The iOSXpert plugin WebForms imports your form entries from the online platform Wufoo directly into Daylite and offers you the possibility to perform various actions, such as creating a person.
When importing Wufoo form data, WebForms checks whether a person or company to be imported already exists in Daylite. The following criteria are used:
- A person is deemed as already exist if the first and last name and email address in Daylite match the data in the Wufoo form entry.
- A company is deemed as already exist if the name in Daylite matches the data in the Wufoo form entry.
If a company or person is identified as already existing, no new contact will be created. A new form entry is nevertheless created and linked to the existing contact. All other actions, such as creating a task, are also performed.
If a company or person is not identified as already existing, because one of the criteria listed above does not match, a new contact will be created.
What is WebForms?
How do I integrate Wufoo forms?
🎬 How do I import website form data into Daylite?
🎬 How do I set up WebForms?
How do I install iOSXpert Plugins in Daylite?