If you’re using Jetpack CRM on a separate site and want to add contacts via Gravity Forms from an external site, please follow these:
- On the CRM site, go to Jetpack CRM > Extensions > Core Extensions and make sure API is enabled. Then go to Jetpack CRM > Settings > API and copy the API Endpoint, API Key, and API Secret.
- On the external site, install the API Connector extension/plugin. Then go to Jetpack CRM API in the WP Admin dashboard, and enter the API endpoint, API Key, and API Secret that you got/copied from the CRM site. More on this here.
- On the external site, ensure the Gravity Forms form is properly set up to work with Jetpack CRM. Please note that the form should have a hidden field with the
jetpackcrm-addvalue. Please check this guide to know more about setting up Gravity Forms.
- On the CRM site, install the Gravity Forms Connector extension/plugin.
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.