Do you want to sync leads from SureForms to your email marketing and CRM platform after form submissions in WordPress?
FuseWP enables you to connect SureForms to your email marketing software, allowing you to subscribe or add leads to your email list. You can also map custom fields and assign tags after successful form submissions.
FuseWP supports major email marketing software and CRM, 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 SureForms. This will allow leads to be automatically subscribed to your CRM and email marketing list. Additionally, you can segment these users based on the forms they have submitted.
To get started, grab a copy of the FuseWP plugin and install and activate it on your WordPress site. After which, connect your email marketing software.
Syncing SureForms Leads to Email Marketing Software
To get started integrating SureForms with your email marketing software and CRM, go to FuseWP >> User Sync and click the Add New button.
On the page to add sync rules, select SureForms as the source and choose the specific form whose submissions you want to sync to your CRM as the source item.
The Destinations metabox is where we configure the CRM and email marketing software to subscribe users after they submit the form.
An Example
In the screenshot below, users or website visitors who fill out and submit the Lead Form will get synced to the selected CRM list and assigned the tag “vip”.
Don’t forget to save your changes when done and ensure the rule is active.
Conclusion
That’s how easy it is to connect SureForms to your email marketing 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.
Integrating SureForms with your email marketing and CRM platforms using FuseWP can significantly improve your lead management and marketing efforts.
By automating the subscription of leads to your email list and CRM, and segmenting them based on the forms they submit, you can save time and ensure your marketing strategies are more targeted and effective.