How to Send WP Event Manager Data to Wealthbox

Wealthbox is a CRM that helps you manage contacts and track interactions. Here is how to pipe WP Event Manager event straight into Wealthbox using Advanced Form Integration. The setup takes about five minutes and runs entirely on your own server.

The direct approach

AFI delivers event data straight from WordPress to Wealthbox. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with WP Event Manager installed and configured.
• A Wealthbox account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Wealthbox to AFI

1. Log in to your Wealthbox account.
2. Go to Settings → API Access and generate an API token.
3. In WordPress, go to AFI → Settings → Wealthbox.
4. Paste the API token and click Save.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it WP Event Manager to Wealthbox.

2. Pick your trigger

Select WP Event Manager as the form provider. AFI fires when an event is submitted or a registration is received, giving you access to organizer name, email, event title, event date, venue, and ticket type.

3. Select Wealthbox as the destination

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

4. Map fields

Match each Wealthbox field on the left to the corresponding WP Event Manager field on the right. Common mappings include organizer name, email, event title, event date, venue, and ticket type. 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 WP Event Manager. Check Wealthbox 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 Wealthbox with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which WP Event Manager events trigger the integration?

AFI fires when an event is submitted or a registration is received. 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 WP Event Manager to Wealthbox in minutes.