How to integrate leads from Gravity Forms to Legal CRM Follow
This would require:
- Website login information
- The Gravity forms webhook add-on
The first step to integrating your Gravity Form with Legal CRM is to ensure that you have the webhook add-on.
You can confirm this by going to Forms > Add-Ons.
Search for the Webhooks Add-On and make sure that it is Active.
Next head over to your forms. Here you will need to select the form(s) that you want to integrate with Legal CRM.
Click on the Settings link inside of the form you want to integrate and select the Webhooks option in the drop-down.
Click on Add New.
This next step requires you to enter your Legal CRM API information as well as map the data points that you want to send over when a new form is submitted.
Below is a link to our API guide which will explain in depth how to post to the Legal CRM API and what API fields are required/available.
Feel free to reach out to Legal CRM support if you or your vendor has any technical questions.
Once you have configured your webhook to post to Legal CRM please do not forget to press the Save Settings button.
Integration setup guides: