Gravity Forms Batchbook Add-On

The Gravity Forms Batchbook Add-On enables seamless integration between Gravity Forms and Batchbook, a customer relationship management (CRM) platform designed for small businesses. This add-on allows form submissions to automatically create or update contacts and related data within Batchbook, eliminating manual data entry and keeping customer information synchronized across platforms.

Key Features

• Automatic Contact Creation - Form submissions automatically create new contacts in Batchbook with mapped form fields
• Contact Updates - Update existing Batchbook contacts when form data matches existing records
• Field Mapping - Map Gravity Form fields to corresponding Batchbook contact fields and custom attributes
• Conditional Logic - Use Gravity Forms conditional logic to determine when data is sent to Batchbook
• Multiple Form Support - Configure different Batchbook integrations for different forms
• Error Handling - Built-in error logging and notifications for failed submissions
• Feed Configuration - Create multiple feeds per form to send data to different Batchbook lists or with different conditions
• Custom Field Support - Map form fields to Batchbook custom fields and properties
• Two-Way Sync Options - Populate form fields with existing Batchbook data when applicable
• API Authentication - Secure connection to Batchbook using API credentials

Best For

This add-on is ideal for small businesses and service providers using Batchbook as their CRM who want to capture customer information through Gravity Forms without manual data transfer. It works well for lead generation forms, contact forms, inquiry submissions, and customer onboarding processes where automatic CRM integration is needed. Organizations looking to streamline their sales pipeline and reduce data entry errors will benefit from this automated synchronization.