SureForms integration

Send SureForms forms straight to your CRM

Connect SureForms to DoubleScale: each submission creates or updates a contact, joins your lists and tags, and starts the follow-up automatically.

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Included in every paid plan
Runs on your WordPress site
Unlimited contacts

yoursite.com/wp-admin › DoubleScale

SureForms form submittedContact form · Homepage
Contact saved in DoubleScaleNoah Patel · noah@example.com
Workflow startedTag "Lead" and send a reply

Illustration. Your forms, fields and workflows appear here.

How it works

Connect a form in three steps

Everything is set in DoubleScale; your forms keep working as they do today.

1
Pick the form

In DoubleScale › Forms › Create, choose SureForms and the form you want to connect.
2
Match the fields

Map each form field to a DoubleScale contact field, choose lists and tags, and decide whether existing contacts are updated.
3
Follow up

Add the SureForms trigger in Automations to email, tag or assign each new lead.

What you get

Every submission, ready to follow up

One connection per form, with its own mapping, lists and tags.

Every SureForms form

Connect as many forms as you like, each with its own field mapping and settings.

Contacts from the fields

Map the fields once; each submission creates the contact, or updates it when you allow that.

Lists and tags

Add the contact to lists and tags as they submit, so the right campaigns reach them.

Double opt-in

Send the confirmation email before new contacts join your lists.

A SureForms trigger

Start a workflow when a chosen SureForms form is submitted.

Conditions on answers

Branch a workflow on what the visitor chose or typed in the form.

Contact settings

You decide what each form does

Field mapping: email, name, phone, address, company and your custom contact fields.
Existing contacts: update them with the new answers, or leave them as they are.
Lists and tags: added the moment the form is submitted.
Double opt-in: ask new contacts to confirm their email first.

SureForms merge tags

Every field of the form is a merge tag in the workflows it starts.

Name
Email
Phone
Message
Any field you add

Ideas to start with

Workflows to start with

Answer new leads fast

SureForms form submitted
Assign the contact to a sales rep
Send a reply email with their answers

Route by interest

SureForms form submitted
If "Service" is "Consulting"
Add the tag and create a deal

Nurture subscribers

SureForms form submitted
Add to the list "Newsletter"
Start a welcome email sequence

Works with

FAQ

SureForms integration questions

How DoubleScale works with SureForms.

Which DoubleScale plan do I need for SureForms?

The SureForms integration is included in every paid DoubleScale plan. Contact Form 7, WPForms, Fluent Forms and Quill Forms also work on the free plan.

Does a submission overwrite an existing contact?

Only when you turn on "Update existing contact" for that form. Otherwise a submission from an email you already have leaves the contact as it is.

Can I use the answers in emails?

Yes. Each form field is a merge tag in the workflows the SureForms trigger starts, so you can put any answer into an email, SMS or WhatsApp message.

Can one form start different workflows?

Yes. Several workflows can use the same form, and conditions on the answers decide which steps each submission takes.

Get started today

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