How To Use

 

Prerequisites

• Ensure you have a Go High Level account.
• Gravity Form latest plugin(Ver- above 2.8) must be installed and activated.
• Install and activate the Go High Level Passion – Pro.
• Map an email or phone field in your form to a corresponding Go High Level field.

User Guide

For Global Setting:

Here, you can view the graphical representation of the plugin Global Setting process: Click Here

 

• Step – 1: Visit your WordPress Dashboard and open the Gravity Forms menu. Inside the menu, click on the Settings > GHL for GF option.

• Step – 2: Once you’ve selected the GHL for GF option, enter the License Key that was sent to you by email after purchasing the Pro plugin. Don’t forget to save your settings to ensure you get all future plugin updates. Make sure the License Key is correct! 

• Step – 3: If you want to mark certain email keywords as spam, enter those keywords separated by commas.

 

 

• Step – 4: If you wish to apply tags globally, enter the tags separated by commas. Check the checkbox if you want to attach the global tag to every form.

 

• Step – 5: If this checkbox is checked, only emails with valid email addresses will be sent to GHL, while invalid ones will be marked as spam. If this checkbox is unchecked, any email address will be sent to GHL.

 

• Step – 6: If you want to send Multifile field value to ghl then click the checkbox.

• Step – 7: Now, click the Connect to GHL button to link a GHL subaccount globally. This means all form leads will be sent to the connected GHL subaccount if no form-specific GHL subaccount connection is set up. Note: You will need to map the required fields(i.e. email or phone) in the form settings to send leads to GHL, which is shown in the next section, Form Specific Settings.

 

For Form Specific Setting:




Here, you can view the graphical representation of the plugin General Form Specific Setting: Click Here



• Step – 1: Go to the Forms section within the Gravity Forms menu. Navigate to your required form and click on its Settings option. Then, find and click on the GHL for GF option.

 

• Step – 2: If you want to create custom fields, follow these steps: First, access your GHL Business Account. Next, go to the Custom Fields section to create your own fields. These custom fields will then be available in the GHL Custom Fields dropdown within the form customization tab.

– For Single Line Input Fields

– For Checkbox Input Fields
Step – i: Create a checkbox field inside GHL CRM Custom Fields settings option.

Step – ii: In Gravity Forms, create checkbox fields that match the custom fields you’ve set up, using the same checkbox values.

Step – iii: Now, map the GHL Contacts Custom Fields and Form Fields on the settings page for that specific form.
(Note: To select Form Fields, choose “Add Custom Value” > “Insert Merge Tags” > select the Form Field name and pass its value.)

• Step – 3: To save an opportunity custom field values at form submission, you need to follow some basic steps:
  Step – i: To create opportunity custom fields in the GHL CRM, go to your GHL business account, navigate to the “Custom Fields” section, create the fields, and they will appear in the “GHL Opportunity Custom Fields” dropdown in the form customization tab of our plugin.
  

  

  

  
  Step – ii: Create a pipeline and assign stages in that pipeline. (i.e. Here the Pipeline name is “Demo” and add the stages “New Lead” and “Hot Lead”.)

  

  
  Step – iii: Next, go to the form-specific settings section of our plugin. You will see the opportunity custom fields shown in the dropdown. Select the desired field and map it to the corresponding GHL form field.

  

  
  Step – iv: Now Select the Pipeline Name and Pipeline Stage where you want to create the Opportunity.

  

  
  Step – v: Finally, save these settings. By completing these steps, you can send opportunity custom field values to your selected pipeline.

  

  

• Step – 4: You can also use custom fields name as a tag with your own tag and separate them by comma.

• Step – 5: If you want to use custom field values as tags, combine them with your own tags and separate each tag by a comma.

• Step – 6: If you want to send the lead to a different sub-account for a particular form, you can connect it from the form-specific connection button.

• Step – 7: If you encounter difficulties with saving the form, contact creation, connecting to GHL, or spam issues, you can troubleshoot them easily. First, go to the GHL for GF section within Gravity Forms, click on it, and then navigate to the Log tab. Any errors related to the form will be displayed on the screen.