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Wix Forms-CRM integration

Create contacts from form submissions and record Wix form submissions in your CRM

Updated over 2 weeks ago

This article explains how to set up a Wix Forms-CRM integration with Pipedrive, Copper, and Hubspot. If you use Salesforce, see here.

How to record Wix Form submissions in your CRM

1. Choose your apps

To get started head to Outfunnel > App connector and select your apps.

2. Authenticate your apps

For Wix, choose the site to connect first. You can add other sites later. Then, create the connection.

3. Choose the form

If you don't see the desired form then click on "Refresh fields" button. If you still don't see it then ensure the right Wix site is connected.

For troubleshooting see here.

4. Map the fields

Email, First name and Last name are required as a minimum. If a field you want to map to doesn't exist in the destination app, simply create it and click on "Refresh list".

5. Define how you’d like form submissions to be recorded

  • Base action: a lead/contact will always be created first

  • Additional actions: choose to create an activity, note, lead, deal or update a field.

6. Activate connection

Fill in another test submission to test if everything is working as expected. The form submission is recorded in your CRM within 30 seconds.

For troubleshooting see here.

How to enable web tracking for leads that fill in the form?

With Outfunnel's web tracking functionality, you can discover how the lead landed on your website, which web pages they visited before filling in the form, and track their future visits.

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