Integrate doBoard (CRM) with Gravity Forms (GF). Automatically create tasks for leads, orders and support requests.

glomberg

alexandergull

sergefcleantalk

anton_cleantalk

CleanTalk Inc

<p>Seamlessly integrate Gravity Forms with doBoard (CRM). Automatically create tasks for every message from site.</p>
<p>This add-on creates tasks in doBoard for every submission made through a <a href="https://www.gravityforms.com/" rel="nofollow ugc">Gravity Forms</a> on your site. It automates the processing of leads, orders, support requests, and any other data collected through your website’s forms.</p>
<p><a href="https://doboard.com/?utm_source=wordpress.org&utm_medium=gf-addon-desc&utm_campaign=doboard-crm" rel="nofollow ugc">doBoard.com</a> is a project management system that can also be used as a customer relationship management (CRM) tool. It helps teams communicate with customers and manage midterm projects effectively.</p>
<h4>KEY FEATURES</h4>
<ul>
<li>Direct integration between Gravity Forms and doBoard.com. No need for team members to manually create new tasks, which saves time for real work. </li>
<li>Automated task creation from submitted forms.</li>
<li>Organization of project contact information.</li>
<li>Team collaboration features for sales and support teams</li>
<li>A simple alternative to heavyweight CRM platforms</li>
<li>Ideal for small and medium teams managing customer relationships, service requests, or sales funnels through WordPress.</li>
</ul>
<h4>HOW DOES IT WORK?</h4>
<p>Every form entry goes directly into your doBoard project, creating tasks that can be assigned, tracked, and completed. No manual data transfer, no lost submissions—just a clear process from form to action. The workflow like this,</p>
<ul>
<li>Store contact information from submitted forms in organized projects</li>
<li>Track customer interactions through comments and task updates</li>
<li>Segment contacts by assigning them to specific projects or workflows</li>
<li>Track interaction history and follow-up status in a single dashboard</li>
</ul>
<h4>SIMPLIFIED LEAD MANAGEMENT</h4>
<p>Sales and support teams can systematically manage incoming leads. Each submission becomes a trackable task with attached contact information, making it easy to assign responsibility, set follow-up dates, and track conversion progress.</p>
<h3>SUPPORT</h3>
<p>If you have questions or suggestions, contact us at <em>welcome@doboard.com</em>.</p>
<h3>EXTERNAL SERVICES</h3>
<p>This plugin integrates with api.doboard.com service. By using this plugin, you agree to <a href="https://doboard.com/terms-of-use/" rel="nofollow ugc">terms</a> and <a href="https://doboard.com/privacy-policy/" rel="nofollow ugc">privacy policy</a> of doBoard service.</p>
<p>Cases of data transmission to this service:</p>
<ol>
<li>
<p>User Authentication<br />
Data Sent: Only the user_token as a URL query parameter.</p>
</li>
<li>
<p>Fetching Projects<br />
Data Sent: The account_id (in the path) and session_id (as a URL query parameter).</p>
</li>
<li>
<p>Fetching Task Boards (Tracks)<br />
Data Sent: The account_id (path), session_id, the fixed parameter status=ACTIVE, and an optional project_id (all as URL query parameters).</p>
</li>
<li>
<p>Fetching Labels<br />
Data Sent: The account_id (path) and session_id (as a URL query parameter).</p>
</li>
<li>
<p>Adding a Task<br />
Data Sent: The account_id (in the path). The task data (an array of properties like title, description, etc.) is sent in the body of the POST request, which is encoded as JSON.</p>
</li>
<li>
<p>Adding a Comment<br />
Data Sent: The account_id (in the path). The comment data (e.g., task_id, message, etc.) is sent in the body of the POST request, which is encoded as JSON.</p>
</li>
</ol>


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