How to Send CartFlows Orders to Copper CRM

Copper CRM is a CRM that helps you manage contacts and track interactions. Getting CartFlows order data into Copper CRM does not require external tools. Advanced Form Integration handles it natively, and this guide covers every step.

Skip the automation middleman

Rather than routing order data through a third-party cloud, AFI sends it directly from your WordPress server to CRM. No task meter, no monthly bill.

What you will need

• A WordPress site with CartFlows installed and configured.
• A Copper CRM account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Copper CRM to AFI

1. Log in to your Copper CRM account.
2. Go to Settings → Integrations → API Keys and copy your API Key.
3. In WordPress, go to AFI → Settings → Copper.
4. Enter your email and API Key, then click Save.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it CartFlows to Copper CRM.

2. Pick your trigger

Select CartFlows as the form provider. AFI fires when an order is completed through a flow, giving you access to customer details, product information, and order totals.

3. Select Copper CRM as the destination

Choose Copper CRM from the platform dropdown and pick Create Person. This creates a person in Copper CRM.

4. Map fields

Match each Copper CRM field on the left to the corresponding CartFlows field on the right. Common mappings include customer name, email, product details, and order total. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

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

6. Save and test

Click Save Integration. Place a test order in your CartFlows store. Check Copper CRM 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 Copper CRM with unlimited orders. Pro adds custom field mapping. No per-order fees on any plan.

Frequently asked questions

Which CartFlows events trigger the integration?

AFI fires when an order is completed through a flow. This covers new orders, customer details, and product information.

Will adding this slow down my checkout?

No. AFI sends data to the destination after the order is processed. Your customers complete checkout normally without any delay.

Can I send orders to multiple platforms?

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

Get started

Install Advanced Form Integration free from WordPress.org and connect CartFlows to Copper CRM in minutes.