Form CRM Integrations | Uplup

Connect your forms to email marketing platforms to automatically add subscribers and trigger email sequences when forms are submitted. Uplup integrates with 25+ email and CRM services.

Table of Contents

• How Email Integrations Work
• Supported Email Platforms
• Connecting an Email Service
• Enabling Integrations Per Form
• Setting Up Email Automations

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How Email Integrations Work

Uplup connects to external email marketing platforms to handle email notifications and automations. When someone submits your form:

1. Form data is sent to your connected email service(s)
2. The subscriber is added to your specified list/audience
3. Your email service handles any automations (welcome emails, sequences, etc.)

This approach lets you use the full power of dedicated email platforms for automations, templates, and deliverability.

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Supported Email Platforms

Uplup integrates with 25+ email marketing and CRM platforms:

Email Marketing Platforms

CRM Platforms (Premium)

• HubSpot
• Salesforce
• Freshworks CRM

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Connecting an Email Service

First, connect your email service at the account level:

1. Go to your Brand Settings
2. Click “Integrations”
3. Find your email platform and click “Connect”
4. Enter your API key or authorize via OAuth
5. Click “Save” to complete the connection

• What to capture: The Integrations settings page showing the grid of available email platforms.
• Show: Platform logos (Mailchimp, Klaviyo, etc.) with “Connect” buttons.

Finding Your API Key

Each platform has API keys in different locations. Generally:

• Mailchimp: Account → Extras → API Keys
• Klaviyo: Settings → API Keys
• ConvertKit: Settings → Advanced → API
• MailerLite: Settings → Integrations → API

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Enabling Integrations Per Form

After connecting a service, enable it for specific forms:

1. Open your form in the builder
2. Go to the “Integrations” tab
3. Find your connected email service
4. Toggle it ON
5. Select the list/audience to add subscribers to
6. Map form fields to your email platform’s fields (optional)

• What to capture: The Integrations tab for a specific form.
• Show: A connected service (e.g., Mailchimp) with toggle ON, list selector dropdown, and field mapping options.

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Setting Up Email Automations

Email automations (welcome emails, drip sequences, notifications) are configured in your email platform, not in Uplup.

Common Automation Workflows

Welcome Email to Form Submitters

1. In your email platform, create an automation triggered when a subscriber joins your list
2. Add a “Send Email” action with your welcome message
3. New form submissions automatically trigger this email

Notification to Your Team

1. Create an automation triggered on new subscriber
2. Add a “Notify” or “Send Internal Email” action
3. Enter your team’s email address

Email Sequence/Drip Campaign

1. Create a multi-step automation
2. Add delays between emails (e.g., Day 1, Day 3, Day 7)
3. Each form submission starts the subscriber on the sequence

Platform-Specific Guides

• Mailchimp: Create a “Customer Journey” or “Classic Automation”
• Klaviyo: Create a “Flow” triggered by “List Join”
• ActiveCampaign: Create an “Automation” with “Subscribes to list” trigger
• ConvertKit: Create a “Visual Automation” with “Joins form” trigger

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Related Articles

• All Form Integrations
• Success Page Configuration
• Form Analytics & Submissions