Gravity Forms

Overview

WP Fusion integrates with Gravity Forms to send new form submissions to your CRM, allowing you to track and engage with leads. It also supports the Gravity Forms User Registration Add-on for user registrations.

Setup

First create a form in Gravity Forms and save it. Then you’ll be able to access the WP Fusion feeds list via the Form Settings menu.

 

Here you will be asked to create a new WP Fusion Feed.

Feed Settings

Once you have created a new feed WP Fusion will map your Gravity Form fields and allow you to sync them to your CRM.

You can also configure any tags you’d like to be applied when the Form is submitted.

Finally you have the ability to create conditional logic to decide if the feed runs on form submission. If any of the conditions are not met the form will be submitted but the feed will not run. You can have multiple feeds per form.

Here is a video showing the process.

Auto-login

If you have form auto login enabled in the WP Fusion settings, tracking cookies will be set when a guest user submits a form. This allows you to apply tags via a form submission and then use those tags on subsequent pages to grant access to content and track activity.

Pre-fill form fields

You can pre-fill Gravity Forms form fields with user data, and this also works with auto-login sessions. For example {user:first_name}.

For a reference, see the Gravity Forms documentation.

Note that the field names must be usermeta field names, not CRM field names (you can see your usermeta field names when looking at the Contact Fields list in the WP Fusion settings).

When the auto-login link is visited, any enabled fields are loaded from your CRM and cached in the corresponding user meta field keys in WordPress. It’s these fields that are then displayed by the {user:field_name} merge tag.

Note that for this to work correctly you must enabled Set Current User in WP Fusion’s auto-login settings.

Merge Fields

WP Fusion makes a {contact_id} merge field available for use in Gravity Forms notifications.

You can use this to include a link to the contact record in notification emails.

Syncing historical entries

If you already have existing Gravity Forms entries from before you installed WP Fusion, you can use a batch processing tool to export all of those entries to your CRM.

First configure your form feeds. Then navigate to Settings » WP Fusion » Advanced and scroll down to the Batch Operations section.

Select “Gravity Forms entries” from the list of options, and click Create Background Task.

WP Fusion will go through all of your historical entries, processing each according to the feeds set up on the corresponding form. A status bar will appear at the top of the page indicating the progress.

After each entry is processed it will be locked by WP Fusion so it can’t be exported again, to prevent duplicate data from going to your CRM.

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