate Smart Forms to Woodpecker.co| 2 Minutes Solution

Overview

Advanced Form Integration plugin allows you to integrate Smart Forms to Woodpecker.co. When a user fills a form on your website, the plugin will send the data to your Woodpecker.co account and create Prospect with custom fields & tags. You can also add the Prospect to a campaign.

2 Sample Contact Forms

Supported Features

  • Create a new prospect with all regular (Name, Email, etc.) and custom fields, tags. It also allows adding the prospect to a preferred campaign.

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 Woodpecker.co. It is not required but helpful for a better understanding.

Obtaining Woodpecker.co API Key

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

  1. Go to woodpecker.co and login with your account.
  2. Go Settings>Integrations>API Keys
  3. Click “Create A Key” and Copy API Key
  4. Go to the WordPress admin area, click AFI > Settings.
  5. Select the Woodpecker.co tab.
  6. Paste the API key in the 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 Woodpecker.co [PRO] in Platform dropdown.

Woodpecker.co – Action Setup

Map Fields

Available campaign lists will be auto-populated. Select the desired one. Map Email, First Name, Last Name, Phone, Spouse details, etc., and other fields that you want. Skip the fields that not needed. You can also add tags and custom fields Finally, click the Save Integration button.

Woodpecker.co – Map Fields

Conditional Logics

Frequently asked questions

Troubleshooting

Still need help?

Reach our support team at [email protected]