How to Sync WordPress Form Submissions to Mailchimp & Other CRM

Would you like to learn how to sync your WordPress form submissions with Mailchimp and other CRM platforms?

Effective customer data management is crucial for any business’s success. Using WordPress forms to collect leads and customer information and synchronizing this data with your email marketing and CRM tools can improve your workflow and help you engage with your audience more effectively.

While WordPress form builders like Gravity Forms and WPForms are excellent for collecting data, manually transferring it to Mailchimp or other CRM platforms can be time-consuming and prone to errors. This is where FuseWP comes in—a powerful plugin that bridges the gap between your WordPress forms and your marketing tools.

In this guide, we’ll use FuseWP to sync​​ your form submissions with Mailchimp and other CRM platforms using FuseWP. Additionally, we’ll show you how to create a popup form with MailOptin and connect it to your Mailchimp account.

Whether you’re a business owner looking to automate your lead collection or a developer seeking efficient ways to integrate WordPress forms with CRM systems, this tutorial will provide the step-by-step instructions you need. 

Why Sync WordPress Form Submissions to Your CRM?

Syncing WordPress form submissions to your CRM and email marketing platforms is a powerful way to enhance lead management, marketing efficiency, and overall business operations. Here’s why this is crucial:  

Centralized Data Management: Syncing ensures that all form submission data is automatically collected in one central location in your CRM or email platform. This makes managing and accessing customer information easier and ensures consistency and accuracy.

Faster Lead Response: Data flowing directly from WordPress forms to your CRM or email marketing system allows you to follow up with leads quickly. Automated responses, such as welcome emails or lead nurturing sequences, can be triggered immediately upon submission, speeding up your engagement process.

Improved Lead Qualification: Syncing submissions allows you to organize leads more effectively in your CRM, enabling better tracking and segmentation. You can classify leads based on various criteria, such as location, interests, or behavior, to customize your marketing efforts accordingly.

Efficient Sales Funnel Management: You can easily track leads through your sales funnel by automatically syncing form submissions with your CRM. This eliminates manual data entry and ensures your sales team has the most up-to-date information to follow up with leads effectively.

Automation and Time Savings: Automation saves time by removing manual processes. Syncing your form submissions directly to your CRM and email marketing platforms ensures you don’t have to export and import data manually. This allows your team to focus on more strategic tasks.

Real-Time Analytics: Syncing gives you access to real-time data, which is crucial for analyzing campaign performance and customer behavior. By combining the data from your CRM and email marketing platform, you can better understand your audience and improve future campaigns.

Setting Up FuseWP 

FuseWP is an excellent plugin that connects WordPress to your email marketing platform, marketing automation tools, and CRM. It allows you to automatically sync WordPress users and profile updates and subscribe users to your email list after registration.

FuseWP integrates seamlessly with a wide range of email marketing platforms and CRM tools, including Mailchimp, ActiveCampaign, Constant Contact, Campaign Monitor, HubSpot, ConvertKit (Kit), Zoho CRM, Zoho Campaigns, Brevo (Sendinblue), AWeber, Sendy, Klaviyo, Keap (Infusionsoft), EmailOctopus, Drip, Flodesk, HighLevel, Omnisend, GetResponse, Mailjet, FluentCRM, and many more.

Additionally, it works with WordPress membership plugins and others such as MemberPress, Paid Memberships Pro, LearnDash, LifterLMS, Ultimate Member, and WooCommerce.

This section will guide you through setting up FuseWP to sync your WordPress form submissions to your Mailchimp account.

We’ll be using WPForms, a highly regarded WordPress form builder. To begin, install and activate the WPForms plugin, then create a form. Once your form is ready, installing and activating FuseWP is next.

Install and Activate FuseWP

• Visit the FuseWP website to choose the appropriate license plan and complete your purchase.
• Afterward, you’ll receive an email with a link to download the plugin and your license key. Use the provided link to download the plugin.
• Once you’ve downloaded the FuseWP plugin to your computer, installing it on your WordPress site is next.
• To do this, log in to your WordPress admin dashboard and go to the ‘Plugins’ page. Click the ‘Add New’ button, then select ‘Upload Plugin.’
• Next, click ‘Choose File’ to locate and select the plugin zip file you downloaded. After selecting it, click ‘Install Now.’

Allow a few seconds for the installation to finish. Once the plugin is installed, click ‘Activate Plugin’ to activate it on your site.

Integrating FuseWP with Mailchimp

To link your Mailchimp account with FuseWP, navigate to FuseWP >> Settings.

Click the “Configure” button to open the modal settings under the Mailchimp section.

In the configuration modal, click “Connect to Mailchimp.”

You’ll be taken to the authorization page, where you’ll be asked to log in to your account if you’re not already signed in.

Once logged in, you’ll need to grant FuseWP access to your account.

Once your Mailchimp account is connected, you’ll be redirected to the FuseWP integrations settings page.

Syncing WPForms Submissions to Mailchimp

To sync WPForms submissions to Mailchimp, navigate to FuseWP >> User Sync and click the Add New button.

On the user sync rules page, choose WPForms as the source and select the specific form whose submissions you want to sync with your CRM.

