Gravity Forms SmartMoving Integration Setup Guide

Every moving quote request that sits in an inbox is a lead that can go cold. The Gravity Forms SmartMoving Premium Add-on sends each quote request from your website straight into SmartMoving as a new lead, with the customer, move date, move size, origin and destination addresses, service type and marketing source already filled in. Your sales team starts working the lead in SmartMoving within seconds, and nothing has to be retyped.

This guide walks you through connecting your SmartMoving account, building a feed, mapping your form fields, handling SMS consent, and fixing the most common delivery problems.

Step 1: Install and License the Add-on

1. In WordPress go to Plugins → Add New → Upload Plugin, upload the add-on ZIP file and click Activate.
2. Go to Forms → Settings → SmartMoving.
3. Enter your license key in the Gravity Extra License section and save. The SmartMoving connection settings appear once the license is active.

Step 2: Connect Your SmartMoving Account

Copy the provider key

SmartMoving identifies every lead source with its own provider key. In SmartMoving go to Settings → Sales → Lead Providers, open the lead provider for your website and click View Instructions to copy the key. If you run more than one website, create a separate lead provider for each one so SmartMoving attributes every lead to the right source.

Save the add-on settings

• Provider Key (required): paste the key. It is stored in a masked password field. A green check appears when the key has the expected format.
• Default Branch ID (optional): only needed when your SmartMoving account has several branches. Each feed can override it.
• Backup email for failed leads: defaults to the site admin email. If SmartMoving cannot be reached or rejects a lead, the lead details are emailed here so no quote request is lost. Leave it empty to turn the backup email off.

Step 3: Create a SmartMoving Feed

Open the form you use for quotes, go to Settings → SmartMoving and click Add New. The Add New button is only available after a provider key has been saved in Step 2. Give the feed a clear name, for example SmartMoving Quote Lead.

Customer details

Map either First Name and Last Name, or a single Full Name field. When first or last name has a value the add-on sends those; Full Name is used only when both are empty. Choose the Phone Type SmartMoving should record (Mobile, Home, Office or Other).

Move details and service type

Map the move date, move size, number of bedrooms and the visitor’s message. For the service, either pick a fixed Service Type for every lead, or select a form field in Service Type from field so visitors choose it themselves. The field value wins when it is filled in.

Moving From and Moving To

Map the street, city, state and ZIP inputs of two Gravity Forms Address fields, or map one text field to Full Address (instead of parts). When the full address field has a value, it is sent instead of the individual parts.

Field Mapping Reference

The table shows what each feed setting sends to SmartMoving and how the value is formatted. Empty values are never sent.

Source, tracking and extra fields

Referral Source must match a referral source in SmartMoving exactly; otherwise SmartMoving creates a new one. To capture campaign data, add Hidden fields to your form, enable Allow field to be populated dynamically with parameter names such as utm_source, and map them under UTM Fields. Use Extra Fields for anything else, such as an inventory list or special items: type a label and choose the form field.

Privacy, Consent and Data Handling

• SMS opt-in: add a Checkbox or Consent field with clear wording (for example “Yes, text me about my quote”), leave it unchecked by default, and map it to SMS Consent Field. SmartMoving receives UserOptIn as true only when the visitor ticks it. If no consent field is mapped, the opt-in flag is not sent at all.
• Backup email contents: the backup email lists the lead fields (name, contact details, addresses, notes) plus the error and a link to the entry. Send it to a business mailbox your team controls.
• Provider key: the key is kept in a masked settings field and is never included in entry notes or backup emails.

Conditional Logic

Enable Conditional Logic at the bottom of the feed and choose Only send when conditions are met to control which entries become SmartMoving leads. Practical examples:

• Send only when Service Needed is not “Storage only” if storage requests are handled by a different team.
• Create two feeds with different Branch ID values and route each one with a “Nearest office” drop-down on the form.
• Skip commercial inquiries by checking a “Type of move” field, and send those to a separate feed with Service Type set to Commercial.

Developer Filter: gravityextra_smartmoving_lead

Developers can change the lead right before it is sent with the gravityextra_smartmoving_lead filter. It receives four arguments: $lead (the array of SmartMoving fields), $feed, $entry and $form, and must return the lead array. The example below adds a phone extension from field 16 on form 3.

// Add a phone extension to SmartMoving leads from form 3
add_filter( 'gravityextra_smartmoving_lead', function( $lead, $feed, $entry, $form ) {
    if ( (int) $form['id'] !== 3 ) {
        return $lead;
    }
    $extension = rgar( $entry, '16' );
    if ( $extension !== '' ) {
        $lead['Extension'] = $extension;
    }
    return $lead;
}, 10, 4 );

Checking Delivery on the Entry Screen

Every entry from a form with an active SmartMoving feed shows a SmartMoving box in the sidebar. The status reads Lead sent, Already in SmartMoving, Not delivered or Not sent. Each attempt is also recorded in the entry Notes.

Troubleshooting & FAQ

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