Gravity Forms: Batchbook 1.3
Gravity Forms Batchbook is a WordPress plugin that seamlessly connects Gravity Forms to Batchbook’s small business CRM, creating or updating contacts with each submission. Use its Conditional Logic to trigger updates only when you want and enjoy effortless contact management, faster workflows, and clean CRM data.
Description
Gravity Forms Batchbook is a WordPress plugin that connects Gravity Forms to Batchbook’s small business CRM. It automates contact management by creating or updating CRM records when a visitor submits a form. Instead of manually exporting and syncing details, you can keep CRM data aligned with real form activity. The add-on is designed to work with Gravity Forms submissions inside your existing WordPress setup, including common form workflows built for lead capture. Conditional Logic lets you decide exactly when the integration should run.
Main Features
- Gravity Forms to Batchbook integration — Sends form submission data from Gravity Forms to Batchbook’s small business CRM.
- Seamless connect on submission — Triggers the sync process automatically when a form is submitted.
- Create contacts in Batchbook — Creates a new Batchbook contact when a submission should generate a record.
- Update existing contacts — Updates contact details in Batchbook when a submission corresponds to an existing contact.
- Conditional Logic support — Uses Gravity Forms built-in Conditional Logic to control when the integration runs.
- Runs only when you want — Prevents unnecessary CRM changes by limiting the integration to specific conditions.
- Works with any Gravity Form — Integrates with the Gravity Form(s) you already use for lead capture or inquiry.
Benefits
- Cleaner CRM data — Reduces manual entry and keeps Batchbook records consistent with submissions.
- Fewer missed updates — Ensures contact creation and updates happen as soon as the form is submitted.
- Better lead handling — Keeps customer records current, improving follow-up accuracy and timing.
- More control with conditions — Applies updates only for relevant cases, supporting cleaner workflow logic.
- Streamlined operations — Cuts out copy/paste exports by automating CRM synchronization from Gravity Forms.
Who is it suitable for?
- WooCommerce store owners capturing leads or inquiries with Gravity Forms
- Small business teams using Batchbook as their CRM
- Marketing and lead-generation managers who need reliable contact updates
- Web agencies building WordPress sites that use Gravity Forms for forms
- Business owners running multiple lead routes and needing Conditional Logic
- Operations teams maintaining CRM accuracy across customer touchpoints
