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Can we use Form Assembly with EE4?

Posted: March 13, 2019 at 10:56 am


Matrixparents

March 13, 2019 at 10:56 am

Can we use Form Assembly with the latest EE4 plus Calendar addon on a WP5 website to capture the personal information of the attendees of our events? We would like to import the information into SalesForce but are not sure about the possibilities.
thanks much
Angela


Tony

  • Support Staff

March 13, 2019 at 11:22 am

Hi Angela,

Can we use Form Assembly with the latest EE4 plus Calendar addon on a WP5 website to capture the personal information of the attendees of our events?

No, EE has its own form system which you can not replace with another… at least not without significant custom development by a developer. You can edit all of the questions add your own etc to the system within EE but to integrate with SalesForce you’ll need some custom development.

We would like to import the information into SalesForce but are not sure about the possibilities.

We don’t have an integration with SalesForce but a developer could write up a custom integration to the send the registration details over. You’d use EE’s form system, hook into various points within Event Espresso and then send the details to them using their API.


Matrixparents

March 14, 2019 at 7:48 pm

Thank you Tony.


Matrixparents

March 15, 2019 at 11:22 am

Hi again,

I was looking on the EE website for a form tool and then saw that you have an InfusionSoft plugin (but it looks like it’s not developed by EE). I read briefly about it and it sounds like a competitor of Salesforce. I really know nothing about any of this. I am looking for the right event manager/calendar for Matrix. You said we would have to use a form tool within EE and that for integration with SF we would need significant customization. Can you share a little more about what forms tool we could use within EE. Does this involve a separate addon or another plugin maker who is not a part of EE? Thanks…Angela


Josh

  • Support Staff

March 15, 2019 at 11:44 am

Hi Angela,

The Infusionsoft add-on is developed by Event Espresso. What it does is integrate with the Infusionsoft CRM so when a registrant completes an Event Espresso registration form, information is automatically synced to Infusionsoft via their API.

Another approach that you might consider is use WP Fusion (developed by a third party). WP Fusion integrates with Event Espresso to allow you to add contacts to SalesForce when they register for an event. You’ll find more information here:
https://wpfusion.com/documentation/other/event-espresso/


Matrixparents

March 19, 2019 at 11:13 am

Thanks Josh…this is really helpful.
best
Angela


Matrixparents

March 19, 2019 at 1:39 pm

Hi again,

I read the WP Fusion info and it looks great, but we would have to use the lite version because the others are not affordable for our organization. I was reading up on it but got confused because it sounded to me like the Lite version interacts with information added to the WP site but not to Expresso. Did I read something incorrectly…or does Lite interact with events entered in Espresso?
thanks
Angela


Josh

  • Support Staff

March 19, 2019 at 1:46 pm

The Lite version does not include Plugin Integrations. Plugin Integrations are available with the WP Fusion Personal licenses and higher.

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Support forum for Event Espresso 3 and Event Espresso 4.
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Updated by  Josh 3 hours, 21 minutes ago ago

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