This add-on integrates between Close.IO CRM and Gravity Forms. You can connect your account to any form by entering your Close.IO API key. Gravity Forms Entry fields can be mapped to any CRM fields. Instead of creating new Object, it is possible to update old objects, by setting Primary Key field. All local entries are synchronized with Close.IO entries. If you update/delete/restore an entry that entry will be updated/deleted/restored in your CRM. By default all entries are sent to the Close.IO, but it is possible to apply filters & setup rules.
If there is an error while sending data to Close.IO an email containing the error details will be sent to the specified email. A log is kept of each entry sent (or not sent). Entries can easily be resend to the CRM. Logs can be exported as a CSV file for forecasting, bookkeeping, and accounting purposes.
This add-on comes for free at WordPress.org, but has two premium licenses which include (update)support.
- Professional, $49 yearly (5 sites)
- Developer, $79 yearly (25 sites)
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