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Gravity Forms Highrise Add-On

Gravity Forms Highrise Add-On
1 year ago
1.3

Gravity Forms Highrise Add-On

The Gravity Forms Highrise Add-On is a powerful tool that integrates Gravity Forms with Highrise, allowing form submissions to be automatically sent to your Highrise account. This plugin is developed by rocketgenius, the same team behind the popular Gravity Forms plugin. With this add-on, you can streamline your lead generation process and ensure that all form submissions are captured and organized in your Highrise account.

What is the Gravity Forms Highrise Add-On?

The Gravity Forms Highrise Add-On is a WordPress plugin that extends the functionality of Gravity Forms, a popular form builder plugin. It allows you to connect your Gravity Forms with Highrise, a customer relationship management (CRM) software, and automatically send form submissions to your Highrise account. This integration eliminates the need for manual data entry and ensures that all leads and customer information are captured and organized in one central location.

How Does it Work?

Once you have installed and activated the Gravity Forms Highrise Add-On, you can easily set up the integration between Gravity Forms and Highrise. The add-on provides a simple and intuitive interface for configuring the connection and mapping form fields to Highrise fields. You can specify which form submissions should be sent to Highrise and define the criteria for when the data should be transferred.

When a user submits a form on your website, the Gravity Forms Highrise Add-On automatically sends the form data to your Highrise account. This includes information such as the user's name, email address, phone number, and any other custom fields that you have set up in your form. The add-on ensures that the data is accurately transferred and organized within Highrise, allowing you to easily follow up with leads and manage customer relationships.

Why Should You Install it?

There are several compelling reasons to install the Gravity Forms Highrise Add-On on your WordPress website:

Streamline Lead Generation

By integrating Gravity Forms with Highrise, you can streamline your lead generation process and ensure that all form submissions are captured and organized in your Highrise account. This eliminates the need for manual data entry and reduces the risk of missing or misplacing important leads.

Automate Data Transfer

The add-on automates the process of transferring form submissions to Highrise, saving you time and effort. You no longer have to manually export and import data between Gravity Forms and Highrise, as the add-on handles this seamlessly in the background.

Centralize Customer Information

With the Gravity Forms Highrise Add-On, you can centralize all customer information within your Highrise account. This makes it easier to track and manage leads, follow up with prospects, and nurture customer relationships effectively.

Improve Efficiency

By automating the transfer of form submissions to Highrise, you can improve the efficiency of your lead management process. This allows you to focus on engaging with leads and converting them into customers, rather than getting bogged down with manual data entry tasks.

How to Install the Gravity Forms Highrise Add-On

Installing the Gravity Forms Highrise Add-On is a straightforward process. Here's a step-by-step guide to help you get started:

  1. First, log in to your WordPress dashboard and navigate to the "Plugins" section.
  2. Click on "Add New" and search for "Gravity Forms Highrise Add-On" in the plugin repository.
  3. Once you have located the add-on, click "Install Now" and then activate the plugin.
  4. After activating the add-on, you will need to configure the integration settings within Gravity Forms. Navigate to the "Forms" section and select the form that you want to connect with Highrise.
  5. Within the form settings, go to the "Highrise" tab and enter your Highrise account details. You will need to provide your Highrise API key and specify the Highrise account to which form submissions should be sent.
  6. Once you have configured the integration settings, save the form and test the connection by submitting a test entry. You should see the form data appear in your Highrise account.

That's it! You have successfully installed and configured the Gravity Forms Highrise Add-On on your WordPress website.

Get Started with Gravity Forms Highrise Add-On Today

If you want to streamline your lead generation process, automate data transfer, centralize customer information, and improve efficiency, then the Gravity Forms Highrise Add-On is the perfect solution for your WordPress website. Install the add-on today and start reaping the benefits of seamless integration between Gravity Forms and Highrise.