1. Feature Overview
Many companies use Gravity Forms on their WordPress sites to capture leads. We provide an integration with Gravity Form to get these leads into LeadSquared.
- Gravity Form should be installed in your WordPress account. The version of Gravity form should be 126.96.36.199 and above.
- You should have LeadSquared Administrator access
- To download the file, from the LeadSquared dashboard, navigate to Apps>Apps Marketplace and Gravity Form.
- Login to your WordPress account.
- Navigate to Plugins>Add New.
- On the Add Plugins page, you will have the option to Upload Plugin as shown in the below image.
- In the next page, Choose File option is available. Choose the downloaded zip file.
- Once done, click on Install Now.
- Then click on the Activate Plugin as shown in the below image,
- The plugin is now activated.
Follow the below steps to synchronize Gravity Form and your Leadsquared account.
- Once the Plugin is activated you will be able to see Gravity Forms Leadsquared Add-On.
- ClickSettings on Gravity Forms Leadsquared Add-On.
- In the Settings page, you have to provide Access Key and Secret Key of your LeadSquared Account.
- You will find your API Access Key and Secret Key in the Settings page of your LeadSquared Account.
- If the give Access Key and Secret Key is correct then you will see a tick mark as shown in the above image. If the key is incorrect, you will see an (X) symbol in red.
- Now you can Gravity Form fields to LeadSquared fields.
- On the Forms column, click on Add New as shown in the below image, or edit your existing forms.
- Click on Form Settings and choose LeadSquared from the drop-down as shown below image
- Now click on Add New as directed below
- Now you have to set the appropriate feed settings between the Gravity Form and Leadsquared.
- You can also specify the Lead Owner for all the leads which are from Gravity Form that you are designing in Feed Settings
- Also, you can customize the Lead Source.
- Once the Settings are done, click on Update Settings.
You are Gravity Form is ready to capture leads and push it to Leadsquared.
Note – If you would like to capture the lead source and enable tracking, kindly follow the below steps in additional.
While creating form create a new field (Single Line Text ) and name the field as “ProspectID”. For this field please provide Custom CSS class name as “ProspectID gform_hidden”.
Once you’ve completed this, click Save or Update. In Form Settings, go to LeadSquared, add a new field and map it to the Prospect Id in Gravity Form filed.
Leave the Lead Source field blank as shown in the below image.
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