Go high level (GHL) extension for Gravity Forms

July 23, 2024

Go high level (GHL) extension for Gravity Forms Plugin

This Gravity Forms extension seamlessly syncs with GoHighLevel CRM for streamlined lead management and enhanced follow-up.

🌐 Official Website | 📖 Documentation | 💁 Support

This plugin sends Gravity Form Data to Go High Level on form submission.

If you are not aware, of what GHL is, please review here

🚀 Level Up with Go High Level Extension for Gravity Forms

This Go High Level extension is a valuable tool for users who want to integrate their Gravity Forms with Go High Level CRM. This extension provides a simple and efficient way to transfer form data to Go High Level CRM, enabling users to manage their leads and follow up with potential customers more effectively. Whether they are managing a small business or a large organization, this extension can help users streamline their lead management process and improve their overall workflow.

🚀 What Makes it the Best Extension

☑️ Connect different GHL Locations for subaccounts/forms.
☑️ Send leads across different accounts in GHL CRM.
☑️ Manage multiple projects simultaneously.
☑️ Increase process efficiency.
☑️ Add multiple tags on specific forms according to one’s choice.
☑️ Add global tags for all the forms.
☑️ Provide customization options.
☑️ Free to use.

🚀 Important Points to Remember

☑️ While creating a form always use Advanced Fields in Gravity Forms (Specifically for Name, Email, and Phone Number Fields). Purchase our Pro plugin to map more fields
☑️ Add tags in the form to get better results in GHL.
☑️ Check the documentation for more information. Click Here

🚀 UNLOCK MORE FEATURES WITH GHL PRO

Go one step ahead with the Go High Level PRO version. Enjoy additional features that can increase lead management efficiency and business productivity. It enables mapping more than limited fields like Name, Email, and Phone number. Check below what you’re missing and grab the PRO version now!

☑️ Real-time lead creation
☑️ Global tag integration
☑️ Global GHL API configuration
☑️ Higher flexibility in lead management
☑️ More customization options
☑️ Better user management
☑️ Higher automation in business management
☑️ Add multiple custom fields
☑️ Use Gravity Forms field value(s) as a Go High Level Tag

Click here to enable the Go High Level PRO version

This feature can be especially useful for users who need to manage leads across multiple accounts or businesses.

Documentation & Support

For more detailed instructions and documentation, visit our Documentation.

If you need any help or customization in the plugin, please connect with us HERE

VIDEO TUTORIAL

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Installation

Installing and Activating

☑️ To get started with the Go High Level extension, users need to install and activate it. They can do this by downloading the extension from the WordPress Plugin Directory.
☑️ Once the extension has been downloaded, it can be installed by uploading it to the WordPress site’s plugin directory.
☑️ After installation, it can be activated by navigating to the plugins page in the WordPress dashboard and clicking the Activate button next to the Go High Level Plugin.

Setting up the Plugin

Once the Go High Level extension is activated, one can follow any of the method listed below:

Method 1

☑️ Open the plugin settings and move to the Connect With GHL tab and connect your GHl Business Account you can connect multiple sub-accounts.
☑️ Now move to Setting tab and Choose the form from the dropdown and Select the connected loction from the dropdown and form specific tags (If needed).
☑️ Now move to the Global settings tab and Choose the form from the dropdown and Select the connected location from the dropdown and form specific tags (This Part is Optional).
☑️ Now it is ready to transfer form data to GoHighLevel CRM.

Method 2

☑️ Go to GHL – Gravity Form under Gravity Forms and to the Connect With GHL tab and connect your GHl Business Account you can connect multiple sub-accounts.
☑️ Now move to Setting tab choose the form from the dropdown and Select the connected location from the dropdown and form specific tags (If needed).
☑️ Now move to the Global settings tab and Choose the form from the dropdown and Select the connected location from the dropdown and form specific tags (This Part is Optional).

Method 3

☑️ Go to forms under Gravity Forms.
☑️ Go to the settings of the form and then Go High Level.
☑️ Select the connected location from the dropdown.
☑️ Fill the form-specific tag (If needed).
☑️ You can also delete the location for that specific form if its already connected to any location.

When a user submits a form, the data is automatically transferred to Go High Level CRM and can be viewed in the lead section of the CRM. This makes it easy for users to keep track of their leads and follow up with potential customers.

Screenshots

  1. Installing Plugin "Go high level (GHL) extension for Gravity Form".

    Installing Plugin "Go high level (GHL) extension for Gravity Form".

  2. Plugin activated

    Plugin activated

  3. Upgrade to PRO

    Upgrade to PRO

  4. Connect With GHL

    Connect With GHL

  5. Settings Tab

    Settings Tab

  6. Global Tag Setting

    Global Tag Setting

  7. Help/Support

    Help/Support

  8. Form setup

    Form setup

  9. Form specific Location connection & Tag setting

    Form specific Location connection & Tag setting

  10. Disconnect Location

    Disconnect Location

FAQ

What data will this extension send from the forms?

Name, email, and phone type data of Gravity Form are sent to the Go High Level API.
Subfield data of name type is also sent including Prefix, First Name, Middle Name, Last Name, and Suffix.

How can I set the name type field?

One can select the name field from Add Fields > Advanced Fields

Can we link the gravity form to multiple sub-accounts?

Yes, we can connect different sub-account locations under the Connect with GHL tab. This allows managing different projects at the same time.

How can I map more fields with GHL fields?

This feature is available in our Pro plugin. Purchase our Pro plugin.

Changelog

4.0.1

  • Update the Documentation Link.

4.0.1 (Critical Update)

  • Implement GHL V2 API.
  • Connect Multiple Location at one place under Connect With GHL Tab.
  • Set form specific tags and location in Settings Tab.
  • Set Global tags and location in Global settings Tab.

3.0.3

  • Bug Fixed
  • UI improvement

3.0.2

  • Bug Fixed – CSS conflict with admin dashboard.

3.0.1

  • Bug Fixed – Updating tags for the same contact while preserving existing tags.

3.0.0

  • Major Changes in User Experience.
  • Added three different tabs.
  • Upgrade to PRO at one click.
  • Manage different forms at one place under settings tab.
  • Help / Support available for any kind of help.
  • Set API Keys across different forms at one place.
  • GHL Global tag Menu renamed as GHL – Gravity Form.

2.1.0

  • Added custom GHL tag option for each form.
  • Added a global GHL tag option.

2.0.1

Added another GHL tag on submission

2.0

  • Different API can be set in each Gravity Form settings.
  • To send different form data to the different Go High Level APIs.

1.0

  • Updated extension for sending data to Go High Level.
  • Simple and easy to configure and use this plugin.

Details

  • Version: 4.0.1
  • Active installations: 400
  • WordPress Version: 3.0.0
  • Tested up to: 6.5.5
  • PHP Version: 7.4

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