Form Integrations – CRM, Analytics, Payment, Scheduling | Uplup

Connect your forms to the tools you already use. Sync submissions to CRM platforms, track analytics, accept payments, and schedule appointments.

Table of Contents

• Accessing Integrations
• CRM Tab
• Analytics Tab
• Payment Tab
• Scheduling Tab

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Accessing Integrations

To configure integrations for your form:

1. Open your form in the builder
2. Click the “Integrations” button in the top navigation
3. The Integrations modal opens with 4 tabs: CRM, Analytics, Payment, and Scheduling
4. Click an integration to connect and configure

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CRM Tab

Sync form submissions with your email marketing and CRM platforms. When a user submits your form, their information is automatically sent to your connected platform.

Supported CRM Platforms (23+)

What Gets Synced

• Contact info – Name and email from form fields
• Custom fields – Map form fields to CRM properties
• Tags – Auto-tag contacts based on form submissions

Connecting a CRM

1. Click “Connect” next to your CRM
2. Authorize access (OAuth or API key depending on platform)
3. Select the list or audience to sync to
4. Map form fields to CRM fields
5. Click “Save Changes”

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Analytics Tab

Track form performance and user behavior with analytics integrations.

Supported Analytics Platforms

• Facebook Tracking Pixel – Track form views and submissions for Facebook ad optimization
• Google Analytics (GA4) – Send events to Google Analytics for detailed form funnel analysis

Events Tracked

• Form page view
• Form started
• Form submitted
• Lead captured (when email is collected)

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Payment Tab

Accept payments directly through your forms.

Supported Payment Processors

• Stripe – Accept credit cards, debit cards, and digital wallets with industry-leading security

Setting Up Stripe

1. Click “Connect” next to Stripe
2. Authorize your Stripe account
3. Add a Payment field to your form
4. Configure products and prices in the field settings

See the Payment field in Field Types Reference for details.

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Scheduling Tab

Let users book appointments after completing your form.

Supported Scheduling Platforms

• Calendly – Embed your Calendly scheduling widget after form submission
• Google Calendar – Coming Soon
• Outlook Calendar – Coming Soon
• Microsoft Calendar – Coming Soon

Use Cases

• Contact forms that schedule follow-up calls
• Quote request forms with consultation booking
• Application forms with interview scheduling

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Related Articles

• Form Settings & Configuration
• Field Types Reference
• Quiz Integrations