WP Gravity Forms Dynamics CRM vs WP Gravity Forms Keap/Infusionsoft

Gravity Forms Dynamics CRM Add-on automatically sends form submissions to Dynamics CRM Online when someone submits a form. Learn more at crmperks.com Gravity Forms Dynamics CRM Add-on Setup Go to Forms -> Settings -> Dynamics CRM then add new account. Go to Forms -> select any form -> Settings -> Dynamics CRM then create new feed. Map required Dynamics CRM fields to Gravity Forms form fields. Send your test entry to Dynamics CRM. Go to Forms -> select any form -> Settings -> Dynamics CRM Logs and verify previously sent entries. Dynamics CRM On-premises Gravity Forms Dynamics CRM Add-on only supports Microsoft Dynamics CRM Online. Connect Dynamics 365 crm account Connect any gravity forms fields to Dynamics CRM account by safe and secure Oauth 2.0. Additionally, you can connect multiple Dynamics 365 crm accounts. Mapping Dynamics CRM fields Simply select any Dynamics CRM object(Contact, Company etc) then map gravity forms form fields to Dynamics CRM object fields. Filter Gravity Forms Dynamics CRM submissions Either send all gravity forms entries to Dynamics CRM or filter entries sent to Dynamics CRM based on user input. For example , only send that entry to Dynamics CRM which contains work email address. Manually send entries to Dynamics CRM Automatically Send gravity forms submissions to Dynamics CRM when user submits form. Also , you can manually send gravity forms submissions to Dynamics CRM. Gravity Forms Dynamics CRM logs View a detailed log of each gravity forms submission whether sent (or not sent) to Dynamics CRM and easily resend gravity forms submission to Dynamics CRM. Error Reporting If there is an error while sending an entry to Dynamics CRM, an email containing the error details will be sent to the specified email address. Send Data As Dynamics CRM object Notes if a contact form has fields which can not be mapped to any Dynamics CRM contact fields, So you can send such fields as Dynamics CRM contact note. Create Or Update Contact in Dynamics CRM If a contact already exists in Dynamics CRM, update it otherwise create a new contact. Premium Version Features. Following features are available in premium version Gravity Forms Dynamics CRM add-on Pro. Custom fields particularly Phone Number fields fields. Dynamics CRM custom objects. Assign object(Account,Contact etc) created by one feed to other feed object(Lead, Case) in Dynamics CRM. Add a lead to Campaign in Dynamics CRM. 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 Dynamics CRM add-on Easily integrate Gravity Forms to Dynamics CRM with this free Gravity Forms Dynamics CRM add-on. You can Create/Update a contact, company or Order in Dynamics CRM 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 Need Dynamics CRM Plugin for Woocommerce ? We have Dynamics crm add-on for Woocommerce. Woocommerce Dynamics CRM

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 Contact Form 7 Keap/Infusionsoft Keap/Infusionsoft WooCommerce Plugin Need Infusionsoft/Keap Plugin for Woocommerce ? We have Infusionsoft add-on for Woocommerce. Woocommerce Infusionsoft Plugin