WP Gravity Forms Insightly
Gravity Forms Insightly Add-on automatically sends form submissions to Insightly when anyone submits a contact form. Learn more at crmperks.com Insightly Gravity Forms Add-on Setup Go to Forms -> Settings -> Insightly then add new account. Go to Forms -> select any form -> Settings -> Insightly then create new insightly feed. Map required Insightly fields to Gravity Forms form fields. Send your test entry to Insightly CRM. Go to Forms -> select any form -> Settings -> Insightly Logs and verify previously sent entries. Connect insightly account Connect Gravity Forms to Insightly account by safe and secure Oauth 2.0. Additionally, you can connect multiple insightly accounts to Gravity Forms. Mapping Insightly fields Simply select any Insightly object(Lead, Contact etc) then map gravity forms form fields to Insightly object fields. Manually send entries to Insightly Automatically Send gravity forms submissions to Insightly when user submits form. Also, you can manually send gravity forms enrtries to Insightly CRM. Filter Insightly Gravity Forms Entries Either send all gravity forms entries to Insightly or filter entries sent to Insightly based on user input. For example , only send that entry to Insightly which contains work email address. Send Data As Insightly object Notes if a contact form has fields which can not be mapped to any Insightly Object(Lead, Contact etc) fields, So you can send such fields as Insightly Object note. Insightly Gravity Forms logs View a detailed log of each gravity forms entry whether sent or not sent to Insightly and easily resend any gravity forms entry to Insightly CRM. Hubspot Error Reporting If there is an error while sending an entry to Insightly, an email containing the error details will be sent to the specified email address. Create Or Update any Object in Insightly If an Object(Lead, Contact etc) already exists in Insightly, update it otherwise create a new Object(Lead, Contact etc) in Insightly CRM. Premium Version Features. Following features are available in premium version Gravity Forms Insightly. Custom fields particularly Phone Number fields fields. Assign Lead Source and Status to any Lead in insightly. Assign Owner to any Insightly Object(Leads, Contacts etc). Assign Category to tasks, projects etc. Assign object(Organization, Contact, Opportunity etc) created by one feed to other feed object(Lead,Contact etc) in Insightly CRM. when a user submit a form, you can save gclid, utm parameters and Geo location. Assign Tags in insightly CRM. Lookup lead’s email and phone number using email or phone number lookup services when user submits a contact form. 20+ premium addons 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 Insightly Plugin for Woocommerce ? We have Insightly add-on for Woocommerce. Woocommerce Insightly
WP Gravity Forms Zendesk
Gravity Forms Zendesk Add-on automatically sends form submissions to Zendesk when someone submits a form. You can create a ticket or Contact in Zendesk. Learn more at crmperks.com Zendesk Gravity Forms Setup Go to Forms -> Settings -> Zendesk then add new account. Go to Forms -> select any form -> Settings -> Zendesk then create new feed. Map required Zendesk fields to Gravity Forms form fields. Send your test entry to Zendesk. Go to Forms -> select any form -> Settings -> Zendesk Logs and verify previously sent entries. Connect zendesk account Connect any gravity forms to Zendesk account by simply entering API key. Additionally, you can connect multiple zendesk accounts. Mapping Zendesk fields Simply select any Zendesk object(Contact, Ticket etc) then map gravity forms form fields to Zendesk object fields. Manually send entries to Zendesk Automatically Send gravity forms entries to Zendesk when user submits form. Also , you can manually send gravity forms submissions to Zendesk. Filter Zendesk Gravity Forms entries Either send all gravity forms entries to Zendesk or filter entries sent to Zendesk based on user input. For example , only send that entry to Zendesk which contains work email address. Zendesk Gravity Forms logs View a detailed log of each gravity forms entry whether sent or not sent to Zendesk and easily resend gravity forms entry to Zendesk. Send Data As Zendesk Ticket Notes if a contact form has fields which can not be mapped to any Zendesk Ticket fields, So you can send such fields as Zendesk Ticket note. Zendesk Error Reporting If there is an error while sending an entry to Zendesk, an email containing the error details will be sent to the specified email address. Create Or Update Contact in Zendesk If a Ticket already exists in Zendesk, update it/add new reply otherwise create a new Ticket in Zendesk. Premium Version Features. Following features are available in premium version Gravity Forms Zendesk Pro. Custom fields particularly Phone Number fields fields. Assign Tickets to Agents. Zendesk Ticket Attachments. Set Ticket Priority and Ticket Type. 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 Need Zendesk Plugin for Woocommerce ? We have Zendesk add-on for Woocommerce. Woocommerce Zendesk Want to send Gravity Forms data to a different crms We have Premium Gravity Forms add-ons for 20+ CRMs.View All CRM Extensions
