How to Send CartFlows Orders to Total Expert

Total Expert is a CRM that helps you manage contacts and track interactions. CartFlows handles order completion through optimized sales flows on your WordPress site. Total Expert is where that data needs to go. Here is how to connect them without Zapier or code.

Why not just use Zapier?

For connecting CRM, 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 CartFlows installed and configured.
• A Total Expert account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Total Expert to AFI

Total Expert uses OAuth 2.0 for authentication. In AFI → Settings → Total Expert, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it CartFlows to Total Expert.

2. Pick your trigger

Select CartFlows as the form provider. AFI fires when an order is completed through a flow, giving you access to customer details, product information, and order totals.

3. Select Total Expert as the destination

Choose Total Expert from the platform dropdown and pick Add Contact. This creates a contact in Total Expert.

4. Map fields

Match each Total Expert field on the left to the corresponding CartFlows field on the right. Common mappings include customer name, email, product details, and order total. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

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

6. Save and test

Click Save Integration. Place a test order through your CartFlows funnel. Check Total Expert 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 Total Expert with unlimited orders. Pro adds custom field mapping. No per-order fees on any plan.

Frequently asked questions

Which CartFlows events trigger the integration?

AFI fires when an order is completed through a flow. This covers new orders, customer details, and product information.

Will adding this slow down my checkout?

No. AFI sends data to the destination after the order is processed. Your customers complete checkout normally without any delay.

Can I send orders to multiple platforms?

Yes. Create a separate integration for each destination, and every order flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect CartFlows to Total Expert in minutes.