Do you want to subscribe leads from Everest Forms to your email marketing and CRM platform after form submissions in WordPress?
FuseWP allows you to connect Everest Forms to your email marketing software, enabling you to subscribe or add leads and WordPress users to your email list. You can also map custom fields and assign tags after successful form submissions via an Everest Forms form.
FuseWP supports major email marketing software and CRM platforms, including Mailchimp, ActiveCampaign, Salesforce, Constant Contact, Campaign Monitor, AWeber, Zoho CRM, Zoho Campaigns, Kit (ConvertKit), Drip, Brevo (Sendinblue), HubSpot, MailerLite, Sendy, Klaviyo, Google Sheets, Keap (Infusionsoft), EmailOctopus, Flodesk, HighLevel, Omnisend, Ortto, GetResponse, Mailjet, Encharge, beehiiv, Sender.net, FluentCRM, MailPoet, Groundhogg.
In this article, you will learn how to connect your CRM with Everest Forms. This integration allows for the automatic subscription of leads from Everest Forms to your CRM and email marketing list following form submissions. Furthermore, you can segment these leads based on the information provided in the form.
To get started, obtain a copy of the FuseWP plugin, install it, and activate it on your WordPress site. After which, connect your email marketing software.
Syncing Everest Forms Leads to Email Marketing Software
To automatically subscribe leads and users to your email marketing list and assign tags to them after they submit a specific form created with the Everest Forms plugin on your WordPress website, follow the steps below.
Go to FuseWP >> User Sync and click the Add New button.
On the page to add user sync rules, select Everest Forms as the source and the specific form whose submissions are to sync to your CRM as the source item.
The Destinations metabox is where we configure the CRM and email marketing software to automatically subscribe users after they submit the form.
An Example
In the screenshot below, users or website visitors who fill out and submit the “Contact Form” will be synced to the selected CRM list and assigned the tag “vip”.
Don’t forget to save your changes when done.
If you have existing form submissions saved as entries in Everest Forms, you can use the Bulk Sync tool in FuseWP to sync them to your CRM and email marketing software account.
Conclusion
Connecting Everest Forms to your email marketing and CRM platforms is straightforward, especially with FuseWP.
By integrating Everest Forms using FuseWP, you can significantly enhance your lead management and marketing efforts. This integration automates the process of adding leads and users to your email list and CRM, allowing you to segment them based on form submissions and user registrations. This not only saves you time but also ensures that your marketing strategies are more focused and effective.
With the simple setup and configuration outlined in this article, you can start enjoying the benefits of seamless integration between Everest Forms and your email marketing and CRM platforms, all thanks to FuseWP.