Connecting Gravity Forms from an external site to a CRM site

You can use Jetpack CRM on a separate site and add contacts via Gravity Forms from an external site, via the Gravity Forms plugin and the CRM Gravity Forms Connector extension.

If you’re running Jetpack CRM on a separate site and want to use Gravity Forms on another site to add contacts, follow the steps in this guide.

Otherwise, if you only have a single site with Jetpack CRM and Gravity Forms, please check this separate guide on setting up Gravity Forms to work properly with Jetpack CRM.

Set up the Gravity Forms connection with Jetpack CRM

To get started with that, you need to install and activate the following plugins:

• Jetpack CRM – installed and activated on your CRM site.
• Jetpack CRM Gravity Forms – installed and activated on your CRM site.
• Jetpack CRM API Connector – installed and activated on your external site.
• Gravity Forms (official plugin) – installed and activated on your external site.

Set up the API on the Jetpack CRM site

Follow these steps to get your Jetpack CRM site ready to receive contacts from your external site:

1. Log into the site’s WP Admin dashboard where Jetpack CRM is installed.
2. From the main WordPress menu, go to Jetpack CRM → Core Modules. Alternatively, go to Tools → Core Modules from the top menu on any Jetpack CRM admin page.
3. On the Core Modules page, make sure the API module is enabled. This guide explains how to enable and disable core modules.
4. Next, go to Jetpack CRM → CRM Settings → API.
5. Generate the API key and secret, if needed. Copy the API Endpoint, API Key, and API Secret, which you’ll use in the next steps.

Set up your external site with Gravity Forms:

1. Log into the WP Admin dashboard of the external site where Gravity Forms is installed.
2. From the main WordPress menu, go to Plugins and install the Jetpack CRM API Connector extension. This guide explains how to install Jetpack CRM extensions.
3. Next, go to Jetpack CRM API from the main WordPress menu and enter the API Endpoint, API Key, and API Secret you copied from the previous series of steps.
4. Scroll down and click the Save Changes button.
5. Ensure Gravity Forms is installed, and you’ve created at least one form. Gravity Forms provides information about that here.
6. Follow this guide to make sure the Gravity Forms form(s) has been set up to work with Jetpack CRM.

Next steps to take on the Jetpack CRM site:

1. Go back to the site’s WP Admin dashboard, where Jetpack CRM is installed.
2. From the main WordPress menu, go to Plugins and install the Jetpack CRM Gravity Forms Connect extension. This guide explains how to install Jetpack CRM extensions.

Once you have completed these steps, when someone submits the Gravity Forms form on the external site, it should be added as a contact on the CRM site.

A note about company contacts and file uploads.

Currently, Gravity Forms can’t be used to create a company within Jetpack CRM.

When it comes to file uploads, Jetpack CRM doesn’t support transferring files directly from a Gravity Forms submission to a CRM contact.

If adding files to a contact is essential, there are a couple of alternative methods:

• Use the Client Portal Pro extension, which allows you to upload a file when creating a contact.
• Manually attach the file by editing the contact directly from your Jetpack CRM dashboard. Learn how to do that here.