What Happens After Submit? Automating CRM Workflows with Our Plugin Stack

Forms are the front door of your website. Whether you’re gathering leads, taking bookings, or capturing support queries, everything starts with that humble little “Submit” button. But what happens next can make all the difference between a missed opportunity and a smooth, automated workflow that delights your team and your customers.

At HelpForWP, we’ve built a suite of plugins designed to help you automate what happens after someone fills in a form. Let’s walk through how you can create a powerful, integrated CRM workflow using our plugin stack.

Step 1: Capture with Confidence

Start with your favourite form plugin — Gravity Forms, Contact Form 7, WPForms, Ninja Forms or Formidable Forms — we support the lot.

Once you’ve created your form, the goal is to make sure you’re not just capturing data, but capturing the right data: campaign sources, first landing page, user intent. That’s where Campaign Tracker comes in.

Campaign Tracker enriches your form submissions by tracking where visitors came from (Google Ads? Email campaign? Social media?) and logs the first page they landed on. This is crucial data for sales and marketing teams trying to assess lead quality.

Step 2: Send It to Your CRM

With the right data captured, it’s time to hand it off to your CRM — automatically, of course.

Using our dedicated plugins like:

• Gravity Forms to Pipedrive
• Ninja Forms to Pipedrive
• Formidable Forms to Pipedrive
• Gravity Forms to Zoho CRM

…you can create feeds that take the submitted form data and send it straight to your CRM, creating deals, contacts, organisations and more.

Each plugin supports mapping fields, custom fields, and conditional logic so that only the right leads go to the right place, every time.

Real-World Example: A Simple but Smart Funnel

Let’s say you’re running a lead gen campaign for a property development company:

1. Visitors click a Google Ad and land on your landing page.
2. They fill in a Gravity Form requesting a brochure.
3. Campaign Tracker logs the ad source and landing page.
4. Gravity Forms to Pipedrive plugin sends the lead into Pipedrive with all tracking data attached.
5. A salesperson follows up, already knowing the context of the lead.

No spreadsheets. No manual copy-pasting. Just a slick system.

There’s something satisfying about automation done right. With some helpful HelpForWP plugins, you can make sure your forms don’t just sit there collecting dust — they become active players in your sales process.

If you’re ready to take your WordPress forms from functional to formidable, browse our plugins or drop us a line — we’re always up for a chat about workflows!

Photo by Erik Mclean