I have 2 distinct audiences, where we use a separate CRM to market to each. I want to have a form that a visitor can submit to signup for a newsletter. The form will have a radio button that allows the visitor to self-segment (choose which audience they are) and based on that detail, I would like to submit their contact info to one CRM or the other. To achieve this, I’ve thought about:
1. A form that collects their info and then uses the each CRMs api to submit their contact info for newsletter subscription.
2. Code on the page which, depending on which newsletter option they choose, alters the form itself to use the built-in functionality to submit to the appropriate CRM.
3. Collect all of the data in a wordpress form and then batch sync to each CRM based on the data submitted.
I can only perform very basic coding. Any recommendations on which method (or maybe another method) would work best?
I’m concerned that Option 3 will negate the built-in “cookieing” that take place via the CRMs underlying code. I’m also concerned that custom coding may cause issues with CRM updates down the road.
Which CRM? Gravity Forms makes this kind of setup much easier with their range of add-ons and integrations.
We have elementor pro and jotform for forms. CRMs are hubspot and brevo (formerly sendinblue). Jotform integrates directly with hubspot, but requires zapier for brevo. If this were easier to accomplish with another forms plugin, I would consider buying access.