How to Send Funnel Builder Data to ClinchPad

ClinchPad is a CRM that helps you manage contacts and track interactions. Funnel Builder handles a visitor submits a form or completes a step in a funnel on your WordPress site. ClinchPad is where that data needs to go. Here is how to connect them without Zapier or code.

Why not just use Zapier?

For connecting Funnel Builder to CRM, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with Funnel Builder installed and configured.
• A ClinchPad account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect ClinchPad to AFI

1. Log in to your ClinchPad account.
2. Go to Settings → API and copy your API Key.
3. In WordPress, go to AFI → Settings → ClinchPad.
4. Paste the API Key and click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Funnel Builder to ClinchPad.

2. Pick your trigger

Select Funnel Builder as the form provider. AFI fires when a visitor submits a form or completes a step in a funnel, giving you access to visitor name, email, phone, funnel step, and custom field values.

3. Select ClinchPad as the destination

Choose ClinchPad from the platform dropdown and pick Add Lead. This creates a lead in ClinchPad.

4. Map fields

Match each ClinchPad field on the left to the corresponding Funnel Builder field on the right. Common mappings include visitor name, email, phone, funnel step, and custom field values. 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 Funnel Builder. Check ClinchPad 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 and email to ClinchPad with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which Funnel Builder events trigger the integration?

AFI fires when a visitor submits a form or completes a step in a funnel. 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 Funnel Builder to ClinchPad in minutes.