How to Send Everest Forms Submissions to Sales.Rocks

Sales.Rocks is a sales intelligence platform. Getting Everest Forms submissions into Sales.Rocks does not require external tools. Advanced Form Integration handles it natively, and this guide covers every step.

The direct approach

AFI delivers form data straight from WordPress to Sales.Rocks. No third-party cloud, no per-task fees, and every request is logged for troubleshooting.

What you will need

• A WordPress site with Everest Forms installed and at least one form.
• A Sales.Rocks account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Sales.Rocks to AFI

Sales.Rocks uses OAuth 2.0 for authentication. In AFI → Settings → Sales.Rocks, 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 Everest Forms to Sales.Rocks.

2. Pick your trigger

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

3. Select Sales.Rocks as the destination

Choose Sales.Rocks from the platform dropdown and pick Add Lead. This adds a lead in Sales.Rocks.

4. Map fields

Match each Sales.Rocks field on the left to the corresponding Everest 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 Everest Forms form and submit. Check Sales.Rocks 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 company to Sales.Rocks 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 Everest Forms to Sales.Rocks in minutes.