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.
Otherwise, if you only have a single site with Jetpack CRM and Gravity Forms, please check this separate guide on setting up your Gravity Forms to work properly with Jetpack CRM.
The plugins you will need:
- 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
On the Jetpack CRM Site:
- Log into the WP Admin dashboard of the site where Jetpack CRM is installed.
- 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.
- On the Core Modules page, make sure the API module is enabled. This guide explains how to enable and disable core modules.
- Next, go to Jetpack CRM > CRM Settings > API.
- Generate the API key and secret, if needed. Copy the API Endpoint, API Key, and API Secret, which you’ll use in the next series of steps.
On the External Gravity Forms site:
- Log into the WP Admin dashboard of the external site where Gravity Forms is installed.
- 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.
- 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.
- Scroll down and click the “Save Changes” button.
- Ensure Gravity Forms is installed and you’ve created at least one form. Gravity Forms provides information about that here.
- Follow this guide to make sure the Gravity Forms form(s) has been set up to work with Jetpack CRM.
On the Jetpack CRM site:
- Go back to the WP Admin dashboard of the site where Jetpack CRM is installed.
- 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
At the moment, it’s not possible to create a company by using Gravity Forms.