Prerequisite for this setup is to have previously configured properly working lead email integration in Perfex CRM, click here to read more how to configure.
Configure Perfex CRM
After you install and activate the plugin from the WordPress admin menu click on CRM Marketing ->Configuration->Perfex CRM
Enter Perfex CRM integration email: click here to read more how to configure.
Configure Gravity Form
After you install and activate the plugin gravity forms from the WordPress admin menu click on CRM Marketing ->Choose Contact Form
Chose the form you want to configure and click on the edit.
Left menu choose Perfex CRM -> click add new -> click add field to map fields
Available lead fields
field_name field_title field_email field_website field_phonenumber field_company field_description field_address field_city field_state field_country field_zip field_lead_value (v2.5.0)
If you are passing a country field, keep in mind that the country must be ID from Perfex CRM database table for countries (tblcountries) or the name Eq. United States (without typos) because Perfex CRM script will compare the country name passed in the message body and find suitable country id from Perfex CRM countries table.
Eq user writes United States, this will work fine, but if a user writes a country name that does not exist in countries table or makes a typo eq. Untited States, Perfex CRM won’t be able to identify the ID of the country from countries table.
case you want to integrate a custom field for a lead, you can use custom_field_ID, Replace the ID with the actual custom field ID which can be found in Setup->Custom Fields.