Sending a contact form to your CRM without Zapier
If your CRM is one the form plugin connects to directly, skip the middleman: one fewer subscription, one fewer login to expire, and one place to see whether each entry arrived. Keep Zapier or Make for services that need an OAuth app, such as Salesforce or Google Sheets, or for multi-step workflows.
What a direct connection saves
- Money — Zapier's task-based pricing adds up with a busy form.
- A failure point — a Zap turned off by a teammate, or a task limit reached, stops leads without any sign on your site.
- Visibility — the status of each delivery sits next to the entry in WordPress, not in a separate task history.
Direct connections in Mailbag Pro
Mailbag Pro, the paid add-on to Mailbag Contact Form, connects directly to HubSpot, ActiveCampaign, Brevo, Mailchimp, Kit and MailerLite with keys from your own accounts. Per form, you pick where entries go, map fields, add tags or lists, and can require the consent box. Each delivery is recorded on the entry.
When a webhook is still better
- The CRM needs an OAuth app: Salesforce, Microsoft Dynamics, Constant Contact, AWeber, Google Sheets.
- You want several steps: create a deal, notify a channel, add a row somewhere.
For those, Pro's webhook connection posts the entry as JSON to Zapier, Make or n8n, signed with your secret if you add one — see Zapier and Make and n8n.
Whichever route
The free plugin saves every entry first, and Pro watches every connection — direct or webhook — the same way: failing connections trigger an alert email at most once a day, and undelivered entries are retried for up to 7 days. See Mailbag Pro and pricing.
This is Mailbag Pro, the paid add-on to the free Mailbag Contact Form plugin. See what it costs, and what happens if you ever stop paying.
Mailbag Pro and pricing