外掛說明
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
螢幕擷圖
常見問題集
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Need free Support?
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Our team provides free support at https://www.crmperks.com/contact-us/.
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How i can connect gravity forms to infusionsoft
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Gravity forms is a popular form builder, connecting infusionsoft to gravity forms is very easy with this free Gravity Forms infusionsoft add-on. When any customer submits a form, you can create/update a contact in infusionsoft crm.
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Gravity forms and infusionsoft
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You can easily connect Gravity forms and infusionsoft with this free plugin. When anyone submits a form, you can add this as a contact in infusionsoft.
使用者評論
參與者及開發者
變更記錄
1.2.2
- fixed tags issue in feed.
1.2.1
- fixed “mdy date format issue” issue.
1.2.0
- fixed “note title” issue.
1.1.9
- fixed “product fatal error” issue.
1.1.8
- fixed “undefined post function” issue.
1.1.7
- fixed survey addon fields.
1.1.6
- fixed Keap developer app issue.
1.1.5
- fixed xss issue.
1.1.4
- fixed developer app issue.
- fixed Primary key issue.
1.1.3
- fixed php8 issues.
1.1.2
- fixed “disable auto export” option.
1.1.1
- added “ID” as primary key.
- fixed affiliate Order field.
1.1.0
- added separate note title feature.
- fixed user_id issue for Note.
- fixed invalid url issue.
1.0.9
- fixed “CompanyName” field as primary key in “Company” object.
- fixed multiple file uploads
1.0.8
- fixed fileupload field.
- added custom app option.
1.0.7
- append notes to person notes field instead of notes list.
1.0.6
- fixed PhoneType error.
1.0.5
- fixed search fields of infusionsoft.
- added support for Order payment.
1.0.4
- fixed wrong infusionsoft redirect url.
- fixed optin filters.
1.0.3
- fixed xml parsing error for lead sources.
- fixed “updating a company is not working”.
- fixed owner assignment.
- fixed wrong data format.
1.0.2
- fixed “error while geting fields”.
1.0.1
- add new feature “Skip creating new entries in infusionsoft”.
1.0.0
- Initial release.