Form Integrations

Overview

Use Form Integrations to automatically send form entries to third-party services. Once an integration is enabled, all new entries are instantly submitted to the configured service.

Note: Pre-existing entries are not retroactively submitted.

Getting There

1. In the Campaign Builder, click the Widget Settings icon (gear icon) on your Form Container.
2. Click the Integrations link on the left menu.
3. If you have saved Integration Profiles, check the box next to the profile you want to use.
4. To create a new integration, click the Add (plus) icon next to the desired integration type.

Note: Legacy users may need to migrate old integrations before the Integrations tab becomes available. See Migrating Integrations below.

Webhook Integration

What Does It Do?

A webhook passes collected data from your ShortStack form to a third-party service. While writing a custom webhook requires coding knowledge, tools like Zapier simplify the setup. 

Learn more about Setting Up a Webhook with Zapier.

Adding a Profile

Click the Add (plus) icon to open the Webhook Profile Details pop-up and configure the following:

• Profile Name: Enter a name to identify the webhook profile.
• Profile Description (Optional): Add a description for internal clarity.
• Webhook URL: Paste the URL generated by your webhook tool (e.g., Zapier).
• Content Type: Select either application/x-www-form-urlencoded or application/json.
• Secret Key (Optional): Add a key for secure integration.

Field Mappings

Map fields to pass data accurately to the webhook. You can add, remove, or rearrange fields as needed.

1. Click the Edit (pencil) icon next to a field to open the editing window.
2. Select your field map type:
   • Simple Map: Maps one entry field to one output field (most common).
   • Constant Map: Outputs the same constant value for every entry.
3. Select the ShortStack Field. Use the search and filtering functions to narrow results.
4. Enter the output field name in the space provided.
5. Click OK, then click Save to finalize your settings.

Adding a Webhook Token

If your CRM requires a specific token, follow these steps:

1. In the Field Mappings section, click Add One Field.
2. Select Set Constant in the Type dropdown.
3. Paste your token into the Constant Value field.
4. Type WebhookToken into the Output Field Name field.
5. Click OK, then Save.

Mailchimp Integration

What Does It Do?

Automatically adds entrant details to a selected audience in your Mailchimp account, streamlining your email marketing campaigns.

Setup Note: Your form must include an Email field and a Checkbox field (for opt-ins). Missing these will display warnings during setup.

Adding a Profile

Click the Add (plus) icon to open the Mailchimp Profile Details pop-up and configure the following:

• Mailchimp API Key: Add your API key (found under Account > Extras > API Keys in Mailchimp).
• Mailchimp Audience: Select the audience where entries will be sent.
• Choose a field for the opt-in checkbox: Select the specific checkbox field used for newsletter opt-ins.
• Send this notice to new subscribers: Select the Mailchimp notice to send to new subscribers.
• Mailchimp Tags (Optional): Map a ShortStack field to Mailchimp tags for better audience segmentation.

Note: Use the Field Mappings section to map your ShortStack fields to your Mailchimp fields, following the same mapping steps outlined in the Webhook section above.

Google Maps Integration

What Does It Do?

Automatically suggests and populates address details as entrants type into your form's address field.

Setup Notes:

• This integration requires a standard Address 1 field on your form.
• Entrants must select a suggested address from the dropdown list to auto-fill the remaining fields.
• A Google Maps API key is required.

Adding a Profile

Click the Add (plus) icon to open the Google Map Profile Details pop-up and configure the following:

• Profile Name: Name your Google Maps profile.
• Profile Description (Optional): Add a description for clarity.
• API Key: Paste your Google Maps API key into the space provided.

Migrating Integrations

If you are a legacy user, you may need to migrate your previous integrations into the new version. If applicable, you will see a "This form has legacy integrations" message in the Advanced section of your Form Container Settings.

1. Click the Migrate Integrations button to open the wizard.
2. Review your displayed legacy integrations, then click Continue.
3. Configure your profiles by creating a new one or selecting an existing one, then click Continue.
4. Review the integration profiles.
5. Click Migrate the profiles.

Troubleshooting Integration Issues

Common Causes of Integration Errors

Identifying Errors

If entries fail to send, you can check the error logs:

1. Go to Lists in the main menu.
2. Click the list name to view your entries.
3. Look for entries marked with a Warning icon. Click the icon to view specific error details.