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Best answer

How do I connect webform to CRM

  • 7 October 2021
  • 3 replies
  • 357 views
T

Hi all, 

Hope you don’t mind asking for support here. But i’m new to Zapier and totally lost how / where to start. I currently have a form on my website that is used to let visitors subscribe to our newsletter, via Mailchimp. But our CRM application doesn’t allow that because it overwrites Mailchimp.

So, i need to connect the web form to our CRM app. How to do this? Is there a blog that specifically addresses how to set up newsletter subscribers? I read a lot of full contact forms, and google forms usage etc but what i’m after is just name + lastname + email and “send”.

Hope anyone can provide some guidance here how to make this work on my Wordpress website.

 

KR, Dennis

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Best answer by Troy Tessalone 7 October 2021, 17:05

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Toolio 

What is your CRM app?

What app is being used for your web form?

 

Consider hiring a Zapier Expert: https://zapier.com/experts

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
T

Hi @Troy Tessalone, It’s Teamleader. I’m currently using the MC4WP: Mailchimp for WordPress plugin. But will most likely need to switch to something like Contact Form 7 because I can’t/won’t use MC4WP.

Troy Tessalone
Userlevel 7
Badge +14

@Toolio

Teamleader has these available Zap triggers/actions: https://zapier.com/apps/teamleader/integrations#triggers-and-actions

 

CF7 would need to use webhooks to send data to trigger a Zap.

Webhooks: https://zapier.com/apps/webhook/help

Plugin: https://wordpress.org/plugins/cf7-to-zapier/

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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