Gravity Forms Batchbook Addon v1.3 GPL

Gravity Forms Batchbook Addon GPL Overview

The Gravity Forms Batchbook Add-On enables seamless integration between your WordPress forms and Batchbook’s small business CRM solution. With this add-on, you can automatically create or update contacts in Batchbook when a form is submitted, helping to streamline your workflows and improve contact management.

Key Features:

1. Create and Update Contacts
   • Automatically create or update contacts in Batchbook when a form is submitted.
   • Map form fields to Batchbook fields to ensure all relevant information is accurately transferred.
2. Selective Integration
   • Choose which forms to integrate with Batchbook, giving you full control over the data being sent to your CRM.
3. Conditional Logic
   • Utilize Gravity Forms’ built-in conditional logic to determine when a contact should be created or updated in Batchbook.
   • Fine-tune the integration to ensure only relevant submissions are processed.
4. Workflow Automation
   • Automate the process of adding new contacts to Batchbook, saving time and reducing manual data entry errors.

Benefits:

• Streamlined Contact Management
  • Keep your Batchbook CRM up-to-date with the latest contact information from your WordPress forms.
• Enhanced Workflow Efficiency
  • Automate repetitive tasks, freeing up your team to focus on more critical business activities.
• Improved Accuracy
  • Eliminate manual data entry, ensuring accurate and consistent information in your CRM.
• Flexible Integration
  • Choose which forms to integrate and use conditional logic to control when data is sent to Batchbook.

Use Cases:

1. Lead Generation
   • Capture leads via your website forms and automatically add them to your Batchbook CRM for follow-up.
2. Event Registration
   • Use forms to collect attendee information and add them as contacts in Batchbook for event communication.
3. Customer Feedback
   • Automatically update contact records in Batchbook with feedback submitted through your forms.
4. Membership Management
   • Manage memberships by updating Batchbook contacts with the latest information submitted through forms.

How It Works:

1. Install the Add-On
   • Install the Gravity Forms Batchbook Add-On via the Add-On installer or the Add-On Downloads page.
2. Connect Batchbook
   • Authenticate and connect your Batchbook account with Gravity Forms.
3. Map Form Fields
   • Configure your form to map fields to Batchbook, ensuring all necessary data is transferred.
4. Set Up Conditional Logic (Optional)
   • Use conditional logic to control when form data is sent to Batchbook, ensuring only relevant submissions are processed.
5. Publish Your Form
   • Make your form live and start capturing data that syncs automatically with Batchbook.

Why Choose the Gravity Forms Batchbook Add-On?

The Gravity Forms Batchbook Add-On is ideal for businesses looking to simplify their contact management processes and improve efficiency. By integrating Gravity Forms with Batchbook, you can:

• Automate the creation and updating of contacts.
• Save time and reduce manual data entry.
• Ensure accurate and up-to-date CRM records.
• Enhance team productivity with streamlined workflows.

This add-on is available exclusively for Gravity Forms Developer license holders and requires an active Batchbook account. Start leveraging the power of automation to manage your contacts more effectively!