Gravity Forms is a popular WordPress plugin used to create robust form-building solutions. This plugin allows users to design and build custom forms quickly and easily.
However, with the increased need for automation in the digital world, many Gravity Forms users struggle to export their form entries to an external application automatically.
Fortunately, there are several methods available that allow Gravity Forms users to export their form entries automatically. In this article, I will discuss how to export entries automatically to other application
Table of Contents
How to Export Automatically to Slack
Exporting Gravity Form entries to Slack channels offers numerous benefits, including streamlined communication, increased efficiency from automated exports, and reduced time manually transferring data.
It can also improve collaboration and productivity by providing enhanced file-sharing options and more accurate record-keeping.
By taking advantage of this feature, teams can maximize their resources for improved performance and better results.
To automatically export Gravity Form entries to Slack, you need to install and activate the Gravity Forms Slack Add-On, and once installed, you can configure it on the form settings, below are the steps to do that.
Step 1: Navigate to Gravity Forms > Add Ons, search for Slack Add-on, and press install.
Next is to configure your slack connection to gravity forms.
Step 2: Navigate to Forms > Settings > Slack and click on “Connect to Slack” button. Follow the setup wizard, you will be asked to login to your slack workspace.
Next, Configure it so that a notification will be sent directly to your Slack channel of choice when an entry is submitted.
Step 3: Navigate to the Form > Settings > Slack.
Inside the settings, you should be able to configure the form to send a message to a public or private group or a direct message.
Step 4: Configure the Slack integration. You should be able to customize the message by using the merge tags.
Step 5: Validate the Setup.
From there, you can set up automation rules which tell the add-on how often it should check for new entries and post them into your channel accordingly.
What are the available Gravity Forms CRM integration?
Gravity Forms is a powerful tool for quickly and easily capturing data from website visitors.
By automatically exporting Gravity Forms entries to a CRM, businesses can reap numerous benefits, such as improved customer relationships with easier integration and up-to-date information.
This, in turn, can increase the efficiency of business processes by streamlining data entry into the CRM. With automated export capabilities, Gravity Forms empowers online businesses to use their resources better, better serve their customers, and reduce operating costs.
Below is a few CRMs software with direct integrations to export your gravity forms data:
- Mailchimp
- ActiveCampaign
- Zoho
- Hubspot
- Aweber
- Constant Contact
- Email Octopus
- iContact
- AgileCRM
How to Export Gravity Forms Entries Automatically to CRM
Integrating Gravity Form into CRM platforms has a similar process. First, you need to install the Addon Plugin, and once installed, you can navigate to the chosen form and set up the integration.
Let’s use Mailchimp as an example. Follow the steps below to do that:
Step 1: Navigate to Gravity Forms > Add Ons, search for Mailchimp Add-on, and press install. (or other similar CRMs)
Step 2: Navigate to Forms > Settings > Mailchimp and click on “Connect to Mailchimp” button. Follow the setup wizard.
Step 3: Once done, navigate to the chosen Form > Mailchimp and click Add New.
Step 4: Map the contact details from Gravity forms to Mailchimp
There you go, entries from the form you just set up should automatically be sent to Mailchimp. The process for other CRMs should be similar.
How to Export Automatically to other applications if integration is not available.
If you are looking to transfer form entries to other applications automatically, but the add-on is not available, you might want to look into using Zapier, the “No code” automation integration. Alternatively, you can also use Webhooks Add-on if you don’t mind doing some coding work.
Some use cases are:
- Gravity forms to Google sheets
- Gravity forms to excel
- Gravity forms to CSV
- Gravity forms to Google Drive
Conclusion
In conclusion, it is possible to export Gravity Form entries automatically export your entries to Slack and other available CRMs. This allows for improved collaboration and communication between teams and increased organization and management of customer data.
By utilizing this guide, it is now possible to efficiently export Gravity Form entries and eliminate manual work. I hope this article has helped you understand the process for exporting Gravity Forms entries to Slack and available CRMs.
If you need help, feel free to reach out.
