how to integrate sharpspring and gravity forms social oyova
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Recently released a plugin for integrate SharpSpring and Gravity Forms.

SharpSpring currently allows you to drop a tracking script into an HTML field in a Gravity form, but this can be tedious when you have a multitude of forms on a website. This method requires you to create a form in SharpSpring, get the tracking script, create a form in WordPress with Gravity Forms, and insert the tracking script every time you want to create a new form. See how it can become a tedious exercise every time you need a new form?

The plugin we created reduces a ton of redundancy here, eliminating the need to create a form in the SharpSpring dashboard. The plugin requires you to connect SharpSpring API credentials, then all you have to do is create a new severity form and configure SharpSpring settings directly in that form. Every time someone fills out this newly created form, they pull the lead into SharpSpring and add it to your specified list. With a little configuration, you can also use these forms for your marketing automation.

About the Integrate SharpSpring and Gravity Forms plug-in

Plugin configuration

Setup is a straightforward process. Install the connect and get your API credentials from SharpSpring.

To get your API credentials, log into your SharpSpring account, go to Settings, click « API Settings » on the left sidebar.

SharpSpring Public

Now in WordPress, go to Forms → Settings and click on the SharpSpring tab. This is where you will enter your API credentials and click Update Settings. Green check marks mean you entered the credentials correctly.

Sharpspring settings

Form configuration

Now that the plugin is properly installed and configured, we can create a form and integrate it with SharpSpring.

Just create a new form or use an existing form. Once the form is ready to use, you go to the Settings tab for that specific form and go to the SharpSpring tab. From there we can create a new flow. Click on Add a new or create a new one, give it a name and select which list these contacts should go to. If you haven’t set up a list in SharpSpring, you will need to create one; this can be done in the SharpSpring dashboard under Contacts → Lists → Gear Icon → + New List.

After selecting the SharpSpring list, the form fields will appear below. The Field column corresponds to the ends of SharpSpring and the Form Field column corresponds to your form fields. Make sure they match the Field column correctly, Example: The « Field » of the email should have a corresponding Email field under the Form Field column. The names of the form fields do not have to be named exactly the same, but they must be mapped correctly for the correct flow of information in SharpSpring. Here is a screenshot showing an example of the appropriate configuration:

Map field

As you can see, my form field for phone numbers is called « Cell Phone » but will be mapped to the Phone endpoint in SharpSpring.

Click the Update Settings button and the form will now be correctly mapped.

Custom fields

Suppose you want to capture more information than generic contact information, you can set up custom fields in SharpSpring and then capture them in your forms. To do this, you will need to go to the SharpSpring Settings page, and in the left sidebar, click “Custom Fields”. You can then create a new custom field. After creating a new custom field, go back to your feed settings and click on the « Enable custom fields » check mark and configure your custom fields the same way you did your generic form fields.

Conditional logic

Activate conditional logic to dynamically send leads based on the information they provide. Don’t want a prospect to go to a list if they’ve selected a specific checkbox option? Easy to do with conditional logic.

Need more help?

Watch these instructional videos on how to configure and configure the Integrate SharpSprings and Gravity Forms plugin.

Gravity Forms SharpSpring Addon: Basic Tutorial

Gravity Forms SharpSpring Addon: Marketing Automation Tutorial

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