How to Send Everest Forms Submissions to SharpSpring

SharpSpring is a marketing automation platform. Everest Forms lets you create powerful forms, but sending data to external platforms needs an integration. AFI bridges that gap to SharpSpring.

Why not just use Zapier?

For connecting your forms to marketing automation, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

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

Connect SharpSpring to AFI

1. Log in to your SharpSpring account.
2. Go to Settings → API and copy your API Key and Secret.
3. In WordPress, go to AFI → Settings → SharpSpring.
4. Enter the API Key and Secret, then click Save.

Setting up the integration

1. Create a new integration

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

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 SharpSpring as the destination

Choose SharpSpring from the platform dropdown and pick Add Lead. This creates or updates a lead in SharpSpring.

4. Map fields

Match each SharpSpring 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 SharpSpring 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 email, first name, and last name to SharpSpring with unlimited submissions. Pro adds custom field mapping and campaign assignment. 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 SharpSpring in minutes.