How to set up your Gravity Form

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We’ve had a lot of requests for a Gravity Forms extension. We have now written this and here’s how to create a Gravity Form which sends the data to your Zero BS CRM.

Your Zero BS CRM must be installed and activated on the same WordPress install as your Gravity Form.  We have simplified the Zero BS CRM extension and now the ‘advanced’ part of this documentation.

Required Fields

Zero BS CRM requires an email to add contacts. It’s also recommended to capture first name and last name. For Gravity Forms, to add these fields use the Advanced Fields area of the Gravity Forms Form creator as shown below.

Choose Name, and also Email.

Storing the Contacts Name

When choosing the Gravity Forms Name field you can decide which parts of the name to collect (including prefix) as shown below. Zero BS CRM does not support suffix, but does support prefix.

You do not need to add any admin field labels to the standard fields of Name and Address when using the above options.

IMPORTANT

To make sure that Zero BS CRM knows to look at the form submission you MUST add a hidden field with a specific value ‘addtozbs’ as shown below

add_to_zbs

The other ‘standard’ fields such as Name, Address and Phone Numbers can be added in any location.

USING GRAVITY FORMS WITH ZBS CUSTOM FIELDS

If you are finding out your custom fields are not added once following these steps please let us know via [email protected]

Background:

Custom fields are stored against customers with a specific ‘indexation’. This is so users of ZBS CRM can be flexible and add as many custom fields are they like.

In the Zero BS CRM Settings page you’ll see a Customers: Custom Fields area. This has a list of your custom fields. Under each custom field you’ll see a slug.

When setting up your Gravity Form with custom fields you need to add an Admin Label to tell Zero BS CRM that the input from this field is something you want to store in the custom field. These are logged as custom-slug-1, custom-slug-2 etc.

So in the above example, in the Admin Label you’d enter website-link

Once you have setup your form entries in Gravity Forms and given them an Admin Field Label under ‘Advanced’ your data will be saved into the custom field.

SETTING A STATUS VIA A GRAVITY FORM

You can also choose what status of contact your Gravity Form provides, to control this you need to create a Gravity Forms field with Admin Label status and then set this, either via a hidden value, or you could even let your submitter input this.

ADDING TAGS VIA A GRAVITY FORM

You can also choose what tags to add to the contacts your Gravity Form provides, to control this you need to create a Gravity Forms field with Admin Label “zbs-tags” and then set this, either via a hidden value, or you could even let your submitter input this.

STORING TELEPHONE NUMBERS

Zero BS CRM and the Gravity Form Connector extension can be used to store phone numbers too. For this to work you’ll need to have three phone number fields. They are stored in the following order

  1. Home Telephone
  2. Work Telephone
  3. Mobile Telephone

If you’re only wanting to store the 2nd or 3rd phone number type, simply add all three, then set the first (or first and second) to be hidden fields. This will make sure the number is stored in the correct field.

MAKE INVOICES AUTOMATICALLY

Gravity Forms comes with “Product” fields where you can set price and quantity and if these are present in your Gravity Form, you can tell Zero BS CRM to make an invoice on the back of the form data. This is perfect if you’re running an event and want to capture people’s interest and also exactly what they’re looking for.

Example:-
Zero BS CRM: Event
Tickets:  [Quantity] * $200   

Then when submitted, Zero BS CRM will generate an invoice, for the quantity chosen and it will be ready for the contact to pay.

To tell Zero BS CRM to do this, you need to add another hidden field on your form with makezbsinv exactly how the above addtozbs field is described.

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