WP Gravity Forms Keap/Infusionsoft vs Live Summary for 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

This simple and free plugin helps you to easily add a live summary to any gravity forms. No coding required. Simply check the fields you want to see and save your form. TRY DEMO HERE GET PRO VERSION HERE How to set it up Install the plugin The plugin has its own settings page since v1.1. Find it under Form > Settings > Live Summary Switch on the “Turn on summary” checkbox. Decide which fields to show in the summary by checking the checkbox in the field settings of each field that you want to show. Summary will now work Optional: Show a total at the bottom. This will automatically work if you add any product fields to the form. To turn this total off, simply go back to the settings page and toggle the switch that says “show total in summary” screenshot section Conditional logic supported Currently the following field types are supported in the free version: Single Line Text Paragraph Text Drop Down Number Checkboxes Radio Buttons Name Date time Phone Address Website Username Email Multi Select Product Total Shipping More fields are supported in the PRO version PRO version Currently available PRO features are: NEW: Added new setting for choice fields (radio, select, checkboxes) which allows you to display the choice label instead of its value NEW: Added support for hidden fields NEW: Added support for Section fields. NEW: Added support for EU VAT field NEW: Added support for coupon fields NEW: Support for Gravity Forms Ecommerce fields (subtotal, tax, discount) NEW: Added support for Jetsloth Image Choices Change the field label shown in the summary + mergetag support in label Setting to change the “nothing selected” text Add a custom css class to the field line in the summary Adds a new fieldtype to Gravity that will output a live summary anywhere in your form! Adds support for merge tags inside HTML fields. (currently only working in multi-page forms) Make the summary sticky on scroll (very helpful for longer forms) Easily change default labels (Title and Total) Change the side of the summary (right or left) Brand Styler to configure things like fonts, border settings, background settings and padding settings Show summary on the confirmation page (experimental setting) More things are possible with this plugin such as moving the button just under the summary or adding a logo above it for example. This and more can currently only be done with custom code snippets. I provide these snippets free for Pro customers. GET PRO VERSION HERE Other plugins from the same developer EU Vat for gravity forms: Easily calculate and validate European VAT (taxes) in gravity forms GET IT HERE HERE Coinbase Commerce for gravity forms: Accept cryptocurrency payments with Coinbase Commerce and Gravity Forms GET IT HERE HERE Compatible with Gravity forms 2.5 and up. Feature requests This is a relatively new plugin and I am looking into how I can make the plugin better. Do you have an idea for this plugin? Please let me know in the support tab or mail me directly. Found any bugs? Please let me know before leaving a bad review. Chances are high that I will be able to fix it! Hire Me Are you looking for a professional to do a gravity forms related job? I have several years of experience with gravity forms and much longer with coding. Find out more on my website