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.