How to Send Happy Forms Submissions to Vtiger

Vtiger is a CRM that helps you manage contacts and track interactions. If you want Happy Forms data in Vtiger, you could pay for a cloud automation service. Or you could do it directly from WordPress. This is the direct route.

Why not just use Zapier?

For connecting your forms 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 Happy Forms installed and at least one form.
• A Vtiger account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Vtiger to AFI

1. Get your Vtiger URL, username, and Access Key.
2. In WordPress, go to AFI → Settings → Vtiger.
3. Enter the URL, username, and Access Key.
4. Click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Happy Forms to Vtiger.

2. Pick your trigger

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

3. Select Vtiger as the destination

Choose Vtiger from the platform dropdown and pick Add Contact. This creates a contact in Vtiger.

4. Map fields

Match each Vtiger field on the left to the corresponding Happy 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 Happy Forms form and submit. Check Vtiger 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 Vtiger 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 Happy Forms to Vtiger in minutes.