WPForms
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Gravity Forms Keap/infusionsoft Add-on sends Gravity Forms entries to infusionsoft/Keap CRM.
WP Gravity Forms Keap/Infusionsoft is a WordPress plugin that integrates Gravity Forms with the Infusionsoft/Keap CRM. It automatically sends form submissions to your Infusionsoft/Keap account, allowing for streamlined data management. You can also filter which entries are sent based on user input and manually send submissions if needed.
The plugin requires you to connect your Infusionsoft/Keap account securely using OAuth 2.0 and allows for mapping Gravity Forms fields to Infusionsoft/Keap fields. It includes features such as error reporting and detailed logs of submissions, making it suitable for users who need to manage customer data effectively through forms.
Best for: This plugin is best for users who utilize Gravity Forms and need to manage customer data with Infusionsoft/Keap CRM.
What it does well
Where it falls short
WP Gravity Forms Keap/Infusionsoft offers essential integration features for users of Gravity Forms and Infusionsoft/Keap. It provides a straightforward solution for managing form submissions within a CRM context.
CRM Perks's own description of WP Gravity Forms Keap/Infusionsoft, lightly tidied.
Gravity Forms infusionsoft Add-on automatically sends form submissions to Infusionsoft/Keap CRM when someone submits a form. Learn more at crmperks.com
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.
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