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Releases: derintolu/fub-fluent-forms-integration

1.0.0-alpha

06 Jun 06:34
@derintolu derintolu
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🚀 Follow Up Boss & Fluent Forms Integration v1.0.0

Initial Release - Seamlessly connect your WordPress forms to Follow Up Boss CRM

📋 What's New

This is the initial release of our WordPress plugin that automatically syncs Fluent Forms submissions with Follow Up Boss CRM. No more manual data entry or missed leads!

✨ Features

🔄 Automatic Lead Sync

  • Real-time transfer of form submissions to Follow Up Boss
  • Creates leads as "events" in your CRM with full submission data
  • Zero manual intervention required once configured

🎯 Smart Field Mapping

  • Automatically detects and maps common form fields:
    • Email fields → Follow Up Boss email
    • Name fields → First/Last name (with intelligent splitting)
    • Phone fields → Contact phone number
    • All form data included in lead message

⚙️ Flexible Configuration

  • Form Selection: Choose which forms sync (enable/disable per form)
  • Custom Event Types: Set different lead types (General Inquiry, Property Inquiry, etc.)
  • Source Tracking: Customize how leads are labeled in Follow Up Boss
  • System Identification: Register your integration for better tracking

🔧 Admin Interface

  • Clean, intuitive settings page in WordPress admin
  • Real-time connection testing
  • Form management and selection interface
  • Comprehensive configuration options

📊 Monitoring & Debugging

  • Built-in error logging system
  • Success/failure tracking for each submission
  • Recent logs viewer in admin panel
  • Detailed API response logging

🔒 Security & Reliability

  • Secure API key storage
  • HTTPS-only communication with Follow Up Boss
  • Input sanitization and validation
  • AJAX request protection with nonces
  • Proper WordPress security practices

🛠️ Technical Specifications

Requirements

  • WordPress: 5.0+
  • PHP: 7.4+
  • Dependencies: Fluent Forms plugin (Free or Pro)
  • External API: Follow Up Boss account with API access

API Integration

  • Uses Follow Up Boss Events API (/v1/events)
  • Supports system registration for integration tracking
  • HTTP Basic Authentication with API key
  • JSON payload formatting
  • Comprehensive error handling

WordPress Integration

  • Hooks into fluentform/submission_inserted action
  • Custom admin menu and settings pages
  • WordPress options API for configuration storage
  • AJAX handlers for admin functionality

📦 Installation

Quick Install

  1. Download the plugin ZIP from this release
  2. Upload via WordPress Admin → Plugins → Add New → Upload
  3. Activate the plugin
  4. Configure in Settings → FUB Integration

Manual Install

  1. Extract files to /wp-content/plugins/fub-fluent-forms-integration/
  2. Activate through WordPress admin
  3. Configure your API settings

⚡ Quick Start

  1. Get API Key: Follow Up Boss Admin → API → Generate New Key
  2. Configure Plugin: WordPress Admin → Settings → FUB Integration
  3. Select Forms: Choose which forms should sync
  4. Test Connection: Use built-in connection tester
  5. Go Live: Start capturing leads automatically!

🔧 Configuration Options

Setting Description Required
API Key Your Follow Up Boss API key ✅ Yes
System Name Identifies your integration ⚠️ Recommended
System Key Registered system identifier ⚠️ Recommended
Default Source Lead source label ✅ Yes
Default Event Type Lead categorization ✅ Yes
Form Selection Which forms to sync ✅ Yes
Enable Logging Debug and monitoring 📊 Optional

🎯 Supported Field Mappings

The plugin intelligently maps form fields to Follow Up Boss contact data:

Email Fields

  • email, email_address, user_email → Contact Email

Name Fields

  • first_name, fname, firstname → First Name
  • last_name, lname, lastname → Last Name
  • name, full_name, your_name → Full Name (auto-split)

Phone Fields

  • phone, phone_number, mobile, telephone → Contact Phone

Custom Data

  • All form fields included in lead message
  • Form title appended to source name
  • Submission timestamp preserved

🐛 Known Issues & Limitations

  • Form Field Names: Works best with standard field naming conventions
  • File Uploads: File fields not currently synced (data only)
  • Conditional Logic: All submitted data is sent regardless of conditional visibility
  • Rate Limiting: No built-in rate limiting (relies on Follow Up Boss limits)

🔄 Upgrade Notes

This is the initial release - no upgrade considerations at this time.

