Gravity Forms Batchbook

Many sites collect leads through forms, then someone copies the names and emails into a CRM. That takes time and invites typing mistakes. Gravity Forms Batchbook handles the transfer for you. When a visitor submits a form, the plugin sends the entry to Batchbook and creates a new contact or updates an existing one.

You choose how the data lands by mapping Gravity Forms fields to Batchbook contact fields. You can connect several forms, which helps when different contact types or departments use separate forms. If a transfer fails, the plugin sends an alert, so a lead is less likely to slip through unnoticed. The setup screen is designed for people without technical experience.

Features

• Automatic form-to-CRM transfer: Form submissions from Gravity Forms go straight into your Batchbook CRM, which removes the manual data entry step from lead and contact collection.
• Real-time contact syncing: Batchbook contacts are kept current with the latest form data, so the records you open in your CRM reflect what people most recently submitted.
• Custom field mapping: Match Gravity Forms fields to Batchbook contact fields so each piece of customer information is stored in the place you want it.
• Support for multiple forms: Connect several Gravity Forms on one website to Batchbook. This suits sites with different contact types or departments that each use their own form.
• Create or update contacts: The plugin can add a new contact in Batchbook or update one that already exists, which supports lead tracking and follow-up without duplicate manual work.
• Error alerts: You receive notifications when a data transfer runs into trouble, so you can spot missed leads or contact updates and fix the problem.
• Simple configuration screen: A user-friendly interface lets you connect and configure the integration without technical expertise.
• Filter for person data: The gform_batchbook_person filter lets developers modify the person record before it is created or updated in Batchbook.

Best for

• Businesses using Gravity Forms and Batchbook together
• Teams that want fewer manual CRM data entry tasks
• Sites with several lead forms for different departments