Send Gravity Forms form submissions to infusionsoft CRM.
| Author: | CRM Perks. (profile at wordpress.org) |
| WordPress version required: | 3.8 |
| WordPress version tested: | 6.5 |
| Plugin version: | 1.2.1 |
| Added to WordPress repository: | 01-11-2018 |
| Last updated: | 07-04-2024 |
| Rating, %: | 98 |
| Rated by: | 38 |
| Plugin URI: | https://www.crmperks.com/plugins/gravity-form... |
| Total downloads: | 14 206 |
| Active installs: | 700+ |
 Click to start download |
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Gravity Forms infusionsoft Add-on automatically sends form submissions to Infusionsoft/Keap CRM when someone submits a form. Learn more at crmperks.com
Gravity Forms infusionsoft/Keap Add-on Setup
- Go to Forms -> Settings -> Infusionsoft then add new account.
- Go to Forms -> select any form -> Settings -> Keap/Infusionsoft then create new feed.
- Map required Keap/Infusionsoft fields to Gravity Forms form fields.
- Send your test entry to Infusionsoft CRM.
- Go to Forms -> select any form -> Settings -> Infusionsoft Logs and verify previously sent entries.
Connect infusionsoft/Keap crm account
Connect any gravity forms fields to infusionsoft-Keap account by safe and secure Oauth 2.0. Additionally, you can connect multiple Infusionsoft/Keap crm accounts.
Mapping Keap/Infusionsoft fields
Simply select any infusionsoft/Keap object(Contact, Company etc) then map gravity forms form fields to infusionsoft/Keap object fields.
Filter Gravity Forms Keap/Infusionsoft submissions
Either send all gravity forms entries to infusionsoft/Keap or filter entries sent to infusionsoft based on user input. For example , only send that entry to Keap/Infusionsoft which contains work email address.
Manually send entries to infusionsoft/Keap
Automatically Send gravity forms submissions to infusionsoft/Keap when user submits form. Also , you can manually send gravity forms submissions to infusionsoft/Keap.
Gravity Forms Keap/Infusionsoft logs
View a detailed log of each gravity forms submission whether sent or not sent to infusionsoft/Keap and easily resend gravity forms submission to infusionsoft/Keap.
Error Reporting
If there is an error while sending an entry to infusionsoft/Keap CRM, an email containing the error details will be sent to the specified email address.
Send Data As infusionsoft object Notes
if a contact form has fields which can not be mapped to any infusionsoft/Keap contact fields, So you can send such fields as infusionsoft/Keap contact note.
Create Or Update Contact in Infusionsoft/Keap
If a contact already exists in infusionsoft/Keap, update it otherwise create a new contact.
Premium Version Features.
Following features are available in premium version Gravity Forms Infusionsoft add-on Pro.
- Custom fields particularly Phone Number fields fields.
- Assign Tags to Infusionsoft Contacts based on user input.
- Infusionsoft Contact Attachments and affiliates tracking.
- when a user submit a form, you can save gclid, utm parameters and Geo location.
- Lookup lead’s email and phone number using email or phone number lookup services when user submits a contact form.
- 20+ premium addons
Gravity forms Keap/infusionsoft add-on
Easily integrate Gravity Forms to Infusionsoft-Keap crm with this free Gravity Forms Infusionsoft add-on. You can Create/Update a contact, company or Order in infusionsoft crm when anyone submits a contact form on your site.
Want to send Gravity Forms data to a different crms
We have Premium Gravity Forms add-ons for 20+ CRMs.View All CRM Extensions
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