Gravity forms to Suitecrm

Hello All,

Just wanted to let you all know that using gravity forms is really an easy way to submit leads to suitecrm. No plugin is required and its a matter of just copying how the create person form is made and then using webhooks to post to your CRM and pass the variables you want to pass.

  1. Create a campaign in Suitecrm, then do a create person form and view the source and thats how you’ll see how i configure the webhook below.
  2. Install gravity forms and the webhook add on for gravity forms
  3. Configure the hook where you match your fields to the suitecrm fields:

2 Likes

That’s awesome. Is it part of WordPress?

https://obtaincode.net/documentation/gravity-forms-suitecrm-integration/


Using Gravity Forms Webhooks plugin is also a great way to do it. You can also write custom entry points to handle different kinds of data. For example I just wrote a custom entry point for a client. If the form is filled in, it looks for either an existing lead/contact, and if so, updates the record, if no record is found it creates a new lead. You get alot more felxibility with GF Webhooks. I don’t have a tutorial for that one yet unfortunately.

Using the Forms:3rd-Party Integration is also a super easy way to do it.

PS @billlee you might want to hide your campaign ID, with that and the info you’ve provided in the screen shot anyone can submit new records directly to your SuiteCRM install. (I see you hid your URL, that will at least make it harder).