WordPress Form to CRM
Route every WordPress form submission to your CRM - HubSpot, Salesforce, Mailchimp, Pipedrive - automatically. No Zapier fees, no per-lead costs.
The WordPress form-to-CRM problem
Every WordPress form plugin generates leads. The challenge is getting those leads into your CRM without manual work, without Zapier fees, and without losing data.
The standard approach is middleware: Zapier connects your form plugin to your CRM, charging per lead. At 500 leads/month, that's $30+/month just for a data transfer. At scale (multiple forms, multiple sites), costs compound quickly.
For many businesses, the smarter approach is Google Sheets as a hub. Forms feed into Sheets, then Sheets feeds into your CRM - giving you a clean data layer, a backup of every lead, and the ability to enrich data before it reaches your CRM.
Two approaches: Sheets-as-hub vs direct CRM routing
**Approach 1: Google Sheets as your data hub** SheetLinkWP sends all form submissions to Google Sheets first. From there, you connect Sheets to your CRM using the CRM's native Google Sheets integration (HubSpot, Salesforce, and most CRMs support this). Benefits: you have a complete backup, you can clean/enrich data before it reaches the CRM, and you maintain a single source of truth.
**Approach 2: CRM Fan-Out (direct routing)** SheetLinkWP's CRM Fan-Out addon sends submissions to Google Sheets AND your CRM simultaneously. Supported CRMs include HubSpot, Salesforce, Mailchimp, and more. Benefits: real-time CRM delivery without a Sheets-to-CRM sync step.
Most agencies and multi-site operators prefer Approach 2 for speed and simplicity.
Supported CRM destinations
SheetLinkWP's CRM Fan-Out addon supports routing to:
- **HubSpot** - Create contacts and deals from form submissions
- **Salesforce** - Create leads or contacts with custom field mapping
- **Mailchimp** - Add subscribers to lists and segments
- **Pipedrive** - Create persons and deals
- **ActiveCampaign** - Add contacts and trigger automations
- **Zoho CRM** - Create leads with field mapping
Each destination can have its own field mapping and routing rules. You can send the same submission to Google Sheets AND HubSpot simultaneously, or route based on form ID or field values.
Setting up form-to-CRM routing
- **Install SheetLink Forms** and connect to Google Sheets (the base connection)
- **Add the CRM Fan-Out addon** ($29/mo) from your SheetLinkWP account
- **Configure your CRM connection** - enter your CRM API key or authenticate via OAuth in SheetLink > CRM Fan-Out
- **Map form fields to CRM fields** - map "email" to the CRM's email field, "company" to company, etc.
- **Set routing rules** - optionally route specific forms or field values to specific CRM pipelines or lists
- **Test** - submit a form entry and verify it appears in both Google Sheets and your CRM
Frequently Asked Questions
Which CRMs does SheetLinkWP support?
Via the CRM Fan-Out addon: HubSpot, Salesforce, Mailchimp, Pipedrive, ActiveCampaign, and Zoho CRM. The base plugin sends to Google Sheets, which can connect to virtually any CRM via native integrations.
Do I need Zapier to connect forms to my CRM?
No. SheetLinkWP's CRM Fan-Out addon sends form data directly to your CRM without Zapier. Alternatively, you can use Google Sheets as a hub and connect Sheets to your CRM using the CRM's built-in integration.
Can I send leads to Google Sheets AND my CRM at the same time?
Yes. CRM Fan-Out sends to multiple destinations simultaneously - Google Sheets plus one or more CRMs.
What's the cost?
The base plugin is $39 one-time. The CRM Fan-Out addon is $29/month. No per-lead or per-submission fees.
Route WordPress Forms to Your CRM Automatically
Google Sheets + CRM delivery in one plugin. No per-lead fees.