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Integrating Your CRM with WordPress Forms

Sync form submissions directly to HubSpot, Zoho, or Salesforce.

How to Connect WordPress Forms to Your CRM: Step-by-Step for Gravity Forms, WPForms, and Elementor

Integrating your website forms with your CRM ensures every new lead is captured, tracked, and nurtured automatically. Here’s how to set up seamless connections using popular WordPress form plugins and integration tools like Zapier.

1. Why Connect Forms to Your CRM?

  • Automated Lead Capture:
    Every form fill goes instantly into your CRM—no manual data entry needed.
  • Improved Follow-up:
    Trigger emails, assign leads, or kick off workflows within your CRM as soon as contacts submit a form.
  • Track Source & Capture More Data:
    Record where leads found you and their interaction history for better sales and marketing.

2. Connecting Gravity Forms to Your CRM

  • Native Add-ons:
    • Gravity Forms offers official add-ons for CRMs like HubSpot, Salesforce, and Zoho CRM.
    • Install the relevant add-on from the Gravity Forms Add-Ons page, then connect to your CRM account and map fields from your form to your CRM fields.
  • Using Zapier:
    • Install and activate the free Gravity Forms Zapier Add-On.
    • Set up a Zap (automation) in Zapier to send new form submissions to your CRM (choose the trigger app—Gravity Forms—and the action app—your CRM).
    • Customize which form fields go where.

3. Connecting WPForms to Your CRM

  • Built-in Integrations:
    • WPForms offers direct integrations with CRMs like HubSpot, Salesforce, and Mailchimp through premium add-ons.
    • Go to WPForms settings, enable the desired integration, connect your account, and map fields.
  • Using Zapier:
    • Use the WPForms Zapier Add-On and the Zapier platform to send data from your forms to hundreds of CRMs (just like with Gravity Forms).
    • Set up the trigger (WPForms submission) and map the output to your CRM fields.

4. Connecting Elementor Forms to Your CRM

  • Native Integrations:
    • Many CRMs (e.g., HubSpot, Mailchimp, ActiveCampaign) can be connected via Elementor’s built-in integrations (Premium/Pro version).
    • Edit your form in Elementor, add an “Action After Submit,” and choose your CRM. Enter your account details and field mapping.
  • Zapier or Webhooks:
    • If your CRM isn’t supported natively, use the webhook action or connect to Zapier.
    • Add a “Webhook” action to your form, then use Zapier to catch the webhook and forward the data to your CRM.

5. Best Practices

  • Always Test:
    Submit a few test entries and check your CRM to make sure all the data comes through correctly.
  • Map Fields Carefully:
    Ensure that required contact info, source data, and custom fields (like “service interest”) are matched.
  • Comply with Privacy Laws:
    If collecting personal data, make sure forms include appropriate consent checkboxes and privacy links.

Summary:
Integrating Gravity Forms, WPForms, or Elementor Forms with your CRM—using built-in features or tools like Zapier—automates your lead capture, streamlines follow-up, and supports smarter, faster growth for your business.