Custom website forms to OnePage contacts with custom fields?

uncategorized

ioannis at July 6th, 2016 10:51 — #1

Hello,

I'm new here and we're starting to evaluate the software to make sure it fits our needs.

Apologies if this has been covered, if it has please point me to the appropriate thread.

We have several forms on our sites with multiple fields that would require custom field setup.

They're dropdowns, radios, text boxes and areas etc.

Is it possible to map those to custom fields in OnePage and send the data directly to the OnePage database and write to it?

Ideally, I'd want some fields as custom fields and a few others to be grouped and written under the contact as a note.

If so, how would I go about doing that from a form I've built myself on the site (not an embedded Wufoo form)?

Also, is HTTPS required on our sites to create a secure connection to send the data over?

Thanks for any help, total beginner with this system so any help is greatly appreciated!

liam at July 7th, 2016 11:16 — #2

Hi ioannis,

You've come to the right place with your question.
If you have your own form, then you can save the data to OnePageCRM via the [API][1].
I'm not sure in how much detail you would like me to go into, so I'll give you a general overview of how I would imagine such a system to work. Just ask if you need clarification on any details.

Firstly, your site doesn't need to be https, but it is advisable to make your users feel that the data they enter into your form is secure.

You should send this data to your server. From there you can send it to OnePageCRM via the API.
This would involve writing an endpoint which accepts the form data from your site, maps them to the customfields you have setup on your OnePageCRM account, and sends them to the API.

For this you would need to save some OnePageCRM related data in your server code. You will need a username (email address) and password for connecting to the API. From the login response, you will get a list of all of your customfield ids and their names. These should also be saved (or hardcoded) so you can map the values from the form to our API.

Are you planning on just creating new contacts whenever the form is filled out, or also potentially update existing contacts?
What language is your server side code in? We have some sample code in a few languages that you can use for authenticating with our API.

Please let me know if you need anything else.
Kind regards,
Liam

ioannis at July 7th, 2016 12:14 — #3

Our sites are pretty much static html, only bit of "code" are a few .asp pages that process form data and send out an email.

Oh, and some javascript here and there but pretty basic stuff.

So I'll need as much detail for the above as you can. Would I need to store the data in a db before logging in to your api and sending it over or can this be done sort of "on the fly" by one or more files?

To be honest, I haven't done this before since the usual drill was for forms' action to be to some script that would automatically send the data to email, but I'm willing to give it a go and see if I can manage to work it out

Thanks!

liam at July 11th, 2016 05:22 — #4

My advice would be to write an asp script for accepting the form and sending the data onto our API.

First thing you will have to do here is authenticate with our API. To do this, you send your username (email) and password to this endpoint. This will return an auth key and user id which you can use to sign every future request to our API. This process is complex but is well documented here. There are samples in a few languages that will help you. There is no sample in ASP though.

The response from the login request will also give the custom fields. Here is the list of data returned from the login request.

Now that you can authenticate, you can create a new contact as per this endpoint. Take a look at the contact resource fields to see how you can set custom fields on a contact.