Learn how to set up the integration between Nutshell and Wufoo to bring in new leads directly from your website. 

Protip: use Nutshell Forms to add or update companies, people, and leads in Nutshell seamlessly!

Nutshell is compatible with Wufoo: a service for creating forms that can be placed on your website. We take the data that we receive from Wufoo and match it to the appropriate fields in Nutshell.

Nutshell will create a lead for every form submission that is received in Wufoo and associate a newly created company or person with that lead. Wufoo can only be used to add new contacts and leads. 

Setup
Connecting Fancy pants fields vs. Standard fields
FAQ

Setup

In Nutshell

1. In Nutshell, click Company settings > API Keys
2. Click "Add API key..."
3. Name it Wufoo (or anything that reminds you what it's for) and choose Form submissions + Wufoo
4. Click New API key
5. Click the newly-created API key and copy the API Address

In Wufoo

1. In Wufoo, create a form with the fields you want to connect.
2. On the form manager page, click the menu on the right of your form and choose Integrations.                                             
3. Under Other applications, click the to Another Application menu and choose Webhook.                                                                                                       
4. Paste the API Address from Nutshell into the Your WebHook URL field
5. Leave the Your WebHook Handshake Key field blank
6. Check the Include Field and Form Structures with Entry Data box
7. Click Save

Connecting Fancy Pants fields vs. Standard fields

Fancy Pants fields

Fancy Pants fields are linked to specific entities in Nutshell. For example, if your form has a Name Fancy Pants field, it will automatically use that field to create a Person name in Nutshell.

Standard fields

Standard fields are basic form fields that just accept any user input.

Click here to learn more about Wufoo's field types and see specific examples!

If you have a field named Company address in Wufoo, we'll automatically create a new Company with that address. For basic fields (name, address, email, phone, and website) you can use the fields listed under the "Fancy Pants" header inside Wufoo. For other fields, use the "Single line text" field under the "Standard" heading.

Available fields – Companies

Use Standard fields to create these matching fields in Nutshell. Use the exact spelling below with Single Line Text Standard fields in Wufoo.

• "Company name" or "Company"
• "Company email"
• "Company address"
• "Company URL"
• "Industry"
• "Note"
• "[Your custom field spelled exactly the same in Nutshell and Wufoo]"

Available fields – People

Fancy Pants fields

Use Fancy Pants fields to create these matching fields in Nutshell.

• Name
• Email
• Phone
• Website
• Address
• Note

Standard fields

Use Standard fields to create these matching fields in Nutshell. Use the exact spelling below with Single Line Text Standard fields

• Note
• Job title (A company is required to include a job title)
• [Your custom field spelled exactly the same in Nutshell and Wufoo]

Available fields – Leads

Use Standard fields to create these matching fields in Nutshell. Use the exact spelling below with Single Line Text Standard fields

• Source
• Product
• Product quantity
• Competitor
• Confidence
• Tags
• [Your custom field spelled exactly the same in Nutshell and Wufoo]

Use custom fields

Custom fields must be predefined in Nutshell at Setup > Custom Fields. The custom field name must be an exact case match to the field label inside Wufoo.

For example, if you add a field label to your Wufoo form, "How much paper would you like to order?", then the custom field in Nutshell must also be created as "How much paper would you like to order?"

Hide fields

To hide fields, type "hide" in the Add CSS Layout Keywords field. You may have a hidden Wufoo field named "source" with the name of one of your Nutshell sources, and we'll detect that.

Note: Sources must be predefined in Nutshell under Company settings > Sources.

The screenshot below shows an example of adding a source called "Lead from Web Form." 

Nutshell will also detect hidden Wufoo fields for "timezone offset" and "tags". You can populate the "tags" field with tags you have already defined under Company settings > Tags. For multiple tags, use a comma to separate them within the “tags” field.

Date Fields

If you're including date fields in your Wufoo forms, you can set the appropriate time zone in a hidden Wufoo field. 

Create a Single Line Text field, and name this field "Timezone offset".

In the Predefined Value section, add your offset from UTC: +05:00 or -08:00

This lets Nutshell know what timezone to use for incoming date fields in your form.

Check out Wufoo's FAQ page if you have any questions about Wufoo.

FAQ

Can I associated a pre-existing person or company in my Nutshell account with a new lead from Wufoo?

Nutshell's Wufoo integration supports creating new companies, people, and lead, and associating the newly created companies and people to your new lead. The Wufoo integration does not support adding pre-existing companies and people to newly created leads automatically. 

How do I add an Industry to a Company?

1. Add a Single Line Text field
2. Add "Industry" to the "Field Label" field
3. Add the Nutshell predefined Industry to the "Predefined Value" field. E.g., "Accounting"
4. Optionally, add "hide" to the "Add CSS Layout Keywords" field to visibly hide the field from the form.

 

How do I add a Job title?

1. Add a Single Line Text field
2. Add "Job title" to the "Field Label" field
3. Ensure that your form is also collecting a Company name, since job titles in Nutshell can only be stored if there is a company on file for each contact person.

How do I add a Source to Leads?

1. Add a Single Line Text field
2. Add "Source" to the "Field Label" field
3. Add the Nutshell predefined Source to the "Predefined Value" field. E.g., "Tradeshow"
4. Optionally, add "hide" to the "Add CSS Layout Keywords" field to visibly hide the field from the form.

Can I set Leads to Pending status?

Yes! All leads are by default created in Nutshell as Open. To create leads in Pending status, follow these instructions:

1. Add a Single Line Text field
2. Add "isPending" to the "Field Label" field
3. Add "isPending" to the "Predefined Value"
4. Optionally, add "hide" to the "Add CSS Layout Keywords" field to visibly hide the field from the form.

Can I add Tags to Companies and People?

No, you can only add Tags to Leads created via a Wufoo form.

Can I add a note to a Person or a Lead?

If a Person and a Company are created via a form submission, the note will be added to the Company. If only a Person is created via a form submission, the note will be added to the Person. If only a Company is created via a form submission, the note will be added to the Company. Notes will only be added to Leads via a form submission if Nutshell cannot find an existing matching field. 

One of my fields isn't showing up correctly in Nutshell. Why not?

There are a few things you can check to troubleshoot issues with field mismatches in Nutshell and Wufoo:

1. Ensure that all custom fields in Nutshell are spelled exactly the same as your fields in Wufoo, even down to the capitalization and punctuation.
2. Double check that none of your fields in the Wufoo form are "Admin only" - the fields must have the setting turned on so that they're visible to everyone. If you want to hide the field, see the instructions for a hidden field above.