Plugin
Updated
Gravity Forms Batchbook
Gravity Forms Batchbook is a WordPress add-on that connects Gravity Forms to the Batchbook CRM. When someone submits a form on your site, their details are passed to Batchbook as a contact, so you can stop copying entries over by hand.
- Version
- 1.3
- Released
- Apr 9, 2018
- Developer
- Gravity Forms
- Type
- WordPress plugin
- Licence
- GPL
- Included in
- Every plan, or $4.79 on its own
What’s new in Gravity Forms Batchbook 1.3
Version 1.3 · Apr 9, 2018
Latest
- SecurityAdded security enhancements.
- NewAdded GPL to plugin header.
- NewAdded gform_batchbook_person filter to modify person being created or updated.
- ImprovedUpdated Plugin URI and Author URI to use https.
- ImprovedRenamed API class to prevent naming conflicts with other API libraries.
What it does
If your site collects leads, inquiries or customer details through Gravity Forms, getting that information into your CRM usually means exporting entries or retyping them. That takes time and invites mistakes. This add-on removes the manual step by sending each form submission to Batchbook automatically, creating a new contact or updating an existing one so your records stay current with what people tell you on your site.
Setup happens inside Gravity Forms. You connect your Batchbook account, then choose which form fields map to which Batchbook contact fields, so names, emails and other details land in the right place. You can connect several forms, which helps when different forms handle different contact types or departments. If a transfer runs into a problem, you get an alert. Developers can also use the gform_batchbook_person filter to adjust the person record before it is created or updated.
Best for
- Businesses that manage contacts in Batchbook
- Sites collecting leads through Gravity Forms
- Agencies wiring client forms into a CRM
Features
Automatic submission transfer
Each Gravity Forms submission is sent to Batchbook as contact data, so you no longer need to copy entries into your CRM by hand.
Create or update contacts
The add-on can add a new contact to Batchbook or update an existing one, keeping your contact records in line with the latest form data.
Custom field mapping
Match each Gravity Forms field to a Batchbook contact field so the information people submit is stored exactly where you want it.
Multiple form connections
Link several forms on your site to Batchbook, which suits setups where different forms collect different contact types or serve different departments.
Error alerts
You receive notifications when a data transfer runs into trouble, so you can spot and fix problems before leads or contact updates slip through.
Developer filter for contacts
The gform_batchbook_person filter lets developers modify the person record being created or updated before it is sent to Batchbook.
Questions about Gravity Forms Batchbook
Do I need Gravity Forms to use this?
Yes. This is an add-on for Gravity Forms, the WordPress form builder. It takes submissions from your Gravity Forms forms and sends them to Batchbook, so you need both Gravity Forms on your site and a Batchbook account.
Will it create duplicates if someone submits a form twice?
The add-on can update existing contacts in Batchbook as well as create new ones. That means a returning person's details can be refreshed in their existing record, helping keep your contact list accurate.
Can I control which form fields go to which Batchbook fields?
Yes. Custom field mapping lets you pair each Gravity Forms field with a Batchbook contact field. Developers who need more control can also use the gform_batchbook_person filter to change the person record before it is saved.
Can I connect more than one form?
Yes. You can link multiple Gravity Forms forms to Batchbook. This is handy if you use separate forms for different contact types, such as sales inquiries and support requests, or for different departments.
Is Gravity Forms Batchbook free?
The code of Gravity Forms Batchbook is licensed under the GPL, so anyone may use, change and share it. GPL Feast is a paid service: a plan or a single purchase gives you the download and automatic updates. The developer's own support, licence key and online services are not included.
Which version of Gravity Forms Batchbook is this?
Version 1.3, released Apr 9, 2018. New versions appear here when the developer publishes them, and members get them as automatic updates.
How do I update Gravity Forms Batchbook?
Install the free GPL Feast Updater on your site and connect it with your API key. It installs new versions of Gravity Forms Batchbook automatically and keeps a backup, so you can roll back.
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