How to Send Quill Forms Data to CleverReach

CleverReach is a email marketing platform for managing subscribers and campaigns. Quill Forms manages a conversational form is completed, but sending that data to external platforms needs an integration. AFI bridges that gap to CleverReach.

Why connect directly?

Cloud automation tools like Zapier charge per task and route your data through external servers. AFI processes everything on your WordPress site. No per-submission fees, no external dependencies.

What you will need

• A WordPress site with Quill Forms installed and configured.
• A CleverReach account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect CleverReach to AFI

CleverReach uses OAuth 2.0 for authentication. In AFI → Settings → CleverReach, 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 Quill Forms to CleverReach.

2. Pick your trigger

Select Quill Forms as the form provider. AFI fires when a conversational form is completed, giving you access to respondent name, email, phone, and any custom form answers.

3. Select CleverReach as the destination

Choose CleverReach from the platform dropdown and pick Add Subscriber. This adds a subscriber to CleverReach.

4. Map fields

Match each CleverReach field on the left to the corresponding Quill Forms field on the right. Common mappings include respondent name, email, phone, and any custom form answers. 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 Quill Forms. Check CleverReach 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 and name to CleverReach with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which Quill Forms events trigger the integration?

AFI fires when a conversational form is completed. 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 Quill Forms to CleverReach in minutes.