Sync Gravity Forms entries directly with your Batchbook CRM contacts
Gravity Forms Batchbook Addon
Gravity Forms Batchbook Addon connects your WordPress forms to Batchbook CRM, automatically creating or updating contact records when forms are submitted. Map form fields to Batchbook contact properties, add tags, and maintain synchronized customer data between your website and CRM.
Included with purchase:
- 100% GPL Licensed
- Lifetime Updates
- Technical Support
- Instant Download
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What is Gravity Forms Batchbook Addon?
Gravity Forms Batchbook Addon is a premium WordPress plugin that integrates Gravity Forms with Batchbook CRM, streamlining the process of managing customer relationships. This addon is particularly useful for businesses that rely on form submissions to gather customer data, as it automatically creates or updates CRM contacts when forms are submitted. Key features include field mapping to support both standard and custom Batchbook properties, auto-tagging for efficient organization, and conditional feed support to tailor data handling based on specific criteria. The addon is compatible with the latest versions of WordPress and Gravity Forms, ensuring smooth functionality. Available at PluginTheme.net with GPL license, instant download, and lifetime updates.
Key Features
Automatic Contact Sync
Create or update Batchbook contacts when Gravity Forms are submitted
Field Mapping
Map form fields to Batchbook contact properties including custom fields
Duplicate Detection
Match existing contacts by email to prevent duplicate records
Conditional Feeds
Control when data is sent to Batchbook based on form field values
Who is this for?
Pros
- Automated contact creation eliminates manual CRM data entry
- Field mapping supports standard and custom Batchbook properties
- Duplicate detection prevents redundant contact records
- Conditional feeds allow selective data transfer based on form values
- Auto-tagging helps organize contacts by submission source
Cons
- •Requires active Batchbook CRM subscription and API access
- •Limited to Gravity Forms — not compatible with other form plugins
- •Batchbook has a smaller user base compared to major CRM platforms
Product Description
Gravity Forms Batchbook Addon bridges the gap between website form submissions and CRM data management. When visitors complete a Gravity Form, the addon automatically sends that data to Batchbook, creating new contacts or updating existing records based on matching criteria.
Integration Features
- Field Mapping – Map any Gravity Forms field to corresponding Batchbook contact properties including name, email, phone, company, and custom fields
- Auto-Tagging – Automatically apply tags to contacts based on which form they submitted or specific field values
- Duplicate Handling – Detect existing contacts by email and update their records rather than creating duplicates
- Conditional Feeds – Set conditions to control when data should be sent to Batchbook based on form field values
Use Cases
Sales teams can capture leads directly from contact forms, event registrations, or inquiry forms into their Batchbook pipeline. Support teams can create contact records from support request forms. The conditional feed system ensures only qualified submissions reach the CRM, keeping data clean and relevant.
Available at PluginTheme.net with instant download and GPL licensing.
Our Verdict
PluginTheme Team
Expert Reviewer
The addon provides reliable form-to-CRM synchronization with straightforward field mapping and effective duplicate handling for Batchbook users.
