Wufoo Forms

Follow

Use Wufoo to create custom forms, send leads your Home Buyer Tips PDF, create blog surveys, and more! Wufoo is a third-party application that helps build custom online forms. Look at their Form Gallery for examples. Free accounts are available for users creating only a few forms.

Topics discussed in this article:

 

How do I sync my Wufoo form with Real Geeks?

Syncing Wufoo forms with your Real Geeks CRM will need to be done through Zapier. To learn more about Zapier, click here.

1. Create your Wufoo account and form.

2. Create a new lead source in the Lead Manager, identifying leads that have been imported via your Wufoo form.

3. Integrate your Lead Manager with Zapier.

If an existing lead completes your Wufoo form, and you've connected the form to Zapier, the lead's source will change to “Sent using Zapier”. The existing lead's details will also change depending on your “Zap” (Zapier) settings. For example, if your Zap settings indicate that Wufoo entries are “Seller” under Type, the existing lead will change to Seller in the lead manager.

Back to top

How do I use Wufoo on Facebook?

1. Create your Wufoo form.

2. Press Share.

3. Select Embed and copy the Embed Code.

4. Create a status update on your Facebook page and paste the copied embed code.

5. After the box appears containing your form name and description, replace the embed code with the text of your choice. You can also click on the description to highlight and edit it at this time.

Your Facebook visitors will be able to click on the post and be directed to your Wufoo form.

Back to top

rg playbook placement.jpg

Was this article helpful?
0 out of 0 found this helpful