this is an inconsistent error we have been getting on using forms for the last two years. One of my clients at least informed me of this bug with a screenshot.
When loading a form X2 give this CSFR token error. Any idea how to solve this.
Problem is mainly if you use forms and new clients find this error, we wont even know as they will simply not use the form. The fix seems simple enough by refreshing the screen, but you cant inform a new prospect of this.
I have long since been looking for an elegant solution for integrating another more flexible form-tool for WordPress with X2CRM. Some other guys tried developing WordPress plugins but I was never able to work with that.
I extensively started using Gravity Forms (GF) on all my and customer sites due to its incredible flexibility and ease of use. Using GF I tend to always ask the contact details and then my custom field, which I don't always need in X2, but would like to capture the contact and maybe do some cool automation stuff. I tent to prefer not to hard code, to avoid custom dependency.
I found a great and elegant solution for this and it works great.
Using Gravity forms there is a little known GF plugin called SEND TO THIRD PARTY. This simplifies the RestAPI POST call by giving you a simple plkug and play type page with additional GF settings. Install the plugin in WordPress and in Gravity forms you can easily set it up to post to X2CRM by completing some key fields.
So now I can use GF fully and send the contact and fields info over to X2CRM. Adding tags directly, making lists and using X2Flow Record Create triggers do even more with the new record comming in from GF.
I hope this helps someone else that also wants to use Gravity Forms for more advanced form features on your website.