Integrate Dynamics 365 CRM vs Gravity Forms Keap Feed

Enable Dynamics 365 CRM integration with WordPress The Integrate Dynamics 365 CRM plugin enables seamless bi-directional data synchronization between WordPress and Dynamics CRM objects, i.e., syncing data from WordPress object to Dynamics CRM object and vice-versa, ensuring seamless integration with Dynamics 365 CRM and Business Central. Key Features | Pricing | Setup Guides | Integrations | WooCommerce Dynamics CRM Check our step-by-step video guide for effortless configuration. Streamline your bi-directional synchronization process in minutes. To check out additional resources you can click here. [https://youtu.be/6Igj4CiRNww&t=1s] The Dynamics 365 CRM integration plugin enables seamless object data synchronization between WordPress and various Dynamics 365 platforms, including Dynamics 365 Sales, Dynamics 365 Business Central, and other Dynamics 365 applications. This integration ensures smooth, bi-directional data sync from your WordPress site to Dynamics 365 CRM applications, including Dynamics 365 Business Central. The plugin uses Microsoft Dynamics 365 Web API to fetch this data from Microsoft Dynamics 365 platforms, making the Dynamics CRM integration fully homogeneous. All records in your Dynamics CRM will be created/updated/deleted when the data in WordPress (WP) is saved, updated or deleted, ensuring a seamless sync between WordPress, Dynamics 365 CRM and Business Central. Aside from syncing WordPress data objects and Dynamics CRM data objects, Integrate Dynamics 365 CRM plugin also enables integrations with form builders such as Gravity Forms, Contact Forms 7, as well as eCommerce apps like WooCommerce. Thereby, WooCommerce Dynamics CRM Integration allows you to sync all form data and custom objects with your Dynamics 365 CRM applications, including Dynamics 365 Business Central, as well as sync your WooCommerce order data, purchase history, sales data, and other details. Integrations WooCommerce Dynamics CRM Integration: Using the WooCommerce Dynamics CRM Integration sync all of your sales data, order data, inventory data for inventory management, purchase history, and all user data from WooCommerce to your Dynamics 365 CRM Sales app/any Dynamics 365 CRM app, ensuring that Dynamics 365 CRM and Business Central remains updated with all necessary information. Contact Forms 7 Integration: Enable Contact Form 7 integration with Dynamics CRM to sync all input data from Contact Form 7 forms to their respective Dynamics 365 app fields, thereby completing an easy customer onboarding cycle with Dynamics CRM Integration. Also making sure that Dynamics 365 CRM and business central is always in sync with the latest customer data. Gravity Forms Integration: Integrate Gravity Forms with Dynamics 365 to seamlessly send all form data, custom objects input by users into your Dynamics 365 instance, for easy lead generation, lead sync, contact sync, account sync using Dynamics CRM Integration, ensuring that all Dynamics 365 CRM and business central processes are efficiently managed. Key Features Connect Dynamics 365 CRM: Deep integration with all Dynamics 365 apps for Sales, Service, Marketing, HR, Commerce, etc, using the Dynamics CRM Integration while ensuring that it remains the central hub for all customer data management. Dynamics 365 CRM Online/On-premise app: Support for Dynamics 365 CRM Online/On-premise applications makes sure that Dynamics CRM and business central remains fully operational and integrated regardless of the deployment type. Real-time sync: Real-time Sync uses Microsoft’s Web APIs to automatically sync record changes (create/update/delete) between WordPress and Dynamics CRM in real-time, utilizing the Dynamics CRM integration. Bi-directional data sync: Enable efficient bidirectional object data sync between WordPress and Dynamics 365 CRM, i.e. WP to Dynamics CRM Sync and Dynamics CRM to WP Sync with Dynamics CRM integration. Web-to-lead forms integrations: Full integration with popular WordPress apps such as Contact Forms 7 & Gravity Forms for easy lead generation, leads sync, custom object data synchronization and more with Dynamics CRM integration. WooCommerce integration: Easily connect WooCommerce to sync all of your WooCommerce data whenever your customers purchase your products. Dynamics 365 Sales Support: Sync all CRM Objects like contacts, accounts, leads, etc. from Dynamics 365 Sales to WordPress through Dynamics CRM integration. Dynamics 365 Business Central Support: Sync inventory data like orders, products, customer, purchase history, refund sync between WordPress and Dynamics Business Central application with Dynamics CRM integration. Documentation Documentation for Dynamics 365 CRM – WordPress (WP) Integration Plugin: Here you can get the help of the Integrate Dynamics 365 CRM plugin documentation with ensured content and expectations. Website Check out our website for other plugins http://miniorange.com/plugins or click here to see all our listed WordPress plugins. For more support or info email us at [email protected] or Contact us.

