Import data from WordPress web page

note

This functionality is available for Creatio 8.1.1 and later.

WordPress is an open-source content management system (CMS). Together with Elementor Pro plugin it lets you create landing pages that have high conversion rates and pass data to Creatio automatically.

Before you start setting up the WordPress service integration, set up a landing page that contains a form. Learn more: official Elementor documentation.

General procedure to set up data import from WordPress langing page:

1. Get your Webhook URL in Creatio. Read more >>>
2. Connect your web page to Creatio. Read more >>>
3. Map the Creatio object columns to the WordPress form field. Read more >>>

After you set up the integration, check whether data was imported to Creatio successfully. Learn more: Check whether data was imported to Creatio successfully

Step 1. Get your Webhook URL in Creatio

The webhook URL enables third-party services like web page builder to send webhooks to Creatio. Take this step in your Creatio instance.

1. Open the needed section. For example, Contacts.

2. Click Data import → Web forms and pages in the top right (Fig. 1).

   Fig. 1 Import data from web forms and pages

   

3. Click Wordpress.com → Click to get your Webhook URL (Fig. 2).

   Fig. 2 Get the API key for Wordpress integration

   

As a result, you will receive a URL to use for sending web form data from WordPress to Creatio.

Step 2. Connect your web page to Creatio

Get your Creatio object parameters

For Creatio to create records from incoming webhooks automatically, the webhook data must follow a particular structure. This structure includes:

• Entity name. This parameter specifies the code of the Creatio section (object) where the records will be created.
• Field codes. The webhook data must also include the codes of the specific fields within the section where the corresponding data from the webhook will be stored.

Essentially, the webhook acts as a data carrier, telling Creatio which section to populate and which fields to fill with the information it provides.

Take this step in Creatio.

1. Receive the code of the Creatio object to import records from the web page.

   • To find the code of the Freedom UI section, open the app in the No-Code Designer → Data models → select needed data model → Code.
   • To find the code of Classic UI section, open the Section Wizard → Code.

2. Receive the code of the Creatio object column. To find the code of the column, open the needed section in the Freedom UI Designer or Section wizard → select field → find code in the field setup area. For example, it is “Name” for the Full name field of the contact.

Connect your web page to Creatio object

Connecting web page to Creatio enables the page to send web form data to Creatio via webhooks. Take this step in your WordPress account that has Elementor tool.

1. Select the web page to connect to Creatio and click its name. This opens the admin page.

2. Click Edit in Elementor to open the web page properties.

   Fig. 3 Open page properties

   

3. Click any field of the web form to open the editor menu.

4. Select Actions after submit in the editor menu.

5. Click Add action → “Webhook.” After this submitting the web form triggers a webhook that contains the form data.

   Fig. 4 Add webhook

   

6. Select Webhook in the editor menu.

7. Add the webhook URL you got on step 1.

   Fig. 5 Add webhook URL

   

8. Connect the web form to the Creatio object.

   1. Add a hidden field to the web form.
   2. Set Label parameter to EntityName.
   3. Open the advanced field settings.
   4. Fill out the Default value field using the Creatio section code.

   Fig. 6 Connect web form to Creatio object

   

As a result, when you submit the web form, it will automatically trigger a webhook that sends the form data to Creatio via the webhook URL.

Step 3. Map the Creatio object columns to the WordPress form fields

Mapping the Creatio object columns to the web form fields enables Creatio to add a record to the selected section based on the incoming webhook. Take this step in your WordPress account.

1. Open your web page in WordPress and click Edit in Elementor.

2. Select Form fields in the editor menu.

3. Click the field title. This opens the field properties (Fig. 6).

   Fig. 7 Field properties

   

4. Fill out the code of the Creatio object column in the Label field.

5. Add selection options for dropdown or radio fields in the Options field. Enter each option in a separate line. To differentiate between label and value, separate them with a pipe character ("|").

   Label	The option to show in the web form
   Value	The ID of the lookup value in Creatio

   For example, if you add country selection to your web form using “Canada” and “Australia” options, fill out the field as follows:

   Canada|f8af0e88-f36b-1410-fa98-00155d043204 
   Australia|82edc239-8f15-4512-ad76-690c46627ddb 

   Fig. 8 Radio field setup

   

6. Repeat steps 1–6 of the current instruction for all web form fields.

As a result, when Creatio receives webhook sent by your web page the record based on its data will be created in the specified section.

Follow the recommendations in the table below when mapping the WordPress form fields to the Creatio object fields.

Web form field type	Creatio object field type
Text	Text
Email	Email or Text
Txtarea	Text
URL	Web link or Text
Tel	Phone number or Number
Checkbox	Text
Radio	Dropdown
Select (single)	Dropdown
Select (multiple)	Text
Acceptance	Text
Number	Number
Date	Date/Time
Time	Date/Time
File	Web link. Creatio imports only the file link.
Hidden	Text
Password	Text

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See also

Integrate with landing pages and web forms

Check whether data was imported to Creatio successfully

Work with webhooks basics

Process webhooks in Creatio

Official WordPress website

Official Elementor website

Official Elementor documentation