Gravity Forms Batchbook Addon

Product Description 

Gravity Forms Batchbook Add-On seamlessly integrates Gravity Forms with Batchbook CRM, allowing you to automatically create and update contacts in your CRM every time a form is submitted. This powerful extension eliminates manual data entry, ensuring that your customer and lead information stays organized and up-to-date in Batchbook.

With this add-on, you can map form fields to Batchbook contact fields, ensuring that important details such as names, email addresses, phone numbers, and custom fields are accurately captured. You can also assign tags, categorize contacts, and even link form submissions to specific accounts or lists within Batchbook.

Ideal for businesses, agencies, and sales teams, this integration helps you streamline lead management, improve customer relationships, and enhance workflow automation. Whether you’re collecting contact forms, newsletter signups, or sales inquiries, Gravity Forms Batchbook Add-On ensures that your CRM remains up to date with zero manual effort.

Key Features:

✔ Automated Contact Creation – Instantly add new contacts to Batchbook CRM when a form is submitted.
✔ Field Mapping – Map Gravity Forms fields to Batchbook contact fields for accurate data transfer.
✔ Tag & Categorize Contacts – Assign tags and categories to organize leads and customers.
✔ Update Existing Contacts – Prevent duplicates by updating existing records instead of creating new ones.
✔ Seamless CRM Integration – Improve workflow efficiency by keeping your CRM synchronized with your forms.
✔ No Coding Required – Set up and manage the integration directly from your WordPress dashboard.

Enhance your lead management and customer relationship strategy with the Gravity Forms Batchbook Add-On, the perfect tool for automating contact updates in your CRM.