Connect Customerly to WPForms

This integration allows you to:-

Either add a Customerly newsletter subscription checkbox to your WPForms forms...
... or automatically add new WPForms form submissions to Customerly.

Below are some of the automation rules you can set up:-

Create or update a user in Customerly when a specific wpforms form is submitted

Create or update a lead in Customerly when a specific wpforms form is submitted

Add a tag to a user or lead in Customerly when a specific wpforms form is submitted

Remove a tag from a user or lead in Customerly when a specific wpforms form is submitted

Delete a user or lead from Customerly when a specific wpforms form is submitted

Unsubscribe a user in Customerly when a specific wpforms form is submitted

Create or update a user in Customerly when a specific wpforms form is submitted with a given field value

Create or update a lead in Customerly when a specific wpforms form is submitted with a given field value

Add a tag to a user or lead in Customerly when a specific wpforms form is submitted with a given field value

Remove a tag from a user or lead in Customerly when a specific wpforms form is submitted with a given field value

Delete a user or lead from Customerly when a specific wpforms form is submitted with a given field value

Unsubscribe a user in Customerly when a specific wpforms form is submitted with a given field value

You can start using this integration in 3 simple steps:-

To install Noptin:-

Log into your WordPress website’s admin dashboard then navigate to Plugins > Add New.
Search for “Noptin” in the search box then click on the install button next to the first result.
After WordPress installs Noptin, click on the Activate button to activate the plugin.

To connect Customerly:-

First, download the Customerly addon from your account.
Next, open your WordPress admin dashboard then navigate to Plugins > Add New then click on the upload plugin button.
Upload the Customerly addon you downloaded in the first step then click on the Install Now button.
Wait for WordPress to install the plugin then click on the Activate plugin button.
WordPress will install the Customerly addon and then redirect you to a settings page where you can connect Noptin to Customerly.
Finally, map the Noptin custom fields to Customerly custom fields.