How to set up your Gravity Forms with Gravity Forms Connect

Use the Gravity Forms plugin and the Gravity Forms Connect extension to send the contact data to your Jetpack CRM.

Getting started with Gravity Forms and the CRM extension

Make sure you have installed and activated the following:

• Gravity Forms (download/purchase from https://www.gravityforms.com/).
• Jetpack CRM.
• Jetpack CRM Gravity Forms Connect Extension.

You have to first install and activate the Gravity Forms plugin before installing the Gravity Forms Connect extension for Jetpack CRM. Gravity Forms Connect extension is just a connector between your Jetpack CRM and the Gravity Forms plugin to automatically create contacts from Gravity Forms.

Make sure the Jetpack CRM plugin and the Gravity Forms connect extension are installed and activated on the same WordPress installation as your Gravity Forms plugin.

Required fields in Jetpack CRM

You need to set up the following fields at minimum for Jetpack CRM to capture Gravity Forms submission into Jetpack CRM contacts:

• Name.
• Email.
• Hidden field with value jetpackcrm-add.

Your initial setup should look like this:

Name and emails

The Name and Email fields are under the Advanced Fields area in the Gravity Forms editor.

When using the above options, you do not need to add admin field labels to the standard fields of Name and Address.

Please note that Jetpack CRM does not support collecting middle names or suffixes for the Name field but does support collecting prefixes.

Hidden field: jetpackcrm-add

To make sure that Jetpack CRM knows to look at the form submission, you must add a Hidden field with a default value jetpackcrm-add

You can add this under Field Settings → Advanced in the Gravity Forms form template, as shown below:

Store additional contact fields

You can use Jetpack CRM and the Gravity Forms Connector extension to store any contact field that you’ve set up in the CRM.

The name, email, and address fields are automatically handled, but other fields need more configuration.

You can do it by adding the appropriate Admin Field Label to each form element. You can find this in the Field Settings sidebar under Advanced.

For a list of standard CRM contact field names, check this page.

Add Jetpack CRM custom fields via Gravity Forms

Custom fields are stored against customers with a specific ‘indexation’ in Jetpack CRM. This way, you can be flexible and add as many custom fields as you like.

Follow the steps below for adding Jetpack CRM Custom fields via Gravity Forms.

1. Add a custom field with the appropriate field type

In Jetpack CRM → CRM Settings → Custom fields → Contact Custom Fields, add a custom field you’d like to collect via Gravity Forms.

Make sure to match the Field Type with an appropriate type based on what field you’ll use in Gravity Forms. For example, in the custom fields shown below, “Date of Birth” custom field should have the Date field type, while the “Checkbox field” should have Checkbox field type.

For a full list of supported Gravity Forms fields and information about choosing the correct custom field type for Gravity Forms fields, please check out this guide.

2. Take note of Jetpack CRM Custom Field slugs

Under each custom field title,you’ll see the custom field slug in teal, as date-of-birth in the above example in step 1.

Keep note of this slug, as you’ll need it when you set up the corresponding field in Gravity Forms.

3. Add Jetpack CRM custom field slugs to Gravity Forms Fields

In your Gravity Forms, add Jetpack CRM custom field slug in Advanced → Admin Field Label.

This tells Jetpack CRM that the input from this field is something you want to store in the custom field.

For example, below shows Date field in Gravity Forms with the Admin field label including the Jetpack CRM custom field slug, date-of-birth.

Set a status via Gravity Forms

You can also automatically set Jetpack CRM Contact’s status upon the Gravity Forms submission by setting the Admin Field Label status and Default Value of the status (i.e., Lead). To do that, follow these steps:

1. Add a Single Line Text field into the form, and set the visibility to ‘Hidden’ to prevent the field from showing in the form.
2. While the Single Line Text field is selected, navigate to the Field Settings > Advanced on the right sidebar.
3. In the ““dmin Field Label””box, enter status.
4. In the ““Default Value”box, enter status name of your choosing, such as Lead (replace lead with the actual status you want assigned to the contact).
5. Save the form.

If you have multiple forms and want to have the default contact status within the CRM to be dependent on which form is filled out, you can do it.

Once you’ve done the above on each form, contacts should come through with whatever statuses you’ve assigned.

Adding tags via Gravity Forms

You can automatically add tags to CRM contacts using the hidden Single Line Text field with the admin field label jetpackcrm-tags, following the same step as Setting a status via Gravity Forms above.

If you’d like to allow CRM contacts to choose the tag (instead of automatically tagging), you can follow these steps:

1. Add a Checkbox field into the form, and set the visibility to “Visible”.
2. While the Checkbox field is selected, navigate to the Field Settings → Advanced on the right sidebar.
3. In the “Admin Field Label” box, enter jetpackcrm-tags.

4. In General → Choices, click Edit Choices to add as many options for tags as you want, as shown below. You can specify the value, which will be used as the tag in Jetpack CRM:

4. Save the form.

Create invoices automatically

Gravity Forms includes Product fields that allow you to define price and quantity. When these fields are present in your form, Jetpack CRM can automatically generate an invoice based on the submitted form data.

This functionality is particularly useful for scenarios such as event registrations, where you need to capture both participant interest and specific purchase details.

This is an example:

Jetpack CRM: Event
Tickets:  [Quantity] * $200   <-- this being a Product Field in Gravity Forms
First Name Last Name: 
Email:

When submitted, Jetpack CRM will generate an invoice, for the quantity chosen, and it will be ready for the contact to pay.

To tell Jetpack CRM to do this, you need to add another hidden field on your form with jetpackcrm-makeinvoice exactly how the above jetpackcrm-add field is described.

Connecting Gravity Forms from an external site to a CRM site

If you are using Jetpack CRM on a separate site and want to add contacts via Gravity Forms from an external site, please follow the steps in this guide.

The setup is slightly different, so we created a dedicated documentation page about that.

A note about company contacts and file upload

At the moment, it’s not possible to create a company by using Gravity Forms.

As for uploading files, Jetpack CRM does not currently support file uploads from a Gravity Forms form to a Jetpack CRM contact.

If you need the file to be added to the CRM contact, we have two workarounds for you to consider: 

• You can upload file as a contact with Client Portal Pro extension.
• You can manually upload the file to a contact by editing the contact within your Jetpack CRM dashboard. You can learn more about that here.