The Destinations section allows you to configure the CRM or email marketing platform where users will be subscribed after submitting a form. This step ensures seamless syncing of user data to your selected platform.

To begin, click Add Destination and set the event to After Form Submission. Next, choose Mailchimp as the integration, select your desired audience, and add relevant tags. You can also map any required custom fields to ensure accurate data transfer.

Once your configuration is complete, click the Save button to publish it. 

With this setup, any form submissions made on the source item “Contact Form” will automatically sync to your Mailchimp account.

The exact process can be used to connect your WordPress forms to other email marketing platforms and CRMs supported by FuseWP, providing a versatile solution for managing form submissions.

Creating Popup Forms with MailOptin and Connecting to Mailchimp

MailOptin is an excellent lead generation, email automation, and newsletter plugin that allows you to convert website visitors into subscribers and WordPress users. It also allows you to send one-off newsletters and create automated, event-triggered follow-up emails from WordPress.

With its extensive features, MailOptin makes designing eye-catching forms easy and seamlessly integrates them with Mailchimp. This integration allows you to effortlessly capture leads from your WordPress site and send the data directly to your Mailchimp account for efficient email marketing.

MailOptin supports a wide range of email marketing platforms and CRMs, including Salesforce, Microsoft Dynamics 365, Drip, AWeber, ConvertKit, MailerLite, Constant Contact, GetResponse, Sendy, Campaign Monitor, ActiveCampaign, Brevo (Sendinblue), Gist, Klaviyo, Sendlane, Mailster, Vertical Response, Mailjet, HubSpot, Ontraport, Moosend, Zoho CRM, Zoho Campaigns, Keap Max Classic (Infusionsoft), Omnisend, Benchmark Email, SendFox, SendGrid Email Marketing, GoDaddy Email Marketing, CleverReach, and more.

Leveraging MailOptin’s integration capabilities can improve your lead generation and email marketing efforts, ensuring your campaigns are effective and well-targeted.

Installing and Activating the MailOptin Plugin

To begin using MailOptin, you’ll first need to purchase a valid license plan from the MailOptin website.

After your purchase, you’ll receive an email confirmation with a download link for the plugin’s zip file and your license key. You can also access the plugin file and license key from the account page on the MailOptin website.

Once the plugin is downloaded, log in to your WordPress admin dashboard and navigate to the Plugins page. Click Add New, then select Upload Plugin.

Choose the downloaded zip file, upload it, and proceed to install and activate the plugin.

Connecting Mailchimp to WordPress with MailOptin

To connect Mailchimp to your WordPress site using MailOptin, log in to your Mailchimp account. 

Next, navigate to Account > Extras > API Keys and click Create a Key.

Mailchimp will generate an API key, which will look something like this:

Then, go to MailOptin > Integrations > Mailchimp in your WordPress dashboard and enter the API key to link MailOptin with your Mailchimp account.

Click the Save Changes button to connect your Mailchimp account to the MailOptin plugin successfully.

Creating a Popup Signup Form with MailOptin

To create a popup signup form, navigate to MailOptin > Optin Campaigns in your WordPress dashboard and click Add New. 

Provide a name for your campaign to identify it quickly.

Next, choose the Lightbox option as the opt-in form type to proceed with designing your campaign

In the Lightbox section, all form templates are designed as popups. However, if you prefer, you can opt for other styles, such as sidebar, slide-in, notification bar, or in-post forms.

For this guide, we will select a template from the Lightbox options and click the ‘Select Theme’ button. This will take us to the page where we can customize the form.

Customize the look of Lightbox

Customize the look and behavior of your lightbox form using the options available in the side panel.  

Once you’re happy with the form’s design, connect it to your Mailchimp account.  

To do this, navigate to the Integrations Panel on the form builder page, select Mailchimp from the New Integration dropdown, and then choose the Mailchimp list your users will subscribe to after submitting the form.

Next, you need to display the form on your website. To do this, go to the Display Rules panel.  

If you want the Mailchimp form to appear on every page of your WordPress site, simply select the Globally load opt-in option. If you’d prefer more control, use page-level targeting and triggers to specify where and how the opt-in form will appear on your site.  

MailOptin offers various customization options, including page targeting, device targeting, exit intent targeting, and cookie targeting, giving you plenty of flexibility to design your opt-in display.

Once you’ve made your desired changes, be sure to save them. Then, preview your website to ensure the opt-in form is visible. 

Try clearing your website and browser cache if it’s not showing up.  

And that’s it! You’ve successfully created a popup form. When users submit their details, the form will automatically sync with their Mailchimp account.

Conclusion

Following the steps outlined in this guide, you’ve learned how to seamlessly integrate your WordPress forms with your preferred CRM or email marketing platform, such as Mailchimp. Automating this process eliminates manual data entry, reduces the risk of errors, and frees up valuable time you can dedicate to other business areas.

With FuseWP and MailOptin, you now have a powerful system that ensures your valuable lead data flows seamlessly into your marketing tools.

Take the time to test your integrations thoroughly, ensuring all form fields map correctly to your CRM and that your automation rules work as intended. Regularly monitoring your sync status will help you identify and resolve any issues before they affect your lead collection process.