The best Keap feed for Gravity Forms. Integrates Gravity Forms with Keap (formerly Infusionsoft) CRM, allowing form submissions to be automatically sent to your Keap CRM account. Features Easily create contacts under certain conditions For example, Contact creation occurs only when the visitor enters an email address. Affiliate tracking Give your affiliates a link containing their Affiliate code to a Gravity Form. Keap will record the link click. Leadsource assignment Assign leadsources to a Keap contact. Duplicate checking Duplicates will be updated or created. Check on: Company, Name, Email Name, Email Email Upload to Contact Filebox Optionally upload files to a Contact’s filebox using a form upload field. Combine fields Avoid assigning too many Keap custom fields. Combine values from multiple Gravity Form fields into one Keap custom Contact field. Conditional or Unconditional API Goals Trigger an Keap campaign based on submitted form values or on every Gravity Form submission. Feed export and import Gravity Forms’ Form Export/Import service includes Feed definitions. Configuration See Configuration for configuration instructions. Deactivate Use the following process to disable the plugin and clear the custom field cache: Plugins > Systasis GF Infusionsoft Feed > Deactivate Uninstall This process deletes all feeds, clears all caches and deactivates the plugin. Use this process when you suspect the plugin is not operating correctly and you want to delete all feeds. This process deactivates the plugin, it does not delete the plugin from the WordPress environment. Use the following process to delete all feeds and Deactivate the plugin. Plugins > Systasis GF Infusionsoft Feed Settings > Uninstall Add-On Delete You must Deactivate or Uninstall the plugin before performing this process. Use the following process to remove the plugin from the WordPress environment: Plugins > Systasis GF Infusionsoft Feed Delete Additional Info Clear Cache Due to Keap API usage limits, Gravity Forms stores Keap custom fields data for twelve hours. If you make a change to your custom fields, you might not see it reflected immediately due to this data caching. Navigate to Gravity Forms Settings > Systasis Gravity Forms Feed Add-On Click the “Clear Custom Fields Cache” button Affiliate Field Type The Feed Add-On supports affiliate tracking using a custom field type. The purpose of this field is to extract an Affiliate Code or ID from the URL, and send it to Keap via its link tracking service. You will use this field as follows: Add an instance of it to a Gravity Form Configuring the resulting field to indicate the name of the URL query variable Step One: Add an Affiliate field Find the Affiliate ID field in the “Advanced Fields” section The Affiliate Id field is a hidden field on your form Add the field to a form like any other field, usually at the top of the form. Step Two: Configure an Affiliate field The only configuration required for an Affiliate` field is to name the URL query parameter. The presence of this field triggers the Feed Add-On to create a link tracking record for the Affiliate in the newly created or updated Contact. Open the field’s configuration panel, then click the “General” tab Change the Field Label value to “Affiliate Code” from “Untitled” Click the “Advanced” tab Enter the name of the URL query parameter in the “Parameter Name” setting Name the field “affiliate” when the form will be loaded by an Infusionsoft Referral Partner link, found on the Referral Partner Center. The name choice is yours to make when the form will be loaded via links you create in emails or other web pages. Data Type Mapping Describes how Gravity Forms data types map to Keap data types. These are suggested GF types. The GF Single Line Text data type will map to any Keap data type. For example, Keap will not store a Single Line Text with the value “32-Jan-2018” as a Date data type. Keap data types that do not define value choices will reject a bad value when that value is out of range. Keap data types that define value choices will accept any value even when that value is not in the choice list. Keap Gravity Forms Comment ------------- ------------ ------- Contact File Box File Upload Currency Number 2 decimal places Date Date Date/Time N/A Day of Week Drop Down Use numbers 1 - 7 as values See Note 1 Number Use GF min/max Decimal Number Number Drilldown N/A Dropdown Drop Down Email Email Month Drop Down Use numbers 1 - 12 as values See Note 1 Number Use GF min/max List Box Multi Select Name Name (Full) Percent Number Phone Number Phone Radio Radio Buttons Social Security Number N/A State Drop Down Use two-letter state abbreviation as values See Note 1 Text Single Line Text 255 characters Text Area Checkboxes \ Drop Down \ Multi Select > 64,000 characters, csv list of selected options Radio Buttons / See Note 1 / See Note 2 Text Area Paragraph Text 64,000 characters User N/A User List Box N/A Website Website Whole Number Number Round half away from zero Year Drop Down See Note 1 Number Use GF min/max Yes/No Checkboxes \ See note 3 Drop Down \ See Note 1 > Yes = 1, No = 0 Radio Buttons / 1 Ensure the default value is the empty value; make the first entry an empty value. 2 Map combineable fields using the “Combine Fields” feature and setting the CSS class on the field’s Appearance tab. Use the Keap Text Area datatype to store more than 255 combined characters. 3 For opt-in, consider a Checkbox with a single option value “Yes”