WP ERP Gravity Forms Integration

Description

The Gravity Forms addon turns each form submission into a WP ERP CRM contact, mapping form fields (name, email, phone, company) to contact fields and automatically creating records as soon as the submission arrives. It is designed for those who use forms as a lead entry point (contact, quote, estimate) and keep the sales pipeline within the WP ERP CRM, without needing to export CSV files or type contacts one by one in the dashboard.

Key Features of Gravity Forms Integration

• Field mapping
  Links each form field to the corresponding contact field in the CRM.
• Automatic contact creation
  Creates a new record in WP ERP CRM for each submission received through the form.
• Per-form configuration
  Allows separate mapping rules to be defined for each Gravity Forms form.
• Contact group assignment
  Routes new leads directly to the selected group within the CRM.
• Additional data capture
  Transfers extra form fields as notes and contact source in the CRM profile.

Benefits of Gravity Forms Integration

• Lead entry without manual work
  Eliminates the step of copying and pasting form data into the CRM.
• Unified history per contact
  Centralizes lead interactions in the WP ERP CRM profile from the first contact.
• Use of existing forms
  Reuses forms already published on the site without needing to redo the structure or layout.
• Immediate lead segmentation
  Directs each lead to the right group, streamlining follow-up actions and campaigns.

Who Is Gravity Forms Integration For?

• Those who capture leads through forms on the site and manage customer relationships within WP ERP CRM.
• Agencies, consulting firms, and service providers that receive quote and contact requests through forms.
• Those who already use Gravity Forms and want to avoid duplicate data entry between the site and the contact database.

How to Download Gravity Forms Integration

Gravity Forms Integration is available for download here on Ultrapack. After downloading the .zip file, install it in Plugins > Add New > Upload Plugin, select the file, and activate it. With WP ERP and Gravity Forms already active, field mapping will appear within the settings of each form.

For those who already maintain WP ERP CRM as their central customer database, this extension removes the friction between lead capture and registration: each lead arriving through the form appears ready in the pipeline, with its source recorded and complete data. It works as a bridge between the form builder and the WP ERP CRM module, keeping sales operations centralized in the WordPress dashboard itself.

Frequently asked questions