How to Send Funnel Builder Data to Success.ai

Success.ai is a email outreach platform for managing subscribers and campaigns. Every Funnel Builder submission record should flow into Success.ai automatically. This guide shows how to set that up in five minutes.

The direct approach

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

What you will need

• A WordPress site with Funnel Builder 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 Funnel Builder to Success.ai.

2. Pick your trigger

Select Funnel Builder as the form provider. AFI fires when a visitor submits a form or completes a step in a funnel, giving you access to visitor name, email, phone, funnel step, and custom field values.

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 Funnel Builder field on the right. Common mappings include visitor name, email, phone, funnel step, and custom field values. 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 Funnel Builder. 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 Funnel Builder events trigger the integration?

AFI fires when a visitor submits a form or completes a step in a funnel. 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 Funnel Builder to Success.ai in minutes.