The Gravity Forms Batchbook Add-On connects your WordPress forms to Batchbook CRM, automatically turning form entries into rich contacts and deals. Save time, eliminate manual data entry, and keep your sales pipeline updated with accurate, real-time information collected from your site.
- Seamless integration between Gravity Forms and Batchbook CRM
- Automatic contact creation and updates from form submissions
- Map form fields to Batchbook fields with flexible field mapping
- Create deals/opportunities directly from form entries
- Conditional logic to control when and what data is sent
- Support for custom fields in Batchbook
- Tag contacts based on user selections or form values
- Duplicate detection to prevent repeated records
- Assign contacts to lists or segments automatically
- Send historical entries via manual feed processing
- Real-time sync for instant CRM updates
- Detailed logging for troubleshooting and audits
- GDPR-friendly with opt-in conditional mapping
- Works with multi-page and advanced Gravity Forms fields
- Developer hooks and filters for custom workflows