Sync Gravity Forms data with Microsoft Dynamics CRM / Dynamics 365

Overview

You can now sync Gravity form-data to any Dynamics 365 object/table using our Integrate Dynamics 365 CRM plugin. You can easily map any form from the Gravity Form plugin to any Dynamics 365 Object like Accounts, Contacts, Leads, etc. For example, form fields like first-name, last name, email, phone number, etc. can be mapped to dynamics object contact attributes like First Name, Last Name, Email, Business Phone, etc. When user submits the form filling all the details in form, this data will be inserted/updated to the respective object as an entry.

Pre-requisites : Download And Installation

To Sync Gravity form Data to Dynamics 365 CRM you would need the following requirements:

• You would need to install the Gravity form Plugin.
• We need to install the miniOrange Integrate Dynamics 365 CRM Plugin.

Configuration Steps

Step 1: Create Gravity Form

• Install and activate the Gravity Form plugin on your WordPress site.
• Navigate to the forms from the WordPress admin dashboard side panel.
• Click on Add New button to create a new form.

• Enter the Form Title in the given input field and edit the description. Then click on the Create Form button.

• Select standard fields or advanced fields for your form. Once done click on the Save Form button.

• Click on the Embed button and the Embed form section will appear. Here you can select an existing page or create a new one to show the form also you can copy the shortcode and paste it on any page or post.

Step 2: Configure Dynamics Object Mapping using the Integrate Dynamics 365 CRM Plugin

• Navigate to the Form Integration tab.
• Choose Gravity Form from the Select Form dropdown.

• Click on Add New Mapping button.

• Select the Gravity Form from the available forms and click on Save button.

• Select the desired Dynamics Entity Object and click on Save button. After that, you will be able to search for the Dynamics Object.

Mapping Types

Our plugin provides the mapping with Standard Form Fields and Default Value Fields.

• Standard Form Fields: Standard Form Fields allow you to fetch and send data on form submissions based on the mappings you configure.
• Default Value Mapping: Default Value Mapping allows you to set a predefined value for a Dynamics field when form data is not available or when a constant value should always be used.

Field Types

1. Simple Fields

Our plugin provides support for mapping with Simple Fields, including Text, Number, Email, Date, and similar field types.

a. Standard Form Field Mapping

• In the Choose an option dropdown, select Standard.
• In the Select Form Field section, choose the desired form field whose data you want to map.




b. Default Value Mapping

• In the Choose an option dropdown, select Default.
• Specify the default value to be assigned to this Dynamics field in the Enter Default Value section.

2. Picklist and Virtual Fields

a. Standard (Conditional) Mapping

• In the Choose an option dropdown, select Standard and select the Form Field from the available form fields.
• At the top of the Conditional Mapping section, you’ll see the available Dynamics values for the selected entity field.
• Under Conditional Mapping, define the following:

Form Field	Enter the value as it appears in your form.
Condition	Define how the two values should be compared (e.g., Equals).
Dynamics Value	Select the corresponding Dynamics value that should be sent when the form value is selected.





Example:

In the example below, Swimming is entered as the Form Field Value, the condition is set to Equals, and the Dynamics Value is set to Swimming.





How it works?

• The plugin uses these mappings to decide which Dynamics value to send when a specific form option is selected.
• This tells the plugin that when a user selects Swimming in the form, the corresponding Dynamics value linked to Swimming is sent.

Adding Multiple Conditions:

• To map additional form field values, click Add Condition.
• You can create multiple mappings for all available Form Field Values for the selected form field.




b. Default Value Mapping

• Select Default as the mapping type.
• Choose a value from the available options for the corresponding form field.

3. Boolean Fields

a. Standard Form Field Mapping

• In the Choose an option dropdown, select Standard and select the Form Field from available form fields.
• Enter the Form Field Values available and map them directly with the Dynamics Value.



• In the below example, the form field value Yes is mapped directly to the Dynamics field value True.




b. Default Value Mapping

• In the Choose an option dropdown, select Default.
• Select the Dynamics Field Values available from the dropdown.

4. Lookup Fields

A Lookup Field allows you to associate (or link) a record from another Dynamics Entity with the record being created. This is especially useful when you want to establish relationships between entities. For example, linking a Contact to a Lead.

a. Standard Form Field Mapping

• Click on Add Entities to Relate button.



• Choose the Form Field that contains the value to be used for searching.



• Select the Dynamics Field (from the related entity) on which the lookup search should be performed.

How this works?

The plugin searches for a record in the related entity using the selected Dynamics CRM field as the search field and the value obtained from the selected form field. Once a matching record is found, it is linked to the newly created record.

b. Default Mapping

• Select Default as the mapping type using Choose an option.

You have successfully achieved WordPress Gravity Form Sync to Dynamics 365 CRM.

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