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Complete Guide to Integrating Formidable Forms with SendSquared

This guide provides a comprehensive approach to integrating WordPress Formidable Forms with SendSquared's Lead With Contact API. This integration allows you to automatically create contacts and leads in your SendSquared CRM when visitors submit forms on your website.

Table of Contents​

  1. Overview
  2. Prerequisites
  3. Implementation Checklist
  4. Gathering Required Information
  5. Implementation Steps
  6. Code Explanation
  7. Understanding Formidable Forms Data Structure
  8. Understanding the Lead With Contact API
  9. Customizing the Lead Data
  10. Troubleshooting
  11. Support Resources

Overview​

The Formidable Forms-SendSquared integration allows you to:

  • Automatically create contacts in SendSquared from form submissions
  • Generate leads in SendSquared's CRM system
  • Track customer interest and follow up with potential clients
  • Streamline the lead capturing process from your WordPress website

Prerequisites​

Before implementing this integration, ensure you have:

  • WordPress with Formidable Forms plugin installed and activated
  • Admin access to both WordPress and SendSquared
  • Basic knowledge of PHP or access to a developer
  • Access to edit your theme's functions.php file or ability to create a custom plugin

Implementation Checklist​

Copy this checklist to your task management system to track your progress:

  • Formidable Forms: Identify your form ID
  • Formidable Forms: Identify your field IDs
  • Formidable Forms: Test your form submission
  • SendSquared: Obtain your API key
  • SendSquared: Determine the lead type ID to use
  • SendSquared: Determine the lead status ID to use
  • SendSquared: Identify the user ID for lead assignment
  • SendSquared: Determine the source ID (if applicable)
  • Test the integration after implementation

Gathering Required Information​

Before implementing this integration, you'll need to gather information from both Formidable Forms and SendSquared:

From Formidable Forms:​

  1. Form ID: Each Formidable Form has a unique ID:

    • Go to Formidable > Forms in your WordPress admin
    • Hover over your form and look for the ID in the URL or in the form listing

  2. Field IDs: Each field in Formidable Forms has a unique ID:

    • Go to Formidable > Forms in your WordPress admin
    • Edit your form
    • Click on a field and look for the "Field ID" in the field options panel
    • Note down the IDs for these fields:
      • Email field ID
      • First name field ID
      • Last name field ID
      • Phone field ID
      • Interest field ID
      • Message/notes field ID

From SendSquared:​

  1. API Key: Go to Settings > API Keys in your SendSquared admin panel to obtain your API key
  2. Lead Type ID: Navigate to Settings > Lead Types and note the ID of the appropriate lead type
  3. Lead Status ID: Go to Settings > Lead Statuses and identify the status ID you want to use for new leads
  4. User ID: This is the ID of the agent who will be assigned these leads. You can find user IDs in the Users section
  5. Source ID: If you track lead sources in SendSquared, obtain the appropriate source ID from Settings > Sources

All of these IDs are required for the integration to work properly. If you're unsure about any of these values, contact SendSquared support for assistance in locating them in your account.

Implementation Steps​

  1. Copy the code snippet below
  2. Paste it into your theme's functions.php file or in a custom plugin
  3. Update the form ID ($form_id != 5) with your actual Formidable Forms form ID
  4. Update all the field IDs in the code with your actual Formidable Forms field IDs:
    • Update $entry->metas['123'] with your email field ID
    • Update $entry->metas['124'] with your first name field ID
    • Update $entry->metas['125'] with your last name field ID
    • Update $entry->metas['126'] with your phone field ID
    • Update $entry->metas['127'] with your interest field ID
    • Update $entry->metas['128'] with your message field ID
  5. Update the SendSquared specific IDs that you gathered earlier:
    • lead_type_id
    • lead_status_id
    • user_id
    • source_id
  6. Replace your-api-key-here with your actual SendSquared API key
  7. Test your form submission to ensure leads are being created in SendSquared

Code Explanation​

The following code integrates Formidable Forms with SendSquared's Lead With Contact API. When a form is submitted, it collects form data, constructs the necessary contact and lead information, and sends it to SendSquared.

<?php
add_action('frm_after_create_entry', 'send_formidable_data_to_sendsquared', 30, 2);

function send_formidable_data_to_sendsquared($entry_id, $form_id)
{
  // Only run this for a specific form ID - update with your form ID
  if ($form_id != 5) {
    return;
  }
  
  // Get the entry data
  $entry = FrmEntry::getOne($entry_id, true);
  
  // Update these field IDs with your actual Formidable Forms field IDs
  $email = isset($entry->metas['123']) ? $entry->metas['123'] : ''; // Update with your email field ID
  $first_name = isset($entry->metas['124']) ? $entry->metas['124'] : ''; // Update with your first name field ID
  $last_name = isset($entry->metas['125']) ? $entry->metas['125'] : ''; // Update with your last name field ID
  $phone = isset($entry->metas['126']) ? $entry->metas['126'] : ''; // Update with your phone field ID
  $interest_in = isset($entry->metas['127']) ? $entry->metas['127'] : ''; // Update with your interest field ID
  $other_items = isset($entry->metas['128']) ? $entry->metas['128'] : ''; // Update with your message field ID
  
