Gravity Forms – LeadSquared CRM Lead Capture Guide

Installation

This plugin requires the Gravity Forms plugin.

WordPress Dashboard
  • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
  • Click on ‘Upload Plugin’
  • Upload plugin zip
  • Activate plugin
FTP, SFTP, SCP etc…
  • Unzip plugin zip
  • Upload the unzip plugin folder to your ‘/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
  • Activate plugin

Configuration

  • Navigate to My Account-> Settings -> API and Webhooks and you will see the API Host, Access Key and Secret Key mentioned there.
  • Go to ‘Admin’ -> ‘GF – LeadSquared’ -> ‘Configuration’
  • API Host: Add your LeadSquared CRM API host
  • Access Key: Add your LeadSquared CRM access key
  • Secret Key: Add your LeadSquared CRM secret key
  • Click on ‘Save’ button

Integration

  • Go to ‘Admin’ -> ‘GF – LeadSquared’ -> ‘Integration’
  • You can see list of Gravity Forms Forms
  • Click on edit form icon which you want to integrate form
  • Check ‘Capture Lead?’ checkbox if you want to capture LeadSquared CRM Lead
  • Click on ‘Save’ button to map fields
  • Note: Map fields which is creatable in LeadSquared CRM Lead