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[Resolved] Pushing Data From CRED Forms to CRM

This support ticket is created 5 years, 8 months ago. There's a good chance that you are reading advice that it now obsolete.

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Supporter timezone: Asia/Kolkata (GMT+05:30)

This topic contains 2 replies, has 2 voices.

Last updated by theW 5 years, 8 months ago.

Assisted by: Minesh.

Author
Posts
#1093305

Tell us what you are trying to do?

Hello,
I'm creating a CRED form that will create a WP user.
I would like my CRED form to transfer the submitted data to:
The "RED TAIL CRM" hidden link
It's a simple 4 fields form.

Is there any documentation that you are following?
Haven't found one.

Is there a similar example that we can see?
None

What is the link to your site?
hidden link

#1093687

Minesh
Supporter

Languages: English (English )

Timezone: Asia/Kolkata (GMT+05:30)

Hello. Thank you for contacting the Toolset support.

Well - the role of Toolset is limited to Toolset in this query, I mean to say, once you save the form, the scope of Toolset ends there.

If you want to migrate the data after form submit to your desired CRM - you may try to use Form hook cred_save_data as we do not know where and how "RED TAIL CRM" is used to store the data.
=> https://toolset.com/documentation/programmer-reference/cred-api/#cred_save_data

Additionally, to debug such third party custom plugins/themes/CRMs is beyond the scope of our support policy. All user data is stored is user and usermeta table. So I think its better to raise this question to the CRM support and check with them where and how they store the data internally and accordingly try to save your content.

#1097930

Thank you for your response Minesh.

This ticket is now closed. If you're a Toolset client and need related help, please open a new support ticket.