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How to connect Wordpress forms to Creatio (Gravity forms and Elementor)

Eugene Vorobiov
17:51 May 11, 2023

Since version 6.2 of WP engine, the outdated WordPress plugin no longer works. This article covers alternative ways to integrate WordPress forms with Creatio. 

The methods listed in this article work via webhooks, which are supported in Creatio version 8.0.5 and later. 

You can use either Gravity forms or Elementor for integration. 



Integration via Gravity forms

To configure the Creatio webhook in Gravity forms, take these steps: 

  1. Install and activate the Gravity forms Webhooks Add-on.

  2. Generate a webhook URL that contains the API key in your Creatio instance.

    Learn more on Creatio Academy

  3. Open Form Settings and select the needed form.

  4. Open the webhook settings.

  5. Click “Add new” to create a new webhook.

  6. Configure your webhook:

    • Name: Enter the name of your feed.  

    • Request URL: Enter the Creatio Webhook URL that contains your API key.  

    • Request Method: Select Post HTTP method.  

    • Request Format: Select JSON format of the webhook request.  

    • Request Headers: No custom HTTP headers are required. 

    • Request Body: Select “Select Fields” and specify data to send within the request:

      • EntityName: required parameter that must contain the code of the Creatio object where you want to create records.

      • Key is the code of the object column

      • Value is the value of the object column

  7. Save settings.

Integration via Elementor

To configure the Creatio webhook in Elementor, follow these steps:

  1. Generate a webhook URL that contains the API key in your Creatio instance.

    Learn more on Creatio Academy

  2. Edit the Elementor page that contains the form.

  3.  Add ”Webhook” to the “Actions After Submit” group.

  4. Enter the webhook URL that contains the API key in the “Webhook URL” field.

  5. Add a new hidden field to your form.

    • Label: EntityName. Required parameter.

    • Default Value: [Code of the Creatio object].

  6. Configure your form fields:

    • Field label is the code of the object column.

    • Field value is the value of the object column.

  7. Save changes.

Perform the setup for each form separately. You can test the integration after the setup.  

To troubleshoot issues, first check if the ”Webhook” lookup contains a record. 

  • If the lookup contains no records, the webhook call did not reach Creatio. Troubleshoot the web form.  

  • If the lookup contains a record, check the record status. You can view the detailed error description in the "Webhook parse errors log" lookup. 

Learn more about configuring additional webhook processing logic, in the Creatio Academy: Process webhooks in Creatio.

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7 comments
Ryan Farley
20:03 May 11, 2023

Excellent info. Thanks so much for sharing this!

 

Also, to point out a few benefits of this route over using landing pages (and the previous Wordpress plugin).

  1. Using Creatio Webhooks, the data is queued and reattempted. For example, if someone fills out a form while the Creatio system is unavailable due to maintenance or an upgrade in progress - with the previous Landing page method, the data is just lost. Using webhooks, the data will be reattempted later (several times, up to 72 hrs later) and no data will be lost. See here
  2. With using webhooks, you can create your own process to handle the data and do whatever you'd like with it, so if the form needs to update a record, create other related details etc, you have the flexibility to do that in the process that handles the webhook. 

Ryan

Mike Yudin
21:14 May 11, 2023

Ryan Farley,

Hey, thanks for the shoutout about Creatio Webhooks! We're stoked to see that our feature is making a real difference for you and others in the community. It's great to know that Creatio Webhooks are hitting the mark. Keep the feedback coming, and thanks for being an awesome partner!

Ryan Farley
21:46 May 11, 2023

Also Yevhen, a few of the images don't appear to be available to us - there are three images coming from https://creatio.atlassian.net. The missing images are:

  • Second image under #1 for Gravity forms
  • Second image under #5 for Gravity forms
  • First image under #4 for Elementor

Ryan 

Eugene Vorobiov
21:58 May 11, 2023

Ryan Farley,

 

Thank you for bringing this to my attention. I have checked all the images and confirmed that they were uploaded directly to the Community and should be available to everyone. I also checked the availability of the images from an incognito window, and everything seems to be working fine on my end.

 

Could you please provide me with a screenshot or any additional details regarding how the images appear on your end? This will help me investigate the issue further and find a resolution.

 

Ryan Farley
20:32 May 12, 2023

Yevhen Vorobiov,

They all appear to be showing now, so maybe I was viewing before the images were available. Thanks again!

Ullas Stephen
23:44 Jul 04, 2023

Hello! Great article! But I'm unable to find the [Webhook] lookup. I'm using the gravity form plug-in and so far haven't seen any leads come in. This is what my form looks like in Webhook settings.  

Eugene Vorobiov
17:48 Sep 22, 2023

Ullas Stephen,

 

Hi there!

 

Here's an example of how to find the 'Webhook' lookup:

 

 1. Navigate to the 'Lookups' section.

 

 

 2. Try to filter values using the keyword 'Webhook.' Expected result:

 

3. If you don't see these objects, proceed to the “advanced settings”.

Try searching for the 'webhook' object there. It may have a different title. If so, search in the lookup section using this title.

 

 

If you don't find this object in the configuration, please ensure that your Creatio version is higher than 8.0.4.

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