How to Send Caldera Forms Submissions to Wealthbox

Wealthbox is a CRM that helps you manage contacts and track interactions. Caldera Forms lets you create powerful forms with a drag-and-drop builder, but sending data to external platforms needs an integration. AFI bridges that gap to Wealthbox.

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 Caldera Forms installed and at least one form.
• 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 Caldera Forms to Wealthbox.

2. Pick your trigger

Select Caldera Forms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

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 Caldera Forms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

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

6. Save and test

Click Save Integration. Fill out your Caldera Forms form and submit. 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 submissions. Pro adds custom field mapping. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple forms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

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