MWB GF Integration with EngageBay – Connect Gravity Form with EngageBay CRM, Sync Contacts, Leads and Objects

Description

MWB GF INTEGRATION WITH ENGAGEBAY PROVIDES A SMOOTH CONNECTION OF GRAVITY FORMS WITH ENGAGEBAY. SEND ALL YOUR DATA (SUBMISSIONS/ENTRIES) AUTOMATICALLY OVER THE ENGAGEBAY.

MWB GF Integration with EngageBay unites the GF with EngageBay. This plugin sends all the data (form submissions/entries) over the EngageBay as per the modules present in the EngageBay. It is one of the best plugins for gravity forms engagebay integration.

Gravity Form is one of the best WordPress plugins that permit admins, developers, and store owners to create forms for collecting crucial information. On the other hand, EngageBay is All-in-One sales, marketing and service software that provides powerful tools for business growth.

But Gravity Forms doesn’t provide the functionality to send its submissions/entries over EngageBay. This plugin is a combination of these efficient tools- Gravity Forms and EngageBay. With the help of this plugin, you can send all your Gravity Forms submissions/entries to EngageBay in real-time.

With MWB GF Integration With EngageBay You Can:

  • Integrate Gravity Forms with EngageBay
  • Link Form Fields with EngageBay modules
  • Filter GF submissions as per the feeds
  • Get detailed logs
  • Delete plugin data on uninstallation
  • Get Error Email notifications
  • Delete the logs after N days
  • Clear and download the logs
  • Choose EngageBay custom values

WHAT IS INCLUDED IN MWB GF INTEGRATION WITH ENGAGEBAY PLUGIN?

1. Integrate Gravity Forms With EngageBay
In order to connect Gravity Forms with EngageBay enter your API credentials (API Key, Base URL). View your number of synced forms, connection status, owner name, etc. on the plugin’s dashboard.

2. Associate Form Fields With EngageBay Modules
Create Gravity Forms and associate form fields with EngageBay modules. Map form fields with respective object fields. Mapped fields will be sent over to EngageBay on the form submission. Easily sync all your Gravity Form submissions data over EngageBay.

3. Filter GF Submissions As Per The Feeds
You can filter the Gravity Form submissions based on the user input using AND/OR logic. The form submission data will be sent over EngageBay only if it fulfils the conditional logic condition.

4. Get Detailed Logs
This plugin provides comprehensive logs. It will display all the information regarding the data sent over EngageBay via Gravity Forms such as associated form, object and mapped fields, response, timestamp, etc.

5. Delete Entire Data Upon Plugin Uninstallation
MWB GF Integration with EngageBay allows the users to delete all the data from the database upon the plugin uninstallation.

6. Receive Error Email Notifications
Admins have the choice to enable/disable error email notifications. They will receive error email notifications whenever any error occurs while sending submission data over EngageBay.

7. EngageBay Custom Values
You can choose a custom value for field mapping of the field from the field type. Your custom value will sync. Also, you can name the field.

Free Demo of GF Integration with EngageBay

For a better knowledge of features and working, please visit MWB GF Integration with EnageBay Documentation. For more questions, please visit MakeWebBetter Knowledge Base

Premium Version Of GF Integration With EngageBay offers(Coming Soon)

  • Phone and Mobile Fields
  • Add tags to objects
  • Object associations
  • Add CRM entry notes
  • Manually sync data
  • Add notes to submissions
  • GDPR compliance settings

Support

If you need support or have questions, kindly use our online chat window here or connect with us then Generate a ticket

Note:- If our documentation doesn’t contain the solution to your problem, you can visit the MakeWebBetter Forums with your question.

Screenshots

  • Dashboard - This is the dashboard of the plugin where you can check everything.
  • Feeds- Here you can check the existing feeds.
  • Logs- Here you can check the existing logs.
  • Map Fields- Here you can check the fields which need to be mapped for syncing.
  • New Field - Add a new field here
  • General Settings- To change general settings.

Installation

Automatic installation

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t need to leave your web browser. To do an automatic install of the gift voucher, log in to your WordPress dashboard, navigate to the Plugins menu and click Add New.

In the search field type “MWB GF Integration with EngageBay” and click Search Plugins. Once you’ve found our plugin you can view details about it such as the point release, rating, and description. Most importantly, of course, you can install it by simply clicking “Install Now”.

Manual installation

The manual installation method involves downloading our MWB GF Integration with EngageBay and uploading it to your webserver via your favorite FTP application. The WordPress contains instructions on how to do this here.

FAQ

Can we filter GF submissions as per the feeds in this integration?

Yes, this plugin filters the GF submissions as per the feeds. You can filter the GF submissions through- All Feeds, Gravity Form, Deal, Task, Company, etc.

How can I be assured that the plugin is connected?

If the plugin is connected, then the status will be shown “Connected” on its dashboard.

Can I reconnect my account whenever I face any issue?

If you face any difficulties or your account is disconnected, just reconnect it in a few minutes by clicking on the Reauthorize button.

Does this plugin provide comprehensive logs?

Yes, this plugin provides comprehensive logs with detailed information such as an event, timestamp, request, etc.

Can I clear my logs in this GF Integration with EngageBay?

MWB GF Integration with EngageBay provides the option to clear the logs. Navigate from Logs>Clear Logs to perform it.

My Question is not there.

Please visit the MakeWebBetter Knowledge Base and for more details visit MWB GF Integration with EngageBay documentation

Reviews

There are no reviews for this plugin.

Contributors & Developers

“MWB GF Integration with EngageBay – Connect Gravity Form with EngageBay CRM, Sync Contacts, Leads and Objects” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.0 – Released on 30 Oct 2021

  • First version