Do you want to sync WPForms entries to your email marketing and CRM platform after form submissions and user registration in WordPress?
FuseWP enables you to connect WPForms to your email marketing software, allowing 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 or registrations through a WPForms registration form.
FuseWP supports major email marketing software and CRM, including Mailchimp, ActiveCampaign, Constant Contact, Campaign Monitor, AWeber, Zoho CRM, Kit (ConvertKit), Drip, Brevo (Sendinblue), HubSpot, MailerLite, Sendy, Klaviyo, EmailOctopus, Flodesk, HighLevel, Omnisend, GetResponse, Mailjet, FluentCRM.
This article explains how to connect your CRM with WPForms. By doing this, you can automatically add users who submit your WPForms to your CRM and email marketing list and segment them based on the submitted form and the forms users registered through.
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 WPForms 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 WPForms 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 WPForms 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 subscribe users after submitting the form.
An Example
In the screenshot below, users or website visitors who fill out and submit the WPForms-powered form titled “Contact Form” will get synced to the selected CRM list and assigned the tags “wp” and “form”.
Subscribing WordPress Users After Registration to CRM and Email Marketing Platforms
Our WPForms integration also subscribes users who register to your WordPress website via a registration form created with WPForms to your email list and CRM.
To subscribe to registered WordPress users, set up a sync rule for the form, select Event as “After User Registration”, and set up your CRM and email service provider to add users after they register to your WordPress website.
Don’t forget to save your changes when done and ensure the rule is active.
That’s how easy it is to connect WPForms to your email marketing and CRM platforms, including Mailchimp, ActiveCampaign, Constant Contact, Campaign Monitor, AWeber, Zoho CRM, Kit (ConvertKit), Drip, Brevo (Sendinblue), HubSpot, MailerLite, Sendy, Klaviyo, EmailOctopus, Flodesk, HighLevel, Omnisend, GetResponse, Mailjet, FluentCRM.
In conclusion, integrating WPForms with your email marketing and CRM platforms using FuseWP can significantly improve your lead management and marketing efforts.
By automating the process of subscribing leads and users to your email list and CRM and segmenting them based on form submissions and user registrations, you can save time and ensure that your marketing strategies are more targeted and effective.
With the easy setup and configuration outlined in this article, you can start reaping the benefits of seamless integration between WPForms and your email marketing and CRM platforms, thanks to FuseWP.