Gravity Forms Batchbook is a specialized integration plugin that connects your WordPress forms directly to the Batchbook CRM. It automates the process of lead generation by automatically creating or updating contacts in your CRM whenever a user submits a form. This tool eliminates manual data entry, ensuring that customer information, notes, and tags are synchronized instantly. It is an essential add-on for businesses looking to streamline their sales pipeline and maintain organized contact records without extra effort.
Gravity Forms – Batchbook
4 USD
| Plugin Name: | Gravity Forms - Batchbook |
|---|---|
| Version: | 1.3 |
| Last Updated: | 2026-03-13 |
| Category: | Wordpress Plugin Premium (Pro) |
| Website usage limit: | Unlimited |
| Download: | Download |
| Info: | You need to subscribe to VIP or purchase this plugin to download. |
| Product Link (from Developer) & Demo | |
Description
Gravity Forms Batchbook is a bridge between your WordPress site and your Batchbook CRM account. When a visitor completes a form, the plugin sends the data to your CRM, creating a new person or company record or updating an existing one based on the email address.
This integration supports mapping form fields to specific fields in Batchbook, allowing you to capture names, phone numbers, addresses, and custom notes accurately. You can also assign tags to new entries automatically, making it easier to segment your leads for future marketing campaigns. The plugin handles the background communication via the API, ensuring that every submission is captured as a potential sales opportunity or customer interaction. It is lightweight, easy to configure, and helps maintain a clean, automated workflow for managing client relationships.


