Gravity Forms Batchbook Addon GPL v1.3

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Gravity Forms Batchbook Addon GPL – Quickly integrate your Gravity Forms with Batchbook’s small business CRM solution.

$2.41

Last Updated - 26 May 2023 @ 5:03 PM  » Changelog

Description

Gravity Forms Batchbook Addon GPL

Gravity Forms Batchbook Addon GPL – Quickly integrate your Gravity Forms with Batchbook’s small business CRM solution.

Gravity Forms Batchbook Addon GPL

The Gravity Forms Batchbook Add-On is now available. Quickly integrate your Gravity Forms with Batchbook’s small business CRM solution.

Use Gravity Forms to create and update your contacts in Batchbook when a form is submitted on your site. Integrate Batchbook with only the forms you select, or integrate with them all.

You can also use the Gravity Forms built-in conditional logic feature to determine when a contract should be created or updated to fine tune exactly when the interaction with Batchbook will occur.

The Gravity Forms Batchbook Add-On is now available via the Add-On installer within Gravity Forms and the Add-On Downloads page.
Note: The Batchbook Add-On is only available to Gravity Forms Developer license customers and requires an account with Batchbook.

  • Automation – A new Breeze Card is automatically created when a new form is submitted, fully immersing the new form entry into your workflows.
  • Control Over Settings – Select a Breeze Project board and list that you would like new cards submitted to, and add a card name and description to help you identify new tasks.
  • Assign Members – Assign each new card to a team member so no form submission or new task gets overlooked.
  • Due Date – Add a custom due date to each new card created, ensuring no task deadlines are missed.

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