Gravity Forms Batchbook

When contact details arrive through website forms, moving them into a CRM by hand can add extra work. Gravity Forms Batchbook transfers form submissions to Batchbook CRM, where businesses can manage contact records. It can create new contacts or update existing ones, keeping form activity connected to the contact management process.

The plugin supports multiple Gravity Forms and lets you map form fields to Batchbook contact fields. This gives site owners a way to send relevant information from different forms to the appropriate contact fields. Error notifications can alert you to data transfer issues, making the integration useful for businesses that collect leads or customer details through WordPress forms.

Features

• Send form submissions: Transfer Gravity Forms submissions to Batchbook CRM so contact information collected on your WordPress site is available in your CRM.
• Map contact fields: Match Gravity Forms fields with Batchbook contact fields to send relevant details to the corresponding places in a contact record.
• Connect multiple forms: Integrate several Gravity Forms with Batchbook, supporting sites that collect different contact details through separate forms.
• Create or update contacts: Use form submissions to create new Batchbook contacts or update existing contact records with submitted information.
• Receive error alerts: Get notifications about data transfer issues so you can identify when a form submission did not transfer as expected.

Best for

• Businesses collecting leads through WordPress forms
• Teams managing contacts in Batchbook CRM
• Sites using multiple Gravity Forms