Zack Katz

<h3>Integrate Gravity Forms with Highrise</h3>
<h4>No more exporting and importing from Gravity Forms into Highrise</h4>
<p>Gravity Forms is the best form plugin for WordPress. <a href="http://highrisehq.com/" rel="nofollow ugc">Highrise</a> is the best web-based CRM.</p>
<h4>Gravity Forms + Highrise = Happy Sales Team</h4>
<p>This free Highrise Add-On for Gravity Forms adds contacts into Highrise automatically, making customer relationship management simple. The setup process takes less than three minutes, and your contact form will be linked with Highrise.</p>
<h3>This plugin supports great Highrise functionality:</h3>
<ul>
<li>Multiple phone numbers (work, home, mobile, fax, other)</li>
<li>Multiple email addresses (work, personal, other)</li>
<li>Twitter</li>
<li>Highrise Custom Fields: simply label the field the same name as the Custom Field in Highrise, and the information will be added!</li>
</ul>
<h4>Other Gravity Forms Add-ons:</h4>
<ul>
<li><a href="https://wordpress.org/extend/plugins/gravity-forms-addons/" rel="ugc">Gravity Forms Directory & Addons</a> – Turn Gravity Forms into a WordPress Directory plugin.</li>
<li><a href="https://wordpress.org/extend/plugins/gravity-forms-constant-contact/" rel="ugc">Gravity Forms + Constant Contact</a> – If you use Constant Contact and Gravity Forms, this plugin is for you.</li>
</ul>
<h3>Originally developed by <a href="http://www.glidedesign.com/" rel="nofollow ugc">Glide Design</a></h3>
<p>If you have questions, comments, or issues with this plugin, <strong>please leave your feedback on the <a href="https://github.com/katzwebservices/Gravity-Forms-Highrise-Addon/issues" rel="nofollow ugc">Plugin Support Forum</a></strong>. <a href="https://wordpress.org/plugins/gravity-forms-highrise-crm/" rel="ugc">Or use a different plugin</a>.</p>


Gravity Forms Highrise Add-on

Integrate the remarkable Gravity Forms plugin with Highrise.

glomberg

alexandergull

sergefcleantalk

anton_cleantalk

CleanTalk Inc

<p>Seamlessly integrate Gravity Forms with doBoard (Project management). Automatically create tasks, organize and track 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 websiteв’s forms. Short name (acronym) for the plugin is GF2DB.</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 app (PM). It helps teams communicate with users 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 GF2DB 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 submissionsв – 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>
<h3>Support</h3>
<p>If you have questions or suggestions, contact us at welcome@cleantalk.org.</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>


doBoard Addon for Gravity Forms / Project management / Task management

Organize and track all messages from your site. Gravity Forms, upgraded with Project Management (PM).

Gravity Forms Highrise Add-on vs doBoard Addon for Gravity Forms / Project management / Task management