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1. Overview & System Requirements

The Gravity Forms NetHunt CRM Integration seamlessly unifies your WordPress website lead generation with NetHunt CRM—the premier sales pipeline and customer relationship management platform built directly inside Gmail and Google Workspace. When prospects fill out demo requests, contact forms, partner applications, or sales inquiries, this add-on automatically converts form entries into structured NetHunt CRM records, assigns pipeline stages, and attaches full conversation histories right inside your sales reps’ inboxes.

By automating lead capture directly into NetHunt folders, your sales and client success teams never have to leave Gmail to copy contact info, track deal values, or log initial customer inquiries. Inbound leads are instantly routed, qualified, and primed for rapid sales outreach.

2. Authentication & API Key Connection

The integration uses the official NetHunt REST API. You authenticate your WordPress installation by entering your personal or organization NetHunt API Key:

Retrieving Your NetHunt API Key

1. Log in to your NetHunt CRM account inside Gmail or the standalone web app.
2. Click the Settings icon (gear icon) in the top right navigation bar.
3. In the left sidebar, navigate to Integrations → API & Webhooks.
4. Click Generate New API Key and provide an identifier like Gravity Forms Lead Intake.
5. Copy the resulting API Key string.

Configuring Credentials in WordPress

1. In WordPress, navigate to Forms → Settings → NetHunt CRM.
2. Enter your NetHunt account email and paste your API Key into the corresponding field.
3. Click Save Settings. The add-on immediately pings NetHunt to validate the key and downloads your workspace folder taxonomy.
4. A green checkmark confirms the connection is active and ready for feed mapping.

3. Feed Configuration & Folder Mapping

In NetHunt CRM, data is organized into custom Folders (e.g., Leads, Contacts, Deals, or Companies). You can configure one or multiple feeds on any Gravity Form to target specific folders.

Setting Up a NetHunt Feed

• Target Folder Selection: Select the target NetHunt folder where submissions will be saved (e.g., Inbound Leads).
• Standard Field Mapping:
  • Contact Name: Map First and Last Name fields to the record title or contact fields.
  • Email & Phone: Map email and telephone numbers with support for multi-value arrays.
  • Company & Job Title: Map business organizational details directly to NetHunt organization attributes.
• Pipeline & Stage Selection: Choose the initial deal or lead stage (e.g., New Inbound, Qualified, or Discovery Scheduled).
• Deal Value & Currency: Map calculated pricing fields or budget dropdowns directly into NetHunt financial fields.
• Custom Field Synchronization: The add-on dynamically parses custom fields configured in your NetHunt folder (such as Industry, Source Campaign, Team Size, or Referral Code) and lets you pair them with any Gravity Forms field.

4. Advanced Workflows & Multi-Folder Synchronization

NetHunt CRM’s flexible relational model allows sophisticated sales workflows:

• Simultaneous Contact & Deal Creation: Use two feeds on a single form. Feed 1 creates or updates the Contact record in the Contacts folder. Feed 2 creates a new Opportunity in the Deals folder and automatically links it to the created Contact record.
• Conditional Sales Rep Assignment: Based on the form submitter’s country or requested service type, conditionally assign the record owner in NetHunt to dedicated account executives.
• Automated Comment & Task Logging: Pass full form messages and inquiry questionnaires as an initial activity comment or follow-up task on the created record timeline.

5. Error Handling & Troubleshooting Matrix

Refer to the following troubleshooting matrix for common NetHunt CRM integration codes:

6. Developer Extensibility & Filter Hooks

Developers can programmatically filter NetHunt record fields before dispatch:

/**
 * Filter: gform_nethunt_record_args
 * Purpose: Customize the record payload before dispatching to NetHunt CRM.
 * 
 * @param array $record_args The structured NetHunt record data.
 * @param array $form        The Gravity Forms form object.
 * @param array $entry       The submitted entry object.
 * @param array $feed        The NetHunt feed settings.
 * @return array Modified record arguments.
 */
add_filter( 'gform_nethunt_record_args', function( $record_args, $form, $entry, $feed ) {
    // Append UTM attribution parameters to NetHunt custom fields
    $source = rgar( $entry, '18' ); // Field 18: Lead Source
    if ( ! empty( $source ) ) {
        $record_args['fields']['LeadSource'] = sanitize_text_field( $source );
    }
    
    // Automatically set priority for enterprise domains
    $email = rgar( $entry, '3' );
    if ( strpos( $email, '.edu' ) !== false || strpos( $email, '.gov' ) !== false ) {
        $record_args['fields']['Priority'] = 'High Priority Institution';
    }
    
    return $record_args;
}, 10, 4 );

7. Frequently Asked Questions