How to Send Amelia Data to Big Purple Dot

Big Purple Dot is a CRM that helps you manage contacts and track interactions. Getting Amelia booking into Big Purple Dot 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 CRM. No task meter, no monthly bill.

What you will need

• A WordPress site with Amelia installed and configured.
• A Big Purple Dot account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Big Purple Dot to AFI

Big Purple Dot uses OAuth 2.0 for authentication. In AFI → Settings → Big Purple Dot, 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 Amelia to Big Purple Dot.

2. Pick your trigger

Select Amelia as the form provider. AFI fires when an appointment or booking is made, giving you access to customer name, email, phone, service name, appointment date, and booking status.

3. Select Big Purple Dot as the destination

Choose Big Purple Dot from the platform dropdown and pick Add Lead. This creates a lead in Big Purple Dot.

4. Map fields

Match each Big Purple Dot field on the left to the corresponding Amelia field on the right. Common mappings include customer name, email, phone, service name, appointment date, and booking status. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

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

6. Save and test

Click Save Integration. Trigger a test event in Amelia. Check Big Purple Dot 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 Big Purple Dot with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which Amelia events trigger the integration?

AFI fires when an appointment or booking is made. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

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

Get started

Install Advanced Form Integration free from WordPress.org and connect Amelia to Big Purple Dot in minutes.