Gravity Forms Add-on for Vtiger - VTLix

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Saving leads directly is one of the features that Vtiger provides the customers with. Having a WordPress website, you might be willing to store information in your CRM by some forms. That’s when Gravity Forms Plugin which is available here becomes a necessity!

When downloading Gravity Forms plugin, ensure its version is matched with your PHP version.

From Plugins section, click on Add New. Then upload the file from Upload Plugin and click on Install Now to install the plugin. Eventually, you’re supposed to activate it.

Open Vtiger Gravity forms settings and fill in the blank fields with the required information.

• Vtiger URL: your Vtiger URL is the one you use to open your CRM
• Username: Use an administrative username because the chosen user needs to have access to Add a new lead, contact, organization, etc.
• Access Key: Enter the user access key for whom you entered his/her username above.

Information Settings > User advanced options> Access Key

• License Key

Save settings after inserting the required info.

To create new forms for specific modules, follow the instruction below after Gravity forms installation.

Menu>Forms>New Form>Add field

By moving the mouse pointer to any of the records you’ve created, some options will appear on which a click on , then  General to set the record required and make sure users will definitely fill it in.

In addition, a click on  Advanced in the same section, you’d get to disable the possibility of viewing a value for the user and change it from visible to Administrative  to determine it is only visible to the system administrators.

Next, go to Settings and specify in which module you would like your form to show up.

And then, through the options facing each of the records, select the equivalent record in your CRM so that they match.

and finally save the settings.

To add a new contact via Gravity forms, place the form in your website and insert the information.

Now it’s time to check if the settings have been applied to your CRM: Open your CRM then go to the desired module. e.g. contacts.

In the contact list, you can see that the Gravity Forms records have been transferred here.