WP Gravity Forms Insightly vs Add-On for Zoom Registration and Gravity Forms

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

This plugin adds a “Zoom Registration” feed to your Gravity Forms. Although it was created specifically for the Webinars feature on Zoom, it will also work with regular Meetings. Updated to work with Server-to-server OAuth. Originally developed by Michael Bourne as “Gravity Forms Zoom Webinar Registration.” This is the same plugin modified for release on the WP Plugin Repository. We had to change the name per guidelines. Requirements A WordPress.org based website The Gravity Forms plugin A Zoom account, Pro plan or higher Recommended: the Webinar add-on for your Zoom account A Server-to-Server OAuth Application created for your own Zoom account WordPress version 5+ PHP version 8.0+ Third-Party Services This plugin integrates with the Zoom API to facilitate registration for webinars and meetings. By using this plugin, you acknowledge that certain data will be transmitted to Zoom in order to create and manage webinar registrants. Circumstances Under Which Data is Sent: When a user submits a registration form, the plugin sends the registrant’s information (e.g., name, email) to Zoom to create a new registrant for the specified webinar or meeting. Links: • Zoom API Documentation: Zoom API Documentation • Zoom Privacy Policy: Zoom Privacy Policy • Zoom Terms of Service: Zoom Terms of Service For any concerns regarding data transmission and processing, please refer to the links above to understand how your information is handled by Zoom. Usage After installation, go to Gravity Forms > Settings > Zoom Webinar. Enter your Server OAuth App Account ID, Client ID, and Client Secret. These apps are free to create, take only 5 minutes, and don’t need to be published. Fill in all three fields and hit Save. Follow the directions on the Zoom API docs carefully. You’ll need to edit roles in Zoom settings and create the app. Your user role and app must have the meeting:write:admin and webinar:write:admin scopes. If you are having issues, you may need to add the following scopes: meeting:write:registrant:admin and meeting:read:list_meetings:admin. Ensure the Server-to-Server OAuth App in Zoom is active before using this addon. For the form you’d like to use for registrations, go to Settings > Zoom Webinar. Add a new feed, give it a name, choose the meeting type, enter your Meeting ID, and match registration fields accordingly. First name, last name, and email are required fields. Enable registrations on your meeting if using that instead of webinars. We strongly encourage enabling logging in Gravity Forms settings when testing this add-on. Constants By default, this plugin will ask for your Account ID, Client ID & Secret in the Gravity Forms settings. Users wanting more control can specify these as constants: GRAVITYZWR_ACCOUNT_ID, GRAVITYZWR_CLIENT_ID, and GRAVITYZWR_CLIENT_SECRET. Payments This add-on supports delayed payment through the Gravity Forms PayPal add-on. Charge for registrations via PayPal, processing the Zoom Registration feed only upon successful payment. Read more here. Migrating from Old Plugin This plugin uses the same text domain as the other one by Michael Bourne, so all of the settings and webinar feeds that you previously set up will remain. All you need to do is install and activate this plugin while the other one is activated. No need to set everything up again. 🙂