Salesmate Add-On for Gravity Forms

by Salesmate.io

Description

This is child plugin(Add-On) of Gravity form plugin. It allows you to create contacts and deals by submiting the Gravity form directly in Salesmate CRM.

Features

Create Contact.
Create Deal.
Create Contact and Deal both.
Dynamic field mapping of Gravity form’s field with Salesmate’s field.

Getting Help

(Connect with Salesmate CRM)

Email: support AT salesmate DOT io

Installation

This section describes how to install the plugin and get it working.

NOTE:- To add this plugin you must have Gravity form(parent plugin) installed in your site.

Upload .zip file from “Add New” at admin site in “Plugin” menu OR put unzip folder directly at location “/wp-content/plugins”
Activate the plugin through the ‘Plugins’ menu in WordPress
Goto Forms > Settings > Salesmate and provide required configuration from your Salesmate CRM Account

Faq

Don’t have any FAQ for now.

Reviews

Great way to connect to Salesmate CRM

By Bob Struder (bpekarek) on September 21, 2020

I use this plugin to create deals inside of Salesmate the CRM I use for my business. Every person that fills in the contact form, I auto-create a deal so my sales team can take it through the sales pipeline! Pretty awesome!

Changelog

That Is New Plug-in So there are No change log at now.
Updated the record duplication and updation feature