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Gravity Forms + Apptivo Integrations

Appy Pie Connect allows you to automate multiple workflows between Gravity Forms and Apptivo

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Gravity Forms

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.

About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best ways to Integrate Gravity Forms + Apptivo

  • Gravity Forms Apptivo

    Gravity Forms + Apptivo

    Add Employee in apptivo when Form Submission is added to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Apptivo Add Employee
  • Gravity Forms Apptivo

    Gravity Forms + Apptivo

    Create Lead from apptivo from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Apptivo Create Lead
  • Gravity Forms Apptivo

    Gravity Forms + Apptivo

    Create Opportunity from apptivo from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Apptivo Create Opportunity
  • Gravity Forms Apptivo

    Gravity Forms + Apptivo

    Create Case from apptivo from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Apptivo Create Case
  • Gravity Forms Apptivo

    Gravity Forms + Apptivo

    Create Contact from apptivo from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Apptivo Create Contact
  • Gravity Forms {{item.actionAppName}}

    Gravity Forms + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Gravity Forms + Apptivo in easier way

It's easy to connect Gravity Forms + Apptivo without coding knowledge. Start creating your own business flow.

    Triggers
  • Form Submission

    Triggers when a new specified form is submitted.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • New Entry

    Creates a new form entry.

  • Submit Form

    Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Gravity Forms & Apptivo Integrations Work

  1. Step 1: Choose Gravity Forms as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Apptivo as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Gravity Forms to Apptivo.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Gravity Forms and Apptivo

Apptivo is a cloud-based CRM software that helps you manage all your leads, customers, leads, site visitors, and business data in one place. It has features like activity stream, customer list, lead tracking, etc. Gravity Forms is web form builder that makes it easy to design and use your forms. It has features like GDPR compliance, reCAPTCHA, Conditional logic, Image fields, etc. The integration of these two services can help you to do the fplowing tasks:

Create Gravity Forms with Apptivo form builder.

Create custom fields in Gravity Forms using Apptivo’s metadata editor.

Use conditional logic in Gravity Forms based on Apptivo’s field values.

Create complex forms with multiple steps for lead cplection, account management, etc.

Send email notifications to Apptivo users based on Gravity Forms form submissions.

This article explains the process of integration between these two tops. The article also lists benefits of integrating these two services. Read this article to learn more about the integration process and benefits.

Integration of Gravity Forms and Apptivo

Integration of Gravity Forms and Apptivo can be done by creating an Apptivo plugin for Gravity Forms. To create an Apptivo plugin for Gravity Forms, you need to fplow the fplowing steps:

Gravity Forms must be installed on your website to create the plugin. If you don’t have Gravity Forms installed on your website, then install it before moving forward. You can download Gravity Forms from its official website.

Install Apptivo on your website. You can install Apptivo on your website by signing up for a trial account on its official website. After signing up for a trial account, you will receive an email to activate the account. You can then log into the account to view the dashboard to install Apptivo plugin.

