CRM Integration
Automatically send form submissions to SkunkCRM as contacts and deals.
Why Connect Forms to CRM?
Most WordPress form plugins dump submissions into a table and call it a day. You end up exporting CSVs, copying emails, or manually adding contacts to your CRM. It's a mess.
SkunkForms + SkunkCRM changes that. Every form submission can automatically:
- Create or update a contact in SkunkCRM
- Create a deal in your sales pipeline
- Assign a tag for segmentation
- Trigger a task for follow-up
Zero manual work. A lead fills in your form, and they're already in your pipeline. Learn more about why your form plugin should have a built-in CRM, or see how to turn every submission into a trackable deal.
Setting Up the Integration
Prerequisites
- SkunkForms installed and activated
- SkunkCRM installed and activated (free version works)
Connect a Form
- Open any form in the editor
- Go to Settings → Integrations (in the sidebar)
- Toggle SkunkCRM on
- Configure the mapping:
| Form Field | CRM Field |
|---|---|
| Name | Contact Name |
| Contact Email | |
| Phone | Contact Phone |
| Company | Company Name |
| Message | Deal Notes |
-
Set additional options:
- Pipeline — which pipeline to add deals to
- Stage — starting deal stage (e.g., "New Lead")
- Tags — auto-apply tags (e.g., "website-lead", "contact-form")
- Owner — assign to a team member
-
Save the form
That's it. Next submission creates a contact and deal automatically.
Field Mapping
SkunkForms auto-detects common fields (name, email, phone) and maps them to CRM fields. For custom fields:
- Create the custom field in SkunkCRM first
- In the form integration settings, click Add Custom Mapping
- Map your form field → CRM custom field
Use consistent field names across forms. "Email Address", "email", and "Your Email" all work — but consistent naming makes mapping faster.
Duplicate Handling
When a submission comes in with an email that already exists in SkunkCRM:
- Contact — updated with any new info (won't overwrite existing data unless you configure it to)
- Deal — a new deal is always created (so you can track multiple enquiries from the same person)
- Tags — appended, never removed
What About Other CRMs?
Right now, the native integration is SkunkCRM only. For other CRMs:
- Webhooks — send form data to any URL (Zapier, Make, n8n, or direct API)
- Email notifications — get submissions by email and forward to your CRM
Native integrations for HubSpot, Salesforce, and others are on the roadmap. In the meantime, see our guide on connecting forms to your CRM without Zapier.