Connect Elementor Form to Email Marketing Software & CRM

Do you want to learn how to connect Elementor form to email marketing software & CRM?

Elementor is arguably the best WordPress page builder available, empowering you to create stunning, conversion-optimized pages effortlessly. However, capturing leads from your beautifully designed forms is only valuable when those leads are transferred to your CRM.

This guide provides a step-by-step process to seamlessly integrate your Elementor form with leading email marketing services through MailOptin, allowing for automatic lead capture and synchronization with your CRM.

Connecting MailOptin to Your CRM

To get started connecting Elementor Forms to your CRM, ensure you have the MailOptin plugin installed and activated on your website.

Then connect the MailOptin plugin to your email marketing service. MailOptin supports a wide range of providers, including MailChimp, Salesforce, Microsoft Dynamics 365, Drip, AWeber, Google Sheets, Kit (ConvertKit), MailerLite, Constant Contact, GetResponse, Sendy, Campaign Monitor, ActiveCampaign, Brevo (Sendinblue), Gist, Klaviyo, Sendlane, Mailster, Vertical Response, Mailjet, HubSpot, Ontraport, Moosend, MailPoet, Zoho CRM, Zoho Campaigns, Keap Max Classic (Infusionsoft), HighLevel, Omnisend, Flodesk, Beehiiv, Benchmark Email, SendFox, iContact, Mailgun, E-goi, SendGrid Email Marketing, Elastic Email, Encharge, weMail, FluentCRM, CleverReach, NewsMAN, Facebook custom audience.

Embeding the Elementor Form on Your WordPress Page

To create a form with Elementor is easy as dragging and dropping their form widget to the desired location on your website page. To do this, log in to your WordPress dashboard, open the post or page where you want to include your form, and click Edit with Elementor.

Drag and drop the Form element to your desired section or area of the page.

If you want the form to capture subscribers’ full names and email addresses, be sure to remove the default “message” Textarea leaving just the name and email fields.

Remove the name field if you want to capture or collect just their email addresses.

Please ensure the ID of the email field is email.

How about if you want to capture their first names, last names, and email addresses? Although a bit involved, it’s possible by following the steps below.

• • Click the “+ ADD ITEM” button to add a new form field. Change the label and placeholder to “Last Name”. Click the Advanced tab and enter last_name as the Custom ID.
    

• Click on the existing Name field, change the label and placeholder to “First Name”. Go to the Advanced tab and change the Custom ID from name to first_name.
  
• Don’t forget to move the “Last Name” field below “First Name”.

Having finished setting up the form, up next is connecting the form to your email service provider (such as MailChimp, AWeber, Constant Contact, Sendy, MailerLite, or Keap, Zoho, Klaviyo, Salesforce etc) via MailOptin.

Integrating Elementor Forms With Your CRM

Next is to connect the Elementor Forms to your email marketing service. To do this, go to the “Actions After Submit” section and select MailOptin.

Select your email marketing service and the email list the form will be connected to. If you don’t want to use an email marketing service, you can choose to save subscribers in WordPress by selecting “MailOptin Leads” as an Email Service. Learn more about MailOptin Leads here.

Assigning Tags to Subscribers

If you are using an email marketing software that supports tagging (such as AWeber, Mailchimp, ActiveCampaign, Drip, Kit (ConvertKit), Ontraport, Keap/Infusionsoft, GetResponse), you’ll have the option to assign tags.

Tags are useful for audience segmentation and targeting specific groups in your email campaigns.

Mapping Additional Custom Fields

MailOptin allows you to capture extra information about your leads in WordPress. You can map custom fields in your Elementor Form to corresponding fields in your email marketing service, enabling you to collect data such as phone numbers, job titles, or any other details you need.

Don’t forget to save the changes.

Troubleshooting

If you get an invalid email error when you try to submit the Elementor form or any error at all; this note is for you.

If you want to capture subscribers’ email addresses and full names only, ensure the Custom ID of the email field is email and that of the full name name

When you are capturing both first and last names as well as their email addresses, the Custom ID of the first name should be first_name, the last name should be last_name and email address email.

To sync a checkbox or select field-type options to your email service, you will need to include the value of the options separated by the pipe “|” symbol.

Note: For Brevo, you need to pass the number corresponding to the attribute options. This means the options now become Paris|1, Tokyo|2, and so on.

Connect Elementor Forms to Your CRM Today

We hope this guide helped you learn how to successfully connect Elementor Forms to your email marketing software and CRM using the MailOptin plugin.

For more Elementor tips, check out our guides on how to create WordPress user registration forms with Elementor and how to embed opt-in forms in Elementor posts and pages.