How to Send weForms Data to Success.ai

Success.ai is a email outreach platform for managing subscribers and campaigns. weForms manages a form is submitted, but sending that data to external platforms needs an integration. AFI bridges that gap to Success.ai.

Why not just use Zapier?

For connecting weForms to email outreach, 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 weForms installed and configured.
• A Success.ai account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Success.ai to AFI

1. Log in to your Success.ai account.
2. Go to Settings → API and copy your API Key.
3. In WordPress, go to AFI → Settings → Success.ai.
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 weForms to Success.ai.

2. Pick your trigger

Select weForms as the form provider. AFI fires when a form is submitted, giving you access to submitter name, email, phone, and any custom form fields.

3. Select Success.ai as the destination

Choose Success.ai from the platform dropdown and pick Add Lead. This adds a lead to Success.ai.

4. Map fields

Match each Success.ai field on the left to the corresponding weForms field on the right. Common mappings include submitter name, email, phone, and any custom form fields. 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 weForms. Check Success.ai 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 Success.ai with unlimited records. Pro adds custom field mapping and campaign selection. No per-record fees on any plan.

Frequently asked questions

Which weForms events trigger the integration?

AFI fires when a form is submitted. 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 weForms to Success.ai in minutes.