Automation ideas
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
About this connection
How the two tools fit together
Happyforms: Noptin lists published Happyforms forms so you can choose which one starts the automation.
ActiveCampaign: ActiveCampaign is a comprehensive customer experience automation platform that combines email marketing, automation, sales automation, and CRM functionalities to help businesses improve customer engagement and streamline operations.
What information can you send?
First choose the Happyforms form. Noptin then shows the answers that form collects, so you can send the right ones to ActiveCampaign.
Lists, tags, and custom fields depend on the connected ActiveCampaign account and the audience selected.
To add a contact, your form needs an email field. You can send other answers only if the form collects them.
Start here
Set up Happyforms and ActiveCampaign with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Happyforms and ActiveCampaign from Noptin → Extensions. How to activate your license.
- Install and set up Happyforms on your WordPress site. Connect ActiveCampaign in Noptin using the account or server details requested in its settings.
See how to install a premium extension.
Put it together
Set up the automation in WordPress
- Select the Happyforms form whose submissions should start the automation.
- Choose a ActiveCampaign action from the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.