Gravity Forms – Batchbook Addon v1.3 GPL – Seamless CRM Contact Automation
₹219.00
- Batchbook CRM Integration: Connects Gravity Forms to Batchbook for automated contact creation.
- Real-Time Data Sync: Instantly sends form submissions to Batchbook as contacts or notes.
- Custom Field Mapping: Maps form fields to Batchbook fields for precise data transfer.
- Automated Contact Tagging: Applies tags to contacts based on form data for better organization.
- Conditional Logic Support: Triggers Batchbook actions only when specific form conditions are met.
- Secure API Connection: Ensures safe, privacy-compliant data transfers via Batchbook’s API.
Description
- Seamless Batchbook Integration:
With a simple API setup, you can streamline contact creation and management without manual effort, saving valuable time. Perfect for sales teams, small businesses, and customer relationship managers, this addon enhances workflow efficiency and keeps your CRM organized. Transform your forms into a powerful Batchbook automation tool! - Real-Time Data Sync for Instant Updates:
Instantly send form submissions to Batchbook, creating or updating contacts and notes in real-time to keep your CRM current. Ideal for lead capture, customer inquiries, or feedback forms, this feature ensures rapid follow-ups and eliminates manual data entry. Stay responsive with immediate data transfers. Keep your Batchbook records up-to-date effortlessly! - Custom Field Mapping for Precision:
Map Gravity Forms fields to Batchbook contact fields, including custom fields like lead source or preferences, to ensure accurate and detailed data transfer. Use merge tags to sync form inputs like names, emails, or company details, creating rich CRM profiles. Configure mappings easily in the Gravity Forms feed settings. Deliver organized, actionable data to Batchbook with pinpoint accuracy! - Automated Contact Tagging for Organization:
Automatically apply tags to Batchbook contacts based on form submissions, enabling better segmentation and tracking. For example, tag a contact as “Lead” or “Customer” based on form input to streamline follow-ups or marketing efforts. This feature enhances CRM organization. Set up tags in the feed configuration effortlessly. Optimize your workflows with smart, automated tagging! - Conditional Logic for Targeted Actions:
Leverage Gravity Forms’ conditional logic to send data to Batchbook only when specific conditions are met, such as adding a contact for users selecting “Interested” in a form. This ensures your CRM is populated with relevant data, reducing clutter. Configure conditions in the feed settings for precise control. Streamline your CRM with targeted, conditional automation! - No-Code Setup for Easy Configuration:
Set up the Batchbook integration without coding skills using Gravity Forms’ user-friendly feed configuration interface. Authenticate with your Batchbook API key, map fields, and define actions in minutes, even for WordPress beginners. Clear documentation ensures a smooth setup process. Focus on managing relationships, not tackling technical hurdles. - Secure API Connection for Trust:
Protect form data with secure, privacy-compliant transfers to Batchbook via API, aligning with standards like GDPR. The addon safely handles sensitive information, such as contact details or notes, ensuring trust and compliance. Transparent data management supports reliable workflows. Keep your Batchbook data secure and dependable! - Ideal for Sales Teams and Small Businesses:
This addon is perfect for sales teams, small businesses, and customer-focused professionals looking to streamline contact management. Use it for lead capture, inquiry forms, or customer feedback with seamless Batchbook integration. Its versatility supports consultancies, service providers, or startups aiming for efficiency. Automate CRM tasks and build stronger relationships. Convert form submissions into organized, actionable Batchbook entries!
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