Infusionsoft Gravity Forms Add-on

  1. jasonkadlec
    Posted 3 years ago #

    Would give 5 stars if the documentation was more clear that one must have an email field in the gravity form linked to the email field from Infusion Soft.

    Also - Note, if you are using the *SUPER AWESOME* and useful Conditionally add tags then be careful if you are using a Product Field as the basis for creating your conditions.

    Product Fields are not like normal fields -- so I don't blame the plugin..

    Also note - using a Product Field does not send any purchase info / add product etc to the contact record, but if you just need a simple order form, and were going to use Tags to figure out who bought what then you have to do this work-around.

    Create a normal drop down / radio button field.

    Then, create one Product field for each selection you have, and in the FORM EDITOR, use the CONDITIONAL LOGIC to show the product field when the corresponding selection is made in the normal dropdown field.

    If you don't want to show the product field - use CSS to left indent the field off the page: .fakehide {text-indent: -9999px} -- then in the advanced tab, put "fakehide" as the CSS class.

    You can see a working example if you check out http://thingerdo.com/daily-thing

    then select I want to hire a robot to show the Robot Selection radio buttons.

    In the labels I show NagBot - $1/Day -- this is not an actual product field -- it just causes a product field which is set to $10, with quantity disabled to be "displayed" - but then the CSS left indents that field off the page, so all you see is the Total.

    Seems obvious - but if you don't at least select the email field, this will not send info into Infusionsoft:

    To put this another way for anyone else who is scouring forums on keyword like Gravity Form InfusionSoft not working.

    When you create your New InfusionSoft Feed in the Gravity Forms --> Infusionsoft settings.

    This is where you map the gravity forms to the Infusionsoft fields....

    you *must* set at least the email field on the left to the infusionsoft email field on the right. like this:


    Otherwise how is Infusionsoft supposed to find the record you're trying to update?

    And if you make a new record, you'll want the email anyway right?

    So don't forget to set the email field.

    A handy update to the plugin would be to automatically grab the email of a logged in user, or make that an option one can turn on.

    That way, it can easily grab the registered user's email in the background.

    Now. FINALLY I think I have a solution for what I need to do. PHEW. Thank you Infusionsoft Gravity add On.

    Infusionsoft, WordPress Gravity, WOW indeed.

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