Gravity PDF

Overview

Using the Gravity PDF extension for Gravity Forms you can automatically generate PDFs from your Gravity Form entries. WP Fusion can then sync the URL to the PDF to a custom field on the corresponding contact record in your CRM.

For an overview on WP Fusion’s features with Gravity Forms, see this documentation page.

Setup

First configure your PDFs for your form, and then create a WP Fusion feed.

Underneath the form field mapping interface will be a heading, PDF URLs. For each PDF associated with the form, you can select a corresponding field in your connected CRM.

Now when the form is submitted, WP Fusion will create a contact record in your CRM for the lead, and the URL to the generated PDF will be synced to the selected custom field.

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