Coevera + WPForms

Coevera + WPForms integrations

Create leads in Coevera from new form entries in WPForms

Create a seamless workflow between WPForms and Coevera with this automation. Once activated, each new entry received in WPForms will generate a fresh lead in your Coevera account. This helps your sales and marketing teams respond quickly to potential business, ensuring no potential customer falls through the cracks.

When this happens...
New Form EntryTriggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create LeadCreate a new Lead.
ActionWrite

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More things you can do with WPForms and Coevera

Discover other triggers and actions you can use with WPForms and Coevera

- Form
  Required
Trigger
Instant
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- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
New Product
Triggers when a new Product is created.
Trigger
Instant
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- Select Owner
- Select Sales Unit
Trigger
Instant
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- Select Owner
- Select Sales Unit
Trigger
Instant
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- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
Updated Product
Triggers when a Product is updated.
Trigger
Instant
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Create Account
Create a new Account.
Action
Write
- Primary Account Position
Action
Write
Create Lead
Create a new Lead.
Action
Write
Create Product Line Item
Create a new Product Line Item.
Action
Write
- Activity Type
  Required
Action
Write
- Id
  Required
Action
Write
- Custom entity type
  Required
- Id
  Required
Action
Write
- Id
  Required
- Pipeline ID
- Step
Action
Write
- Id
  Required
Action
Write
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Primary Account Position
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search or write
- Search Type Operator
  Required
- Primary Account Position
Action
Search or write
- Search Type Operator
  Required
- Pipeline
  Required
- Step
  Required
Action
Search or write
- Search Type Operator
  Required
- Activity Type
  Required
Action
Search or write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity Name
  Required
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity Name
  Required
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity Type
  Required
Action
Write
- Custom entity type
  Required
Action
Write
- Pipeline
  Required
- Step
  Required
Action
Write
Create Product
Create a new Product.
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Primary Account Position
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Custom entity type
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
Action
Search
- Search Type Operator
  Required
- Activity Type
  Required
Action
Search or write
- Search Type Operator
  Required
Action
Search or write
- Search Type Operator
  Required
Action
Search or write

About Coevera

Coevera is a B2B sales CRM that combines visual pipeline management, Voyager AI, and workflow automation to transform how sales teams sell and grow revenue.

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About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.

Learn moreLearn moreHelpHelp

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Forms & Surveys

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