Gravity Forms Infusionsoft

Gravity Forms Infusionsoft | CRM Perks.

Description

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 -> Infusionsoft then create new feed.
  • Map required 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

Our free Infusionsoft/Keap Plugins

Need Infusionsoft/Keap Plugin for Woocommerce ?

We have Infusionsoft add-on for Woocommerce. Woocommerce Infusionsoft Plugin

Maybe because the installation process is relatively simple, the official website does not write a detailed installation process for the time being. If you encounter problems installing this plugin, you can solve it through search engines or comment below, I will try to help you solve it

Plugin author

CRM Perks.

Plugin official website address

https://wordpress.org/plugins/gf-infusionsoft/
If you encounter problems in using the Gravity Forms Infusionsoft plugin, you can comment below, and I will try my best to help you solve the problem

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