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Plugin 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 -> 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
Our free Infusionsoft/Keap Plugins
Need Infusionsoft/Keap Plugin for Woocommerce ?
We have Infusionsoft add-on for Woocommerce. Woocommerce Infusionsoft Plugin
Screenshots
Connect your Infusionsoft Account to Gravity Forms.
Map required Infusionsoft fields.
Gravity Forms Infusionsoft crm logs.
Manually Send Gravity Forms entry to Infusionsoft crm.
Get Customer’s email and phone infomation from Full Contact(Premium feature).
Get visitors’s gclid , utm parameters, geolocation, browser and OS (Premium feature).
