WooFunnels Documentation
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CRM Integration

Connecting your CRM to WooFunnels easy.

Establishing a connection between the two will allow you to create a form in the Active Campaign and add the contacts to your list.

The front-end will be that of WooFunnels.

WooFunnels is compatible with 5 popular CRMs at the moment

  • ActiveCampaign
  • Drip
  • InfusionSoft
  • MailChimp
  • ConvertKit

We are rolling out more integrations. If your CRM is not in list please contact us.

Step #1 Create a form

Create a form in your CRM and copy the form code. Depending on the CRM follow these instructions.

ActiveCampaign
Drip
ConvertKit
Infusionsoft

MailChimp

Step #2 Paste the form code

Paste the form code in WooFunnels >> Opt-in funnel >> Actions >> CRM tab

Step #3 Map the fields

Map the fields with your CRM form to connect with it.

a) Click on "Connect to map fields" button.

b) Match the Label "First name" with "First name field" of your form

Match the Label "Email" with "Email field" of your form and same for all other fields you had.

Finally click on Save Settings button to save it.

Now, test your optin form from Funnel Builder and find the same data into your CRM.

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