Split: Exporting custom fields data to an external CRM

This support ticket is created 4 years, 1 month ago. There's a good chance that you are reading advice that it now obsolete.

This is the technical support forum for Toolset - a suite of plugins for developing WordPress sites without writing PHP.

Everyone can read this forum, but only Toolset clients can post in it. Toolset support works 6 days per week, 19 hours per day.

This topic is split from https://toolset.com/forums/topic/using-the-user-form/

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Supporter timezone: Asia/Karachi (GMT+05:00)

Tagged: Content-submission forms, Forms with post relationships, Toolset Forms, User-registration forms

This topic contains 2 replies, has 2 voices.

Last updated by Dirk De Waegeneire 4 years ago.

Assisted by: Waqar.

Author

Posts

January 22, 2021 at 2:41 pm #1914729

Dirk De Waegeneire

Thank you Waqar .
I took your 2nd suggestion ( Post Forms ) and can now build up the contacts of potentials customers in the custom post .

Follow up question :
If I want to use these fields now in a CRM solution ( Odoo ) how can I export this data ?
Or do you have a suggestions go a WordPress CRM that would better serve my needs ( Hubspot? )
Regards
Dirk

January 22, 2021 at 2:55 pm #1914741

Waqar

Hi Dirk,

To connect WordPress data with an external CRM, you have these options:

1. Offline export:

If you're looking to manually export data from your WordPress website into an external CRM, you can use WordPress' own export feature:
https://wordpress.org/support/article/tools-export-screen/

2. Live synced integration:

WordPress offers REST API, which can be used to fetch live data from a WordPress website:
https://developer.wordpress.org/rest-api/

The Toolset plugins don't offer any built-in feature to integrate with an external CRM, however, you can choose any CRM that supports getting data through REST API and you'll be able to get the Toolset's custom fields data through that REST API too:
https://toolset.com/documentation/programmer-reference/toolset-integration-with-the-rest-api/

Here are some articles which review some popular CRM options:
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regards,
Waqar

January 22, 2021 at 5:13 pm #1915149

Dirk De Waegeneire

My issue is resolved now. Thank you!