Gravity Forms Keap Feed vs WP Fusion Lite – Marketing Automation and CRM Integration for WordPress

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”

WP Fusion Lite synchronizes your WordPress users with leading CRMs and marketing automation systems, keeps user profiles in sync with CRM contact records, and lets you protect site content based on CRM tags. Features Automatically create new contacts in your CRM when users register in WordPress Restrict access to site content using tags and lists in your CRM Synchronize any WordPress user data with custom fields in your CRM Apply tags when users register Import contacts from your CRM as new WordPress users and generate passwords for them Export WordPress users to your CRM as contact records Track visitor activity using your CRM’s tracking scripts (with supported CRMs) WP Fusion is a critical tool in our toolkit for our clients, and we VERY strongly encourage our clients to use WP Fusion if they have any kind of CRM. The software is top notch, and the support team is fast and friendly. Nothing but love for WP Fusion from my team here at House Trevethan. Allen Trevethan – House Trevethan Lite Version This is a free version of WP Fusion. WP Fusion Lite synchronizes your registered WordPress users with your connected CRM, including their name and email address. It does not apply tags based on purchases or course activity, sync form entries, sync customers, or detect any data generated by other plugins. For integration with WooCommerce, LearnDash, Gravity Forms, Elementor and over 100 other popular WordPress plugins, check out one of our paid licenses. Benefits ⚡ Replace Zapier, Integromat, and other integration tools. WP Fusion gives you a direct data sync between your site and your CRM, with no delays or limits. 🔒 Create easy to manage membership sites with drip-released content using timers and logic in your CRM. 💎 Personalize your site by displaying data from CRM contact records, and showing / hiding content based on a user’s CRM tags or lists. WP Fusion allows us to provide tailored customer experiences in WordPress that wow every time. Hundreds of plugins that used to be one size fits all, can now perform differently for each Ontraport contact. For example, a low scoring Ontraport contact can be presented with a winback customer journey in WordPress. This has allowed our clients to increase customer engagement and retention. It’s the only solution that should be considered for any WordPress integration. Josh Schleifer – Triple Canopy Docs and Tutorials 📦 Installation Guide 🔒 Controlling access to content with CRM tags 📝 Shortcodes 👀 Displaying CRM data in WordPress 🔥 Sync WordPress users with CRM contact records 🔑 Import users from your CRM and generate passwords 📤 Export users and metadata to your CRM 📈 Sync Google Analytics and other leadsource variables with your CRM 🏷️ Track user activity using tags 🔮 Auto login links WP Fusion builds a critical bridge between our WooCommerce powered ecommerce site and LifterLMS powered training site to our CRM ActiveCampaign. It was easy to set up. The technical support is above and beyond anything I’ve ever seen. What it does is clearly intelligently designed and well built. Chris Badgett – LifterLMS Supported CRMs and marketing automation platforms ActiveCampaign AgileCRM Autopilot Autonami Bento BirdSend Capsule Constant Contact ConvertKit Copper Customerly Customer.io Drift Drip EmailOctopus Emercury Encharge Engage EngageBay Flexie FluentCRM (same site or REST API) GetResponse Gist Groundhogg (same site or REST API) Growmatik HighLevel HubSpot Infusionsoft Intercom Jetpack CRM Kartra Kit Klaviyo Klick-Tipp Loopify MailChimp MailEngine MailerLite Mailjet MailPoet Maropost Mautic Microsoft Dynamics 365 MooSend NationBuilder Omnisend Ontraport Ortto Pipedrive Platform.ly PulseTechnologyCRM Quentn Salesflare Salesforce SendFox Sender.net SendinBlue Sendlane Tubular UserEngage WP ERP Zoho For more info on CRM compatibility, check out the compatibility table. WP Fusion is one of my secret weapons for getting WordPress to keep our member’s data synced with our CRM. This makes everything work so much better when you don’t have to worry about your members having issues logging into the member’s area. If you have or are considering having a membership website using WordPress this plugin is a must-have. It will save you hours of time and frustration. Greg Russell – SuccessTeam Marketing