WP Gravity Forms Keap/Infusionsoft vs Gravity Forms

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

The Email Blacklist Add-on for Gravity Forms was built to help block submissions from users with generic or competitors email addresses. Prevent the user from processing the form and stop non-qualified leads from being collected. This plugin allows site admins to create a list of domains that if used in an email field on a Gravity Form it will cause a validation error and block the submission. A default email blacklist and validation message can be created to use across all email fields. These default settings can be overridden on a per email field basis. Global settings can be added on ‘Forms’ > ‘Settings’ > ‘Email Blacklist’. To add settings to an individual email field, select the field and navigate to the ‘Advanced Settings’ tab. This plugin works by blocking either individual email addresses (ex. [email protected]), email address domains (ex. gmail.com), and/or email address top-level domains (ex. *.com). Feel free to contribute on github. Instructions Global Blacklist Settings Once set up, these settings will be used on all email input fields across all the Gravity Forms used on the site. They can be overridden by the individual email blacklist settings below. Once Logged into your site navigate to ‘Forms’ > ‘Settings’ > ‘Email Blacklist’ In the ‘Global Blacklisted Emails’ input enter a comma separated list of blacklisted domains (ie. hotmail.com), email addresses (ie. [email protected]), and/or include the wildcard notation to block top-level domains (ie. *.com). This setting can be overridden on individual email fields in the advanced settings. In the ‘Global Validation Message’ input enter a default error message if a blacklisted email is submitted. This setting can be overridden on individual email fields in the advanced settings. Select the ‘Global Invalid Entry Procedure’ to determine how the blacklisted submissions should be handled, with validation error or collected and marked as spam. Click the ‘Update Settings’ button to save the settings. Individual Email Input Blacklist Settings Once set up these settings will be used on this form only and in place of the global blacklist settings above. Once Logged into your site navigate to the Gravity Form you would like to update. Add or update an existing email input field on the form. Go to the ‘Advanced Settings’ tab for the ‘Blacklisted Emails’ input. In the ‘Blacklisted Emails’ input enter a comma separated list of blacklisted domains (ie. hotmail.com), email addresses (ie. [email protected]), and/or include the wildcard notation to block top-level domains (ie. *.com). This will override the globally defined blacklisted emails setting. Enter ‘none’ to bypass the global setting and allow all email addresses. In the ‘Blacklisted Emails Validation Message’ input enter an error message if a blacklisted email is submitted. This will override the globally defined error message. Select the ‘Invalid Entry Procedure’ to determine how the blacklisted submissions should be handled, with validation error or collected and marked as spam. Click the ‘Save Form’ button to save the settings. Additional Resources Gravity Forms Documentation – Getting Started Gravity Forms Documentation – Email Input Fields Gravity Forms Documentation – Fighting Spam