How to Send Funnel Builder Data to Total Expert

Total Expert is a CRM that helps you manage contacts and track interactions. Every Funnel Builder submission record should flow into Total Expert automatically. This guide shows how to set that up in five minutes.

The direct approach

AFI delivers submission data straight from WordPress to Total Expert. 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 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 Funnel Builder to Total Expert.

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 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 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 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 records. Pro adds custom field mapping. 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 Total Expert in minutes.