Sorry for the delay on this. I try to check support about once a week, but it’s been less.
This plugin…. sorta… supports the CRM? It does in the respect that form submissions create new customers and update existing customers. You can also use the form to update the status of customers upon submission, etc… but in terms of Customer management on a deeper scale, unfortunately not.
This plugin is meant purely to wire up your HubSpot forms inside of Gravity Forms in a 1 to 1 relationship.
Hope that helps,
NO worries, I’ve been up to my armpits in work so I totally get it! 🙂
So, I **THINK** this actually does what I want it to. Let me give you my scenario so you can tell me for sure:
I have 300+ entries in Gravity Forms. I need ALL of those fields to transfer seamlessly to HubSpot so I can see at a glance what our potential customers are looking for. Will this plugin do what I’m after? I’m gritting my teeth having to enter ALL of these manually…. ugh.
Unfortunately, this plugin does not migrate EXISTING form submissions.
That could be something we have in mind for a future implementation.
I would suggest an export of the form entries, cleaning up the spreadsheet… there’s bound to be tools out there for importing CSVs