GravityView

#Overview

WP Fusion integrates with GravityView to apply tags to contacts in your CRM when Gravity Forms entries are marked approved with GravityView.

#Setup

First create a WP Fusion feed for your form using our Gravity Forms integration. When GravityView is active WP Fusion will display a new setting for Apply Tags – Approved.

Screenshot of a settings page featuring options to apply tags for WP Fusion CRM integration. The first field displays Form Submission, and the second shows Entry Approved. An unchecked Opt-In Condition checkbox, labeled Enable Condition, sits above a blue Update Settings button.

Here you can specify any tags that should be applied when entries are approved.

#Usage

A table lists names with options to select status icons. The first column has stars, the second displays different names, and the third shows Arturo2222. With seamless WP Fusion CRM integration, status options like checkmarks, crosses, and circles are easily selected.

When an entry is marked as approved (either a single entry or via bulk edit), WP Fusion will apply the specified tags to the contact record in your CRM that was created during the initial form submission.

#GravityEdit

When editing Gravity Forms entries using the GravityEdit extension, WP Fusion will automatically sync any updated form entries to the corresponding contact record in your CRM.

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These features require a

Personal

license of WP Fusion

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