Using Gravity Forms to capture your leads (as Contacts or Deals ) in Salesmate
Gravity Forms is the Easiest Tool to Create Advanced Forms for Your WordPress Powered Website.
- To get started, install Gravity forms plugin for Wordpress
- Now install the Gravity form add-on for Salesmate CRM
- Create a form
- Click settings and map your Salesmate link details like domain, app access key, private key and session token.
- You can fetch these details from My Account > API / Access Key
- Click Forms > For a form, under settings click salesmate
- Add a Salesmate feed by clicking Add New
- Configure the feed to add a contact or a deal
- You can also apply conditional logic for creating a contact or a deal
- Click Update Settings to create set the form feed
- That's it! You have successfully integrated gravity form with Salesmate
- Any submission on this form will be created as a Contact or a Deal inside Salesmate.