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Connecting Gravity Forms from an external site to a CRM site

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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:

On the Jetpack CRM Site:

  1. Log into the WP Admin dashboard of the site 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 series of steps.

On the External Gravity Forms site:

  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.

On the Jetpack CRM site:

  1. Go back to the WP Admin dashboard of the site 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.

    There is a known issue where permalink settings must be re-saved in order for the API connector to work properly. Please follow these steps to do that:

    1. Log into the Jetpack CRM site’s WP Admin dashboard.
    2. From the main WordPress menu, go to Settings > Permalinks.
    3. Click the “Save Changes” button (you do not need to change any actual settings, just re-save them).

    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.

    Updated on July 24, 2023

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