  // This constructs the subject line using the interest field
  $subject = 'Interested in ' . $interest_in;
  $now = new DateTime(); 
  $formatted_now = $now->format(DateTime::ATOM);

  // Contact data structure
  $contactData = array(
    'email' => $email,
    'first_name' => $first_name,
    'last_name' => $last_name,
    'mobile_phone' => $phone, // must be in E.164 format (+1XXXXXXXXXX)
  );

  // Lead data structure
  $leadData = array(
    // Update these IDs with your actual SendSquared IDs
    'lead_type_id' => 116, // Update with your lead type ID
    'lead_status_id' => 504, // Update with your lead status ID
    'subject' => $subject,
    'interest_start_at' => $formatted_now,
    'interest_end_at' => $formatted_now,
    'quantity_1' => 1, // Number of adults - customize as needed
    'quantity_2' => 0, // Number of children - customize as needed
    'notes' => array($other_items),
    'user_id' => 1446, // Update with your agent user ID
    'source_id' => 0,  // Update with your source ID if needed
  );

  // Prepare request data
  $requestData = json_encode(array(
    'contact' => $contactData,
    'lead' => $leadData,
  ));

  // Send data to the SendSquared API
  $response = wp_remote_post('https://api.sendsquared.com/v1/leads/lead-with-contact', array(
    'method' => 'POST',
    'headers' => array(
      'Content-Type' => 'application/json',
      // Update with your actual API key
      'x-api-key' => 'your-api-key-here',
    ),
    'body' => $requestData,
  ));

  // Error handling
  if (is_wp_error($response) || wp_remote_retrieve_response_code($response) != 200) {
    $response_code = wp_remote_retrieve_response_code($response);
    $response_body = wp_remote_retrieve_body($response);
    error_log("Error submitting lead to SendSquared (Code: {$response_code}): " . $response_body);
  }
}

Understanding Formidable Forms Data Structure​

The integration uses the frm_after_create_entry hook which is triggered after a form entry is created. This hook provides two parameters:

  1. $entry_id - The ID of the newly created entry
  2. $form_id - The ID of the form that was submitted

To access the submitted data, we use FrmEntry::getOne($entry_id, true) which returns the entry object with all its meta data. The entry object has a metas property which is an associative array where the keys are the field IDs and the values are the submitted field values.

// Example entry object structure
$entry = {
  'id' => 789,
  'item_key' => 'abc123',
  'name' => 'Entry Title',
  'ip' => '192.168.1.1',
  'metas' => [
    '123' => 'user@example.com',
    '124' => 'John',
    '125' => 'Doe',
    '126' => '+12345678900',
    '127' => 'Property Management',
    '128' => 'I would like more information about your services.'
  ]
}

In the integration code, we access these values directly using the field IDs.

Understanding the Lead With Contact API​

The SendSquared Lead With Contact API creates both a contact record and a lead record in a single API call, linking them together automatically. This is useful when:

  • You want to capture new leads from your website
  • You need to track interest in specific properties or services
  • You want to automate the lead capture process

Customizing the Lead Data​

You can customize various aspects of the lead data to fit your specific needs:

// Example of additional lead customization
$leadData = array(
  'lead_type_id' => 116,
  'lead_status_id' => 504,
  'subject' => $subject,
  'interest_start_at' => $formatted_now,
  'interest_end_at' => $formatted_now,
  'quantity_1' => isset($entry->metas['129']) ? intval($entry->metas['129']) : 1, // Adults field ID
  'quantity_2' => isset($entry->metas['130']) ? intval($entry->metas['130']) : 0, // Children field ID
  'notes' => array(
    "Interest: " . $interest_in,
    "Budget: " . (isset($entry->metas['131']) ? $entry->metas['131'] : ''), // Budget field ID
    "Additional notes: " . $other_items
  ),
  'user_id' => 1446, // The agent who will handle this lead
  'source_id' => 123, // Your website source ID
);

Troubleshooting​

If your integration isn't working properly, check these common issues:

  1. Field ID Mismatch: Verify that your Formidable Forms form ID and field IDs match exactly what you've specified in the code
  2. API Credentials: Confirm that your SendSquared API key is correct
  3. Error Logs: Check your WordPress error logs for any API errors
  4. Response Codes: Pay attention to response codes from the SendSquared API:
    • 422 Error: This means validation failed. The response body will contain details about what is missing or incorrect in your request. Check field formats (especially the phone number which must be in E.164 format) and required fields.
  5. Network Issues: Ensure that WordPress can make outgoing HTTP requests (some hosting providers block these)
  6. API Accessibility: Verify that the SendSquared API endpoint is accessible from your server

To debug Formidable Forms submissions, you can add this code temporarily to see the structure of your form entries:

add_action('frm_after_create_entry', 'debug_formidable_forms_submission', 30, 2);
function debug_formidable_forms_submission($entry_id, $form_id) {
  $entry = FrmEntry::getOne($entry_id, true);
  error_log('Formidable Forms Submission - Entry ID: ' . $entry_id);
  error_log('Formidable Forms Submission - Form ID: ' . $form_id);
  error_log('Formidable Forms Submission - Entry Data: ' . print_r($entry, true));
}

Support Resources​

For additional support, contact SendSquared support at:

For Formidable Forms support, refer to their documentation at: