How to Send BuddyBoss Data to Wealthbox

Wealthbox is a CRM that helps you manage contacts and track interactions. Here is how to pipe BuddyBoss data 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 member and activity 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 BuddyBoss 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 BuddyBoss to Wealthbox.

2. Pick your trigger

Select BuddyBoss as the form provider. AFI fires when a member registers, updates their profile, or joins a group, giving you access to member details, profile fields, and activity data.

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 BuddyBoss field on the right. Common mappings include member name, email, profile data, and activity type. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain activities? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test a member registers, updates their profile, or joins a group in BuddyBoss. 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 events. Pro adds custom field mapping. No per-event fees on any plan.

Frequently asked questions

Which BuddyBoss events trigger the integration?

AFI fires when a member registers, updates their profile, or joins a group. This covers member registrations, profile updates, and group joins.

Will adding this slow down my site?

No. AFI sends data to the destination after the community event completes. Your members are not affected.

Can I send member data to multiple platforms?

Yes. Create a separate integration for each destination, and every event flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect BuddyBoss to Wealthbox in minutes.