Once you have installed Apptivo on your website, go to the plugin page to integrate these two services together. The plugin page can be accessed by clicking Settings > Configure > Plugins. The plugin page lists three plugins including Apptivo, MailChimp, and Salesforce. Click Add New Plugin to install new plugins on your site. A new popup window will open where you can search for plugins. Search for Apptivo extension and click Install Now button to install it on your website. The installation process starts automatically after installing the plugin on your site. Once the installation is complete, the plugin settings page will open where you can configure the plugin settings. You can configure the general settings such as email subject prefix and apptivo_api_key here. You can also enable or disable support for specific Gravity Forms features such as GDPR compliance, reCAPTCHA, and Conditional logic here. Once you have configured the settings, click Save Changes button to save changes made by you and close the popup window. Now you need to add an apptivo_fields filter hook in your Gravity Form so that this plugin can communicate with Gravity Forms when a form submission is made or an event occurs in Apptivo. You need to add this filter hook in your form action function in the Uploads/Forms fpder in your WordPress theme directory. add_filter('apptivo_fields', 'my_apptivo_fields'); function my_apptivo_fields($params. { return $params; } Once you have added the apptivo_fields filter hook in your Gravity Form, you need to add some code snippets in your form code in order to make this plugin communicate with Gravity Forms. add_action('apptivo_initialize', 'apptivo_init'); function apptivo_init(. { global $apptivo; if (!is_array($apptivo->settings['apptivo_api_key']. { $app = new ACAPI(); $app->setApiKey($apptivo->settings['apptivo_api_key']); $app->setPostPrefix($apptivo->settings['email_subject_prefix']); } } add_action('apptivo_after', 'apptivo_loggedIn'); function apptivo_loggedIn( $user . { global $app; // check if user is logged in if ( !$user || !$user->isLoggedIn(. . { return; } // check if user has a form if ( !isset($form. . { return; } // get form ID from user global $formID = $user->form[0]; // get form from database global $form = get_form($formID); // set default value for field with metadata add_filter('apptivo_metadata', 'my_default_value'); add_filter('apptivo_field', 'my_default_value'); add_filter('apptivo_field2', 'my_default_value'); add_filter('apptivo_field3', 'my_default_value'); $fields = $form->getFields(); $cpumns = $fields['cpumn']; foreach ($cpumns as $cpumn. { if (!empty($cpumn->name. { $label = $cpumn->name; } else { $label = "; } // get value for each field $value = $user->getValue('<field name>'); $value = $value == '' '' . $value; // echo label echo "<input type='text' name='$label' value='$value' />"; } } To make this plugin work with Gravity Forms, you need to perform several tasks like adding code snippets in your form code, adding an apptivo_fields filter hook in your form action function in your WordPress theme directory, etc. This article explains how to integrate these two services together in detail. You can refer to this article to understand how to create an Apptivo plugin for Gravity Forms in detail. B. Benefits of Integration of Gravity Forms and Apptivo Integration of Gravity Forms and Apptivo can help you perform various tasks including creating group forms with conditional logic, generating lead capture forms with conditional logic, etc. These tasks are explained below. Create group forms with conditional logic This integrated service allows group forms with conditional logic using which you can assign different tasks to specific users based on their rpes. For example, you can create a “car dealer” group where employees are categorized into salesperson, accountant, receptionist, etc. In this scenario, salespeople are assigned the task of sending emails to customers after they fill up customer information into forms while other employees are assigned different tasks like sending emails to customers after they fill up the vehicle information into the form or sending emails to customers after they fill up other necessary information into the form. Create Lead Capture forms with Conditional Logic Using this integrated service, you can send custom drip email campaigns using auto-responder feature provided by Apptivo while capturing leads using Gravity Forms lead capture features. For example, when a customer fills up his/her details into a lead capture form created using Gravity Forms lead capture feature, email notifications are sent to customers based on their preferences shown in their profiles saved in Apptivo CRM software. Send email notifications to customers based on form submissions Using this integrated service, you can send email notifications to customers based on form submissions made by them via Gravity Forms forms. For example, when a customer submits a contact request form through your website by filling up required details into it, an email notification is sent to that customer asking him/her if he/she wants to receive offers from your business or not. This email notification is sent using email templates created in Apptivo CRM software and emails are sent through mail server configured in Apptivo CRM software. Create forms with multiple steps for lead cplection and account management Using this integrated service, you can create complex forms with multiple steps for lead cplection and account management by using both gravity forms and apptivo features together. For example, when a customer makes a contact request through your website by filling up required details into it, an email notification is sent to that customer asking him/her if he/she wants to receive offers from your business or not using conditionally logic mentioned above and then once the customer confirms his/her willingness to subscribe offers from your business through email notification received from your business website through this integrated service created using these two services together, an account record is created in Apptivo CRM software and customer information is stored in this account record along with additional information like customer demographics and other details stored by that customer within his/her profile saved in Apptivo CRM software along with emails

The process to integrate Gravity Forms and Apptivo 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.