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
Download & install the zip archive
The plugin package installer can be downloaded from the WP2E project tab called “code”.
1 – Select the version to download if this option is available otherwise the “latest” version of the main plugin will be used.
2 – After downloading the zip archive install the plugin package installer in you local environment and activate the script from the plugin list.
3 – Under the section “Plugins” of the admin dashboard you should see a new “Dependencies & Licenses” link. Follow the instructions from this panel to finalize the installation of the missing dependencies.
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- Give a name to your project
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- Download the Installer Package
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- Install & activate the plugin locally
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- Install the suggested dependencies
Tips: Use the WP2E panel to add/suggest new dependencies to the local installation. Press F5 in the list of dependencies if the changes are not displayed right away.