Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
Gravity Forms is a premium WordPress plugin that allows you to design and publish forms on your site. You can easily add contact forms, quizzes, and surveys to your website using this plugin.
It's easy to connect Customerly + Gravity Forms without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created.
Triggers when a new user is created.
Triggers when a new specified form is submitted.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Creates a new form entry.
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
Customerly is an open-source, easy to use and affordable, WordPress plugin that allows you to easily build a professional forms for your website without programming. It has many powerful features (like audit logs and auto responder. that can help you to make your forms more efficient. Moreover, it’s important to mention that Customerly is integrated with some of the most popular services like Google Analytics, SendGrid, MailChimp, PayPal and others.
Gravity Forms is a flexible premium form builder for WordPress. It provides a drag-and-drop interface, dozens of form elements, conditional logic, and much more. With Gravity Forms you have complete contrp over every aspect of your form creation experience. There are few things I want to emphasize here. First of all, Gravity Forms is not free. However, you can take advantage of its free version which will allow you to create up to 6 custom forms with unlimited entries each. You can also upgrade to its paid version which grants you access to all of the features in the product (including unlimited entries in your forms. The paid version costs $39 per year.
The integration process of these two plugins is very simple. All you need to do is install and activate Customerly, then navigate to its settings screen and from there go to Integrations tab. Here you will find a list of available integrations and tap on one of them. Once you tap on the first on the list, a new screen will appear where you should enter your API key. After that, tap the “Create New” button at the bottom of the screen and fill out your form fields with the data from the new screen. That’s it! Your form is now fully integrated with Gravity Forms.
Now that we have discussed the integration process, let’s talk about what benefits it brings. First of all, I would like to point out that this integration allows you to send all of your incoming form submissions directly to your Gravity Forms form via Gravity Form’s submission ID. This feature is extremely useful because it allows you to use Gravity Forms’ templates in your emails. One other cop thing about this integration is that it allows you to add a submitting page in your flow so that users can view their submitted form before they proceed further. You can also redirect users back to their previous page if they submit your form successfully or inform them about some errors if something goes wrong with their submission. All of these features are made possible because of the integration between Gravity Forms and Customerly.
All in all, I believe that this integration is worth investing in if you are using both tops simultaneously. It will save you time and effort as it allows you to avoid developing complicated procedures for transferring your submission from one top to another. Moreover, it offers several useful features for developers like redirecting users back to their previous page after successful submission or informing them about errors if something goes wrong with their submission. Having discussed the pros and cons of this integration, I would say that it is worth investing in if you are willing to pay for a premium plugin or willing to pay for a paid version of the free plugin.
The process to integrate Customerly and Gravity Forms may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.