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)

Country Field

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.

Custom Fields

 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.

custom_field_ID