Integration

An easy way to embed forms and engage your visitors inside WordPress

  • 16 June 2020
  • 8 replies
  • 1108 views
An easy way to embed forms and engage your visitors inside WordPress
Userlevel 4

Hello! My name is Thiago and I work as Product Designer at Pipefy. I'm very glad to share with you a new plugin for WordPress I've been designing and developing in the last month.

There's a lot of WordPress users around there. And a lot of them use contact forms every day. And probably they're struggling out with email settings, SMTP, and all these hard stuff to get their contact forms working.

We all know the Public Forms inside Pipefy are awesome. Inside Pipefy you can structure your workflow and then make the start form public for everyone by generating a link. This form is the pipe’s front door. Its fields ask for all the information people must provide before creating a new card. This card can be one lead, an email, a customer question... basically anything.

So I had the idea of creating a simple but powerful way to launch this form in all WordPress pages. By installing the plugin you can integrate your website with Pipefy and enable customers to communicate with your team directly on your homepage, contact page and so on by creating cards.

The website visitor just clicks up the button, launches the form, fills it up, and hit the send. It will automatically create a card inside your pipe for you to continue your process.

The result of this idea is a plugin called "Insert Pipefy Form Launcher".

 

 

You can test the launcher in my website here: https://bit.ly/2Cc3WdV
You can download the plugin by searching for "Pipefy" in the WordPress plugin store or on this page: https://bit.ly/3eYKFe4

I think you're gonna like it! So if you test it out just let me know. It will be a pleasure to see you using this on your website.


8 replies

Userlevel 6
Badge +2

I have to say I just LOVE the idea, @thiagomatsunaga , it’s brilliant! It opens a completely new range of possibilities when using Pipefy for supporting customers, scheduling appointments, gathering product feedback.

Awesome work, congrats on that!

Userlevel 6
Badge +6

@thaiannelourenco An amazing idea! We could use this in the Compesação Form. :heart_eyes:

Userlevel 4
Badge +1

Very cool and a great idea, congrats on the launch

Userlevel 4

Nice Feature!!

Userlevel 6
Badge +6

@erickgouveia We could use this in our site. :blush:

Amazing! Is it possible to connect a form an existing website to a pipe? 

 

 

Userlevel 4

Hey @oslyconsorcios, how are you?

You cannot connect a form to Pipefy in a native way, but Pipefy has a powerful feature called integrations with Zapier.

And Zapier has a super-easy way to do this with their Webhooks. You can read more about it here: https://zapier.com/page/webhooks/

Basically the Zapier Webhook will catch any requests sent and create a card inside any Pipe you want to. Take a look in this example I've made here:

 

The webhook event generated a URL like this:

https://hooks.zapier.com/hooks/catch/0000000/xxxxxxx/ 

 

So you cand setup your website form to connect with this webhook. The webhook will wait for a new POST, PUT, or GET in this Zapier URL.

After it gets any trigger it will create a card inside your pipe.

It's good to remember that this Zapier Feature is paid.

 

Another way to get this done is through Pipeft's API, and you can read more about it here: https://api-docs.pipefy.com/reference/overview/Card/?_ga=2.239395905.310253594.1598276699-130378641.1588690460

Userlevel 7
Badge +14

Nice tip.

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