SugarCRM for Gravity Forms
Connect Gravity Forms to SugarCRM so form submissions automatically create or update Leads, Contacts, or Cases.
What it does
Manually copying form submissions into SugarCRM takes time and causes errors. This add-on sends data from any Gravity Forms form directly to your SugarCRM account the moment someone submits a form.
You map your form fields to SugarCRM fields, choose whether to create a new record or create/update an existing one, and the plugin handles the rest using the SugarCRM API. File uploads from your forms are attached to SugarCRM Notes automatically.
It works for teams that use SugarCRM to manage leads, customer contacts, or support cases and want their WordPress forms to feed that data in without manual work.
Key features
- Map form fields to SugarCRM Lead, Contact, or Case fields
- Choose to create a new record or create/update an existing one
- Supports SugarCRM custom fields including Phone, DropDown, MultiSelect, Date, Email, and Text
- Uploads Gravity Forms file attachments to SugarCRM Notes
- Supports the Assigned To relationship field
- Logs SugarCRM API errors and can email them to a specified address
- Integrate as many forms as you need
Good for
Written from Obtain Code’s own listing. Version and dates come straight from the source and are checked weekly.
Which SugarCRM modules does this work with?
It supports Leads, Contacts, and Cases.
Can it update an existing record instead of always creating a new one?
Yes, you can choose the Create/Update Module Record action so existing records are updated when a match is found.
Does it handle file uploads from my forms?
Yes, files attached through Gravity Forms are uploaded to SugarCRM Notes.
What happens if the SugarCRM API returns an error?
Errors are logged in a dedicated section and can be emailed to an address you specify.