Why Estimate Rocket?

API for flexible data exchange

Estimate Rocket allows for flexible data exchange with 3rd party applications through the API. 

Data inbound from a web form, data exchange to Quickbooks line or photo integrations are easy with Estimate Rocket.

Connecting your WordPress website / form to Zapier to import leads

The steps needed to configure your WordPress form to Zapier:

1. Choose a WordPress Form Plugin
   1. WPForms: A popular and user friendly option with a dedicated Zapier addon.
   2. Gravity Forms: A powerful and feature-rich plugin with a Zapier addon.
   3. Formidable Forms: Another strong option with a Zapier addon.
   4. JetFormBuilder
   5. WP Fluent Forms
2. Install and Activate the Plugin
   1. Install and activate your chosen form plugin in your WordPress dashboard
3. Install the Zapier Addon
   1. Once you have your form plugin installed, install and active the Zapier addon specifically designed for that plugin
   2. For example, if you are using WPForms, install the WPForms Zapier Addon
   3. If you are using Gravity Forms, install the Gravity Forms Zapier Addon
   4. I think you see the pattern here
4. Create the Zapier Zap
   1. Select WordPress from the applications
   2. Set the trigger event which will be new form submission
   3. 
   4. Set your action event, which will be find client in Estimate Rocket
   5. 
   6. Connect your accounts (you will need to provide your WordPress credentials to login to the WordPress account)
5. Test your Zap
6. Configure your WordPress Form
   1. Find the form you want to connect: Navigate to the form settings in your WordPress form plugin
   2. Setup the Zapier integration: configure the Zapier integration settings within the form plugin, typically by adding a webhook URL from your Zapier Zap
   3. Update the form: save the form settings
7. Test the connection
   1. Submit a test entry to your WordPress form and see if the data is picked up in Zapier and the find / add client is being performed in Estimate Rocket

Best Practices on Finding and Adding a Client in Estimate Rocket through the API

The best practice for adding a client in Estimate Rocket is to first search for the client. We could trigger the add client here but if the same client puts multiple entries into the web form duplicates will be created in Estimate Rocket.

To find a client we would use the email address as the key field to find the client

In the configuration step set the Search Field as email and the search value becomes the field from your source data that contains the client email address. In this case the search field is a column in a Google Sheet.

Then the 2nd key will be to Create Estimate Rocket Client if it doesn't exist yet - check that box.

Essentially if a client with that email address is not found a new client will be created

Then go through the exercise to add all the client record details by mapping the form fields into the specific Estimate Rocket fields.

The email address and billing address fields are required in a new client record in Estimate Rocket.
These fields not being included in the mapping or being empty from the web form can lead to Zapier failures.

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