How to Send Everest Forms Submissions to DealMachine

DealMachine is a real estate CRM that helps you manage contacts and track interactions. Getting Everest Forms submissions into DealMachine does not require external tools. Advanced Form Integration handles it natively, and this guide covers every step.

Skip the automation middleman

Rather than routing data through a third-party cloud, AFI sends it directly from your WordPress server to real estate CRM. No task meter, no monthly bill.

What you will need

• A WordPress site with Everest Forms installed and at least one form.
• A DealMachine account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect DealMachine to AFI

1. Log in to your DealMachine account.
2. Go to Settings → API and copy your API Key.
3. In WordPress, go to AFI → Settings → DealMachine.
4. Paste the API Key and click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Everest Forms to DealMachine.

2. Pick your trigger

Select Everest Forms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

3. Select DealMachine as the destination

Choose DealMachine from the platform dropdown and pick Add Lead. This creates a lead in DealMachine.

4. Map fields

Match each DealMachine field on the left to the corresponding Everest Forms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

Only want to send certain submissions? Set up a conditional rule based on any form field value.

6. Save and test

Click Save Integration. Fill out your Everest Forms form and submit. Check DealMachine to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to DealMachine with unlimited submissions. Pro adds custom field mapping. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple forms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect Everest Forms to DealMachine in minutes.