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Add visitors to a mailing list or CRM after they submit a form

Last Update: June 25, 2024

Forms are a great way to build a mailing list of potential customers or add their information to your Customer Relationship Management (CRM) system . 

Prerequisites

Subscription to a 3rd party service that creates mailing lists or provides CRM

For further details about 3rd party integrations with Elementor, see Integrating forms with 3rd party software.

Use a form to build a mailing list 

Note: In this example, we use MailChimp but the procedure works for other services.

  1. Get the API key for your 3rd provider service. An API key is a unique identifier or token used to authenticate and control access to the 3rd party service. You’ll need to consult your 3rd party provider for an API key.
    image 1 Add visitors to a mailing list or CRM after they submit a form 1
  2. From WP Admin, navigate to Elementor>Settings.
  3. In the right pane, click the Integrations tab.
  4. Scroll down to the 3rd party service provider you want to use.
    image 2 Add visitors to a mailing list or CRM after they submit a form 3
    In this example we are using MailChimp.
    image 3 Add visitors to a mailing list or CRM after they submit a form 5
  5. In the text box, enter the API code.
    image 4 Add visitors to a mailing list or CRM after they submit a form 7
  6. Click Validate API key.
    image 5 Add visitors to a mailing list or CRM after they submit a form 9
  7. Scroll down to the bottom of the page and click Save Changes.
  8. Go back to the form you created.
    image 6 Add visitors to a mailing list or CRM after they submit a form 11
  9. In the panel, open the Actions After Submit section.
    image 7 Add visitors to a mailing list or CRM after they submit a form 13
  10. In the Add Action box, click the + sign.
    image 8 Add visitors to a mailing list or CRM after they submit a form 15
  11. Enter the name of the 3rd party service.
    image 9 Add visitors to a mailing list or CRM after they submit a form 17
    The 3rd party service appears in the panel.
    image 10 Add visitors to a mailing list or CRM after they submit a form 19
  12. Open the 3rd party service section.
  13. Fill in the information for the 3rd party service. This will vary depending on what service you are using.
Still need help creating the perfect form? Check out Elementor Premium Services for expert advice.

Have more questions? We’re more than happy to assist.

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