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Sync Your Gravity Forms Submissions with Salesmate CRM Effortlessly

If you use Gravity Forms and want to send form submissions directly to Salesmate CRM, this add-on makes it simple. It automatically syncs your form data, helping you manage leads more efficiently and streamline your sales process.

Key features:

• Create multiple feeds to send Gravity Forms submission to Salesmate CRM
• Choose a target destination for each feed: Contacts, Deals, Companies, Accounts
• Map Gravity Forms fields to Salesmate CRM fields, including custom fields
• Use conditional logic to control when each feed triggers based on user input

How to use the Add-on

1. Install and Activate

• Download and install the plugin
• Activate it in your WordPress dashboard
• Log in to your Salemate account,
• Copy your Session Key / Session Token, and Subdomain

2. Connect to Salemate

• Go to the plugin Settings
• Enter your Subdomain and Session Key, then click Save Settings

3. Configure the Form

• Set up your Gravity Form fields to match your Salesmate modules – such as: Contact, Task, Company, Deal

4. Setup Feed setting

a. Feed Name

• Enter a name for your feed

b. Select module

• Choose the module that suits your needs

c. Mapping field

• Map each form field to the corresponding Salesmate fields

Example: module contact

d. Custom Field

• Map custom fields to your custom Salesmate fields

Example: module contact

e. Conditional Logic 

• Use conditional logic to control when each feed triggers based on user input
  

5. Create Multiple Feeds to send Gravity Forms submissions to Salesmate, simply click ‘Add New’ to create more feeds