Sync form submissions between Gravity Forms and Keap

Systasis Computer Systems

<h3>The best Keap feed for Gravity Forms.</h3>
<p>Integrates Gravity Forms with Keap (formerly Infusionsoft) CRM, allowing form submissions to be automatically sent to your Keap CRM account.</p>
<h3>Features</h3>
<h4>Easily create contacts under certain conditions</h4>
<p>For example, Contact creation occurs only when the visitor enters an email address.</p>
<h4>Affiliate tracking</h4>
<p>Give your affiliates a link containing their Affiliate code to a Gravity Form. Keap will record the link click.</p>
<h4>Leadsource assignment</h4>
<p>Assign leadsources to a Keap contact.</p>
<h4>Duplicate checking</h4>
<p>Duplicates will be updated or created. Check on:</p>
<ul>
<li><strong>Company</strong>, <strong>Name</strong>, <strong>Email</strong></li>
<li><strong>Name</strong>, <strong>Email</strong></li>
<li><strong>Email</strong></li>
</ul>
<h4>Upload to Contact Filebox</h4>
<p>Optionally upload files to a Contact’s filebox using a form upload field.</p>
<h4>Combine fields</h4>
<p>Avoid assigning too many Keap custom fields. Combine values from multiple Gravity Form fields into one Keap custom Contact field.</p>
<h4>Conditional or Unconditional API Goals</h4>
<p>Trigger an Keap campaign based on submitted form values or on every Gravity Form submission.</p>
<h4>Feed export and import</h4>
<p>Gravity Forms’ Form Export/Import service includes Feed definitions.</p>
<h3>Configuration</h3>
<p>See <a href="https://systasis.co/gravity-forms-infusionsoft-feed-configuration" rel="nofollow ugc">Configuration</a> for configuration instructions.</p>
<h3>Deactivate</h3>
<p>Use the following process to disable the plugin and clear the custom field cache:</p>
<ul>
<li><em>Plugins</em> > Systasis GF Infusionsoft Feed > <em>Deactivate</em></li>
</ul>
<h3>Uninstall</h3>
<p>This process <em>deletes all feeds</em>, clears all caches and deactivates the plugin.<br />
Use this process when you suspect the plugin is not operating correctly <em>and you want to delete all feeds</em>.<br />
This process deactivates the plugin, it does not delete the plugin from the WordPress environment.</p>
<p>Use the following process to <em>delete all feeds</em> and Deactivate the plugin.</p>
<ul>
<li><em>Plugins</em> > Systasis GF Infusionsoft Feed <em>Settings</em> > <em>Uninstall Add-On</em></li>
</ul>
<h3>Delete</h3>
<p>You must <em>Deactivate</em> or <em>Uninstall</em> the plugin before performing this process.</p>
<p>Use the following process to remove the plugin from the WordPress environment:</p>
<ul>
<li><em>Plugins</em> > Systasis GF Infusionsoft Feed <em>Delete</em></li>
</ul>
<h3>Additional Info</h3>
<h3>Clear Cache</h3>
<p>Due to Keap API usage limits, Gravity Forms stores Keap custom fields data for twelve hours.<br />
If you make a change to your custom fields, you might not see it reflected immediately due to this data caching.</p>
<ol>
<li>Navigate to Gravity Forms Settings > Systasis Gravity Forms Feed Add-On</li>
<li>Click the “Clear Custom Fields Cache” button</li>
</ol>
<h3>Affiliate Field Type</h3>
<p>The Feed Add-On supports affiliate tracking using a custom field type.<br />
The purpose of this field is to extract an Affiliate Code or ID from the URL, and send it to Keap via its link tracking service.<br />
You will use this field as follows:</p>
<ol>
<li>Add an instance of it to a Gravity Form</li>
<li>Configuring the resulting field to indicate the name of the URL query variable</li>
</ol>
<h3>Step One: Add an Affiliate field</h3>
<p>Find the Affiliate ID field in the “Advanced Fields” section</p>
<p>The Affiliate Id field is a <em>hidden</em> field on your form<br />
Add the field to a form like any other field, usually at the top of the form.</p>
<h3>Step Two: Configure an Affiliate field</h3>
<p>The only configuration required for an Affiliate` field is to name the URL query parameter.</p>
<p>The presence of this field triggers the Feed Add-On to create a link tracking record for the Affiliate in the newly created or updated Contact.</p>
<ol>
<li>Open the field’s configuration panel, then click the “General” tab</li>
<li>Change the Field Label value to “Affiliate Code” from “Untitled”</li>
<li>Click the “Advanced” tab</li>
<li>Enter the name of the URL query parameter in the “Parameter Name” setting
<ul>
<li>Name the field “affiliate” when the form will be loaded by an Infusionsoft Referral Partner link, found on the Referral Partner Center.</li>
<li>The name choice is yours to make when the form will be loaded via links you create in emails or other web pages.</li>
</ul>
</li>
</ol>
<h3>Data Type Mapping</h3>
<p>Describes how Gravity Forms data types map to Keap data types.</p>
<p>These are suggested GF types. The GF Single Line Text data type will map to any Keap data type.<br />
For example, Keap will not store a Single Line Text with the value “32-Jan-2018” as a Date data type.</p>
<p>Keap data types that <strong>do not</strong> define value choices will reject a bad value when that value is out of range.<br />
Keap data types that define value choices will accept any value even when that value is not in the choice list.</p>
<pre>
Keap                    Gravity Forms      Comment
-------------           ------------       -------
Contact File Box        File Upload

Currency                Number             2 decimal places

Date                    Date

Date/Time               N/A

Day of Week             Drop Down          Use numbers 1 - 7 as values
                                           See Note 1
                        Number             Use GF min/max

Decimal Number          Number

Drilldown               N/A

Dropdown                Drop Down

Email                   Email

Month                   Drop Down          Use numbers 1 - 12 as values
                                           See Note 1
                        Number             Use GF min/max

List Box                Multi Select

Name                    Name (Full)

Percent                 Number

Phone Number            Phone

Radio                   Radio Buttons

Social Security Number  N/A

State                   Drop Down          Use two-letter state abbreviation as values
                                           See Note 1

Text                    Single Line Text   255 characters

Text Area               Checkboxes        \
                        Drop Down          \
                        Multi Select        > 64,000 characters, csv list of selected options
                        Radio Buttons      / See Note 1
                                          / See Note 2

Text Area               Paragraph Text     64,000 characters

User                    N/A

User List Box           N/A

Website                 Website

Whole Number            Number             Round half away from zero

Year                    Drop Down          See Note 1
                        Number             Use GF min/max

Yes/No                  Checkboxes        \ See note 3
                        Drop Down          \ See Note 1
                                            > Yes = 1, No = 0
                        Radio Buttons      /
</pre>
<p>1   Ensure the default value is the empty value; make the first entry an empty value.<br />
2   Map combineable fields using the “Combine Fields” feature and setting the CSS class on the field’s <em>Appearance</em> tab.<br />
    Use the Keap Text Area datatype to store more than 255 combined characters.<br />
3   For opt-in, consider a Checkbox with a single option value “Yes”</p>


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