How to integrate Gravity Forms with Copper CR
Overview By utilizing the Advanced Form Integration ...
By utilizing the Advanced Form Integration plugin, you can seamlessly link Gravity Forms with CompanyHub. Once a user submits a form on your website, the plugin will transmit the relevant data to your CompanyHub account and generate a new contact.
Before starting, you are required to set up the CompanyHub API connection in plugin settings.
Once the API connection is done you can start creating new integration. Click on Add New under the AFI menu, New Integration page will appear.
A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one when there is multiple integrations setup.
Select Gravity Forms in the Form Provider dropdown. The Gravity Forms plugin must be installed and activated otherwise you won’t see it list
Select CompanyHub PRO in Platform dropdown.
Map Fields section will appear where you’ll be able to determine which fields to send. Map Email, First Name, Last Name, etc. fields with their similar field in sender platform. Finally, click the Save Integration button.
Conditional Logic
Please check the documentation on Conditional Logic .
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