Beaver Builder → Customerly
Put your Beaver Builder submissions to work in Customerly. Choose a form, select a record action, and send the details it needs with Noptin.
Requires Noptin Premium, Beaver Builder, and an account with Customerly.
Set up and manage the rule in WordPress.
Keep collecting enquiries and signups with Beaver Builder. Use Noptin to decide what happens next in Customerly, without copying each submission by hand.
Follow these steps to create or update a user / lead in Customerly when someone submits your Beaver Builder form.
For a quicker start, describe your automation to Noptin’s AI. Review the generated rule, check its settings, and test it before using it with visitors.
Open the automation rules guide ↗Install and activate the free Noptin plugin on your WordPress site.
How to install Noptin
Go to Noptin → Automation Rules and create a rule. Search for Beaver Builder and select Form > Submitted.
Next, select the exact form you want to use, then continue to choose an action. Its fields will be available for mapping and conditions.
Search for Customerly and select Customerly > Create/Update User / Lead. Noptin will guide you through any required license activation, add-on installation, or account connection.
Connect the account you want this rule to use when prompted.
Select the record type and complete its required fields. Map the required fields to submitted answers or fixed values. Check the identifier before updating an existing record.
In the automation editor, use conditions to choose which submissions run the action. Add conditions when only some submissions should create or update a record. Choose a submitted field and the value that qualifies, then test submissions that should pass and ones that should not.
Review the rule, save it, and activate it when you are ready to test. Submit the selected form with test details, then check the record, mapped fields in Customerly.
Yes. Select an existing Beaver Builder form in the rule. Check that it collects the fields required by your Customerly action.
The rule uses the form you select. Add conditions when only some submissions should run it, such as those with an accepted opt-in checkbox. Check the rule with submissions that should pass and ones that should not.
Use Customerly > Create/Update User / Lead for an existing record. Review its field settings and test with an existing email before enabling it for visitors.
You need Noptin Premium for automation rules and access to the required connection add-on. You also need your own Customerly account. See the current Noptin plans for pricing.
Automations
These are examples. Available fields depend on the event and the choices on your site or connected account.
When a specific Beaver Builder form is submitted.Tag a user / lead in CustomerlyChoose the tag and the contact type in the action settings. The action is set to create the contact if they do not exist.
When a specific Beaver Builder form is submitted.Create or update a user / lead in CustomerlyChoose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.
When a specific Beaver Builder form is submitted.Create or update a user / lead in CustomerlyUnsubscribe a user / lead from CustomerlyTag a user / lead in CustomerlyRemove a tag from a user / lead in CustomerlySend Beaver Builder submissions to Customerly automatically and spend less time copying details by hand.
See plans and pricing