WP Gravity Forms Zoho CRM and Bigin vs Live Summary for Gravity Forms

Easily create or update lead, contact or any other object in Zoho crm/bigin when an entry is created in Gravity Forms. Learn more at crmperks.com Gravity Forms Zoho CRM/Bigin Setup Go to Gravity Forms -> Settings -> Zoho CRM then add new account. Go to Gravity Forms -> select any form -> Settings -> Zoho CRM then create a new feed. Map required Zoho CRM fields to Gravity Forms form fields. Send your test entry to Zoho CRM. Go to Gravity Forms -> select any form -> Settings -> Zoho CRM Logs and verify all previously sent entries. Connect Zoho CRM account Connect any gravity forms form to Zoho CRM by safe and secure Oauth 2.0. Also you can connect multiple Zoho CRM accounts to Gravity Forms. Map Zoho CRM fields Field mapping is easy. Select required Zoho Object(Contacts, Company, Order, account, case, Opportunity etc) , select a zoho field then select related Gravity Forms field. Filter gravity forms entries Filter gravity forms form entries sent to Zoho CRM based on user input. For example , only send contact form entry to Zoho CRM which contanin work email address. Manually send to Zoho CRM Automatically Send gravity forms entries to Zoho CRM when user submits a form. You can manually send gravity forms entries to Zoho CRM by clicking “Send to Zoho” button. Zoho CRM logs View a detailed log of each gravity forms entry whether sent (or not sent) to Zoho CRM and easily resend any gravity forms entry to Zoho CRM. Send Data As Zoho CRM object Notes Sometime you have form fields which can not be mapped to any zoho field. So you can send such gravity forms fields as Zoho CRM Object(contact, account, lead, case, deal etc) notes. Error Reporting If there is an error while sending data to Zoho CRM, an email containing the error details will be sent to the specified email address. Create Or Update Contact in Zoho CRM If a contact,lead,account already exists in Zoho CRM , update it otherwise create a new object in Zoho CRM. Premium Version Features. Following features are not available in Pro version only Gravity Forms Zoho CRM Plugin. Custom modules of Zoho CRM, Custom fields and particularly Phone Number fields. Add Lead or Contact to any Campaign. Set Lead Source and Status in Zoho CRM. Assign one Object to other. For example assigning a contact to a case Assign Object(Contact, Lead etc) Owner to any Object in Zoho CRM. When any user submits a form , you can track gclid, utm parameters and Geolocation. Lookup lead’s email and phone number using popular email and phone lookup services when anyone submits a contact form. 20+ premium addons Need Zoho Plugin for Woocommerce ? We have a Woocommerce connector for Zoho CRM, Books, Invoice, Inventory. Woocommerce Zoho Integration Why Gravity forms Zoho CRM add-on by CRM Perks Gravity Forms has official Zoho crm addon which is good but it lacks some features like custom modules. Our Gravity forms Zoho CRM add-on has all features and uses latest version of Zoho API. Free version of Gravity forms Zoho CRM add-on Easily integrate Gravity Forms to Zoho CRM with this free Gravity Forms Zoho CRM add-on. You can Create/Update a contact, account, case, Opportunity or Order in Zoho CRM crm when any user submits a form. Want to send Gravity Forms data to other crms We have Premium Extensions for 20+ CRMs.View All CRM Extensions

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