Gravity Forms: Highrise 1.3
Gravity Forms Highrise connects Gravity Forms with Highrise inside WordPress, letting you automate CRM tasks. It automatically creates contacts and related notes when forms are submitted, keeping your pipeline tidy. Benefit: seamless lead capture with optional conditional logic, a smart choice for easy WordPress integration.
Description
Gravity Forms Highrise is a WordPress plugin/add-on that connects Gravity Forms with Highrise, a contact management tool. It helps you automate common CRM updates right from your form workflow. When a visitor submits a Gravity Form, the add-on can create a new Highrise contact and add a related contact note automatically. This keeps your pipeline organized without copying details by hand. Built around Gravity Forms events and conditional logic, it’s a practical way to streamline lead capture with an easy WordPress integration.
Main Features
- Highrise integration — Links Gravity Forms submissions to Highrise inside WordPress.
- Automatic contact creation — Creates a Highrise contact when a form is submitted.
- Automatic contact notes — Adds a contact note in Highrise based on the submitted information.
- Notes tied to the contact — Ensures notes are associated with the newly created contact.
- Submission-triggered syncing — Runs actions when your Gravity Form is completed.
- Gravity Forms conditional logic — Uses built-in rules to determine when the Highrise integration should run.
- Selective CRM updates — Helps you avoid sending every submission to Highrise by applying your conditions.
Benefits
- Streamlined lead capture — Automatically records new leads in Highrise as soon as forms are submitted.
- Cleaner pipeline — Keeps contact and note data organized without manual entry.
- Better CRM context — Creates notes that give your team immediate details for follow-up.
- Smarter automation — Conditional logic ensures only relevant submissions update Highrise.
- Improved workflow efficiency — Reduces repetitive tasks between WordPress forms and your CRM.
Who is it suitable for?
- WooCommerce or WordPress marketers using Gravity Forms for lead generation.
- Small business teams managing contacts in Highrise.
- Agencies running multiple client WordPress sites with form-based intake.
- Sales and customer success operations that rely on accurate CRM follow-up.
- Websites that collect inquiries, demo requests, or newsletter sign-ups via Gravity Forms.
- Teams who need conditional routing of submissions before creating CRM entries.
