How to Send weForms Data to Nutshell

Nutshell is a CRM that helps you manage contacts and track interactions. weForms handles a form is submitted on your WordPress site. Nutshell is where that data needs to go. Here is how to connect them without Zapier or code.

Why not just use Zapier?

For connecting weForms 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 weForms installed and configured.
• A Nutshell account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Nutshell to AFI

1. Get your Nutshell API credentials.
2. In WordPress, go to AFI → Settings → Nutshell.
3. Enter your email and API Key.
4. Click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it weForms to Nutshell.

2. Pick your trigger

Select weForms as the form provider. AFI fires when a form is submitted, giving you access to submitter name, email, phone, and any custom form fields.

3. Select Nutshell as the destination

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

4. Map fields

Match each Nutshell field on the left to the corresponding weForms field on the right. Common mappings include submitter name, email, phone, and any custom form fields. 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 weForms. Check Nutshell 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 Nutshell with unlimited records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which weForms events trigger the integration?

AFI fires when a form is submitted. 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 weForms to Nutshell in minutes.