Clientjoy + WPForms Integration

Integrate Clientjoy to WPForms in one click, or tell Integrately AI how you want each submission handled. Capture lead details, create your records in Clientjoy, update your tracking, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clientjoy
    Lead is created in Clientjoy Instant
  • Clientjoy
    Customer is created in Clientjoy Instant
  • Clientjoy
    Invoice is created in Clientjoy
  • Clientjoy
    Invoice is paid in Clientjoy Instant
  • Clientjoy
    Proposal is created in Clientjoy
  • Clientjoy
    Proposal is send in Clientjoy Instant
  • WPForms
    Form is submitted in WPForms Instant
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2.
  • Clientjoy
    Create lead in Clientjoy
  • Clientjoy
    Create customer in Clientjoy
  • Clientjoy
    Create Invoice in Clientjoy
  • Clientjoy
    Create proposal in Clientjoy

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Ready Workflows Ready Workflows for Clientjoy + WPForms Integration

Capture submissions, create leads, organise customer details, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
WPForms + Clientjoy Integration

Create Clientjoy contact for new WPForms form submission

Automatically creating Clientjoy contact for new WPForms form submission can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Clientjoy contact can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clientjoy + WPForms flow

Sync form responses with your broader tech stack to notify teams, update spreadsheets, and manage follow-ups. Pick a combination and activate it in one click.

Clientjoy
WPForms
+
WordPressWordPress (4)
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Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
MailchimpMailchimp (4)
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StripeStripe (4)
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TrelloTrello (4)
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Create a Clientjoy lead from every WPForms submission, and add a corresponding user in WordPress.
Every WPForms submission immediately creates a lead in Clientjoy and sets up a new user account in WordPress, removing manual data entry across your systems.
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When a WPForms submission arrives, create a customer in Clientjoy and publish a draft post in WordPress.
Turn every form submission into a Clientjoy customer record while creating a corresponding draft post in WordPress for review.
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Create a Clientjoy proposal from a WPForms submission, and publish a user update in WordPress.
Generate a proposal in Clientjoy for every WPForms submission and update user records in WordPress automatically.
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Use Claude to summarise WPForms submissions, create a Clientjoy lead, and publish a summary post in WordPress.
Use Claude to evaluate incoming WPForms submissions before creating a Clientjoy lead and posting the summary in WordPress.

Supported triggers and actions for Clientjoy and WPForms

Mix and match to build the exact automation you need

Clientjoy
Clientjoy Triggers & Actions
Instant
Lead is created in Clientjoy
Triggers the automation when a new lead is created
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Instant
Customer is created in Clientjoy
Triggers the automation when a new customer is created
Try it →
Invoice is created in Clientjoy
Triggers the automation when any invoice is added or modified
Try it →
Instant
Invoice is paid in Clientjoy
Triggers the automation when an invoice is marked as paid
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Proposal is created in Clientjoy
Triggers the automation when a new proposal is created
Try it →
Instant
Proposal is send in Clientjoy
Triggers the automation when a proposal is sent
Try it →
Create lead in Clientjoy
Generates new leads for potential customers
Try it →
Create customer in Clientjoy
Adds a new customer to the database
Try it →
Create Invoice in Clientjoy
Generates invoices for sales transactions
Try it →
Create proposal in Clientjoy
Generates a new proposal
Try it →
WPForms
WPForms Triggers & Actions
Instant
Form is submitted in WPForms
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with Clientjoy + WPForms?

Streamline your client acquisition workflow by connecting WPForms submissions directly to your Clientjoy CRM records.

What you can automate?
🔄
Sync WPForms submissions to Clientjoy leads automatically
Turn every form submission into a Clientjoy lead the moment it occurs. Eliminate manual data entry and ensure prospective client information reaches your sales team instantly.
📝
Capture every submitted form field in your CRM
Map all available WPForms answers into your Clientjoy records instead of just basic contact info. Ensure your team has full project details before initiating follow-up calls.
🔔
Alert your team immediately when inquiries arrive
Notify your sales channel the second a prospect submits an inquiry form. Keep response times fast and ensure every inbound opportunity is addressed promptly.
🔀
Route leads based on submitted form criteria
Send high-value project inquiries to senior sales reps while routing standard submissions to general queues. Automate conditional routing effortlessly.
🔄
Keep your CRM records continuously updated
Ensure client profiles reflect the latest form submissions and contact updates without requiring manual record edits across different software tools.
👥
Create customer accounts without duplicate entries
Convert website form submissions into verified customer records in Clientjoy. Prevent duplicate profiles and keep your agency database clean.
💳
Handle project proposals and invoice creation
Trigger Clientjoy proposals and invoice generation automatically from structured form submissions. Streamline your agency billing and contracting process.
📊
Extend your workflow to Google Sheets
Send your WPForms submission data to Google Sheets alongside your Clientjoy CRM records for comprehensive reporting and team analysis.
And much more...

Who is Clientjoy + WPForms integration for?

Connecting Clientjoy and WPForms removes manual data entry for teams managing client intake, proposals, and CRM updates.

Performance analysts
Performance analysts
Sales managers
Sales managers
Client account managers
Client account managers
Lead generation specialists
Lead generation specialists
Client success teams
Client success teams
Operations directors
Operations directors
📈
Performance analysts
You're tracking conversion metrics across your marketing campaigns but your CRM submission reports only update when someone manually exports form data, so the lead counts you're reviewing are always hours behind — automating both apps means every new submission lands in your pipeline instantly and your performance numbers stay accurate.
Sales managers
You need your sales reps to engage prospective clients immediately after a form submission, but leads sit unassigned in your inbox until someone notices them — with this integration, every new inquiry creates a CRM lead instantly and your team can follow up without delay.
🤝
Client account managers
You answer to agency stakeholders who expect immediate visibility into new client onboarding forms, but cross-referencing submissions takes hours — automating both apps means every new client record is created instantly and your reporting stays transparent.
📊
Lead generation specialists
The volume of inbound campaign submissions is too high for anyone to keep up by hand, leading to missed inquiries and delayed follow-ups — automating both apps means every form submission populates your CRM records without manual entry errors.
👥
Client success teams
You own the onboarding stage and depend on someone upstream to hand over submitted form details before you can start client outreach — connecting these apps means every customer record is created automatically the moment the form is submitted.
🗂️
Operations directors
You need a reliable audit trail of all inbound client requests, but manual copying between your website forms and CRM leaves gaps in your history — automating both apps means every submission is logged cleanly and your records remain complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Clientjoy + WPForms

Build and manage your Clientjoy + WPForms automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Clientjoy + WPForms with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clientjoy to WPForms?
Frequently Asked Questions
You can connect Clientjoy to WPForms in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation. It links your website forms with Google Sheets, Slack, Mailchimp, Stripe, and Trello instantly.
Can I automatically create Clientjoy leads from WPForms submissions?
Frequently Asked Questions
Can I connect Clientjoy, WPForms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientjoy and WPForms?
Frequently Asked Questions
How does Clientjoy handle contact data received from WPForms?
Frequently Asked Questions
Can I capture custom fields from WPForms into Clientjoy?
Frequently Asked Questions
Do I need coding skills to automate Clientjoy and WPForms?
Frequently Asked Questions
Is the Clientjoy and WPForms integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Clientjoy or WPForms With 1500+ Other Apps

Clientjoy
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WPForms
Popular WPForms Integrations
Sync WPForms with email marketing, database, and notification apps to capture form data and streamline your website workflows.
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