Integrations

Gravity Forms

Connect Gravity Forms so its submissions become contacts or leads in FlyCRM.

This page covers what is specific to Gravity Forms. The shared steps (field mapping, duplicate handling, and defaults) are in Capturing leads from forms.

Before you start

Install and activate Gravity Forms. Until it is active, the FlyCRM integration stays turned off.

You also need at least one Gravity Forms form that collects an email address. FlyCRM uses the email to tell a new person from a returning one, so a form without an email field cannot feed the CRM.

Connect a form

  1. Go to FlyCRM > Integrations.
  2. Open Gravity Forms and turn it on.
  3. Select Add Feed.
  4. Under Create As, choose Contact or Lead.
  5. Under Form, pick the Gravity Forms form to listen to.
  6. Map the fields (below), then set your defaults.
  7. Select Save Feed.

Multi-part fields split for mapping

Gravity Forms has fields that hold several parts, such as Name and Address. FlyCRM splits them, so each part appears as its own row in the mapping table.

For a name field, map the parts you need:

CRM field Form field
First Name Name (First)
Last Name Name (Last)
Email Email

Use the Full Name row only for a single text field that holds the whole name.

The list holds data fields only. HTML blocks, sections, page breaks, and CAPTCHA fields do not appear, because there is nothing in them to map.

Address and other grouped fields

An Address field also splits into parts, such as street, city, and postal code. Map only the parts you need. FlyCRM has no address fields of its own, so most forms leave these unmapped and keep the address in the logged activity instead.

Fields with more than one value

Map single-value fields, such as text, email, and phone. A checkbox field or a multi-select field can hold several values, so it does not fit one CRM field.

To keep those answers, turn on Log form submission as activity. FlyCRM lists every submitted field in the note, and joins multiple values with commas.

When capture happens

FlyCRM captures the submission after Gravity Forms saves the entry. FlyCRM also records the page the form was submitted on. For leads, it reads any UTM parameters in that page's URL. You do not map these values.

Test it

  1. Open the form on your site and submit a test entry with a real email.
  2. Go to FlyCRM > Contacts or FlyCRM > Leads, to match your feed.
  3. Make sure that the record shows the mapped fields.

Troubleshooting

  1. If no record appears, make sure that the integration and the feed are both on.
  2. If no record appears, make sure that a form field is mapped to Email.
  3. If the name lands in one field, map the First and Last parts to their own CRM rows.
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