📞 Support & Documentation

📄 License

GPL v2 or later

🙏 Acknowledgments

  • Follow Up Boss team for excellent API documentation
  • Fluent Forms team for comprehensive hook system
  • WordPress community for development standards

Built with ❤️ for the WordPress and real estate communities

# 🚀 Follow Up Boss & Fluent Forms Integration v1.0.0

Initial Release - Seamlessly connect your WordPress forms to Follow Up Boss CRM

📋 What's New

This is the initial release of our WordPress plugin that automatically syncs Fluent Forms submissions with Follow Up Boss CRM. No more manual data entry or missed leads!

✨ Features

🔄 Automatic Lead Sync

  • Real-time transfer of form submissions to Follow Up Boss
  • Creates leads as "events" in your CRM with full submission data
  • Zero manual intervention required once configured

🎯 Smart Field Mapping

  • Automatically detects and maps common form fields:
    • Email fields → Follow Up Boss email
    • Name fields → First/Last name (with intelligent splitting)
    • Phone fields → Contact phone number
    • All form data included in lead message

⚙️ Flexible Configuration

  • Form Selection: Choose which forms sync (enable/disable per form)
  • Custom Event Types: Set different lead types (General Inquiry, Property Inquiry, etc.)
  • Source Tracking: Customize how leads are labeled in Follow Up Boss
  • System Identification: Register your integration for better tracking

🔧 Admin Interface

  • Clean, intuitive settings page in WordPress admin
  • Real-time connection testing
  • Form management and selection interface
  • Comprehensive configuration options

📊 Monitoring & Debugging

  • Built-in error logging system
  • Success/failure tracking for each submission
  • Recent logs viewer in admin panel
  • Detailed API response logging

🔒 Security & Reliability

  • Secure API key storage
  • HTTPS-only communication with Follow Up Boss
  • Input sanitization and validation
  • AJAX request protection with nonces
  • Proper WordPress security practices

🛠️ Technical Specifications

Requirements

  • WordPress: 5.0+
  • PHP: 7.4+
  • Dependencies: Fluent Forms plugin (Free or Pro)
  • External API: Follow Up Boss account with API access

API Integration

  • Uses Follow Up Boss Events API (/v1/events)
  • Supports system registration for integration tracking
  • HTTP Basic Authentication with API key
  • JSON payload formatting
  • Comprehensive error handling

WordPress Integration

  • Hooks into fluentform/submission_inserted action
  • Custom admin menu and settings pages
  • WordPress options API for configuration storage
  • AJAX handlers for admin functionality

📦 Installation

Quick Install

  1. Download the plugin ZIP from this release
  2. Upload via WordPress Admin → Plugins → Add New → Upload
  3. Activate the plugin
  4. Configure in Settings → FUB Integration

Manual Install

  1. Extract files to /wp-content/plugins/fub-fluent-forms-integration/
  2. Activate through WordPress admin
  3. Configure your API settings

⚡ Quick Start

  1. Get API Key: Follow Up Boss Admin → API → Generate New Key
  2. Configure Plugin: WordPress Admin → Settings → FUB Integration
  3. Select Forms: Choose which forms should sync
  4. Test Connection: Use built-in connection tester
  5. Go Live: Start capturing leads automatically!

🔧 Configuration Options

Setting Description Required
API Key Your Follow Up Boss API key ✅ Yes
System Name Identifies your integration ⚠️ Recommended
...
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