WooFunnels Documentation
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CRM Integration

Connecting your CRM to WooFunnels is easy. You can send your leads from the Optin form to your CRM directly here.

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
  • ConvertKit
  • InfusionSoft
  • MailChimp
  • Mad Mimi

We are rolling out more integrations. If your CRM is not on the list please contact us, we will surely assist you.

Step 1: Create a form

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

Step 2: Paste the form code

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

CRM tab

Once you've pasted the form code, click on Continue.

Step 3: Map the fields

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

  • Match the Label "First name" with "First name field" of your form.
  • Match the Label "Email" with the "Email field" of your form.

Do the same thing for all other fields you had.

Finally, click on the Save changes button to save it.

Now, test your opt-in form from Funnel Builder and find the same data in your CRM.

CRM integration settings

Step 4: Put the thank you page URL

Each CRM has its own setup for redirecting to thank you pages.

For instance, if you are using ActiveCampaign, you would find a setting in Forms to set up a redirect URL. This URL should be the URL of the next step.

Redirect to the thank you page

That's it! This is how you can connect your CRM and capture leads using WooFunnels.

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