WP Gravity Forms Keap/Infusionsoft vs Gravity Forms + Sprout Invoices – Easy Invoice & Estimate Submissions

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

Speed up the process of getting paid! The Gravity Forms + Sprout Invoices plugin allows you to build an easy solution to creating dynamic invoices and estimates based on the prospective client’s form selections. Use Gravity Forms’ product fields or Sprout Invoices’ pre-defined line items to help create an estimate or invoice with the correct totals, and without you having to manage anything after submission. Invoice, Estimate / Quote, & Online Payments with Sprout Invoices Features If you’re not familiar with Sprout Invoices…it allows you to reduce the time spent fielding project requests, estimating projects, invoicing clients, & getting paid. WordPress Invoicing Made Easy Our focus since day one 4+ years ago with Sprout Invoices has been to create a way for WordPress site owners to invoice and EASILY get paid. We also understand that customization beyond branding is important, and that’s why we built the most POWERFUL solution with the most integrations around. Sprout Invoices allows you to create beautiful estimates and invoices for your clients in minutes — not hours. If you’re not familiar with WordPress templating than our knowledgebase and priority support can help. Even though our goal is to make getting paid easy, providing fast and reliable support is a priority. We don’t want any user to feel alone. Trust the reviews and join an awesome community of happy users. Sprout Invoices Pro This plugin is the lite version of the Sprout Invoices Pro plugin that comes with all the invoicing features you will ever need including recurring invoices, recurring payments, pre-defined line items, client dashboards, Stripe and many other payment processors, advanced reporting, hundreds of integrations (including Zapier) and a ton more. Click here to learn more about the best Invoicing plugin for WordPress now! Support Priority support is provided with an upgraded version. All free support will provided in the forums.