Gravity Forms – monday.com CRM Integration

Installation

WordPress Dashboard
  • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’.
  • Click on ‘Upload Plugin’.
  • Upload plugin zip.
  • Activate plugin.
WordPress Multisite Network Dashboard
  • Go to ‘Network Admin’ -> ‘Plugins’ -> ‘Add New’.
  • Click on ‘Upload Plugin’.
  • Upload plugin zip.
  • Only install plugin zip in ‘Network Admin’ and do not activate it.
  • Activate plugin site wise (‘Site’ -> ‘Admin’ -> ‘Plugins’).

Configuration

  • Go to ‘Admin’ -> ‘GF – monday CRM’ -> ‘Configuration’.
  • API Token: Add your monday CRM API Token.
    If you are an admin user on your monday.com account, follow these steps to access your API token:
    • Log into your monday.com account.
    • Click on your avatar/profile picture in the top right corner.
    • Select Administration > Connections > API.
    • Copy your personal token.
    If you are a member user or an admin on your monday.com account, follow these steps to access your API token:
    • Log into your monday.com account.
    • Click on your profile picture in the top right corner.
    • Select Developers. This will open the Developer Center in another tab.
    • Click My Access Tokens > Show.
    • Copy your personal token.
  • Click on ‘Save Changes’ button.

Integration

  • Go to ‘Admin’ -> ‘GF – monday CRM’ -> ‘Integration’.
  • You can see list of Gravity Forms forms.
  • Click on edit form icon which you want to integrate form.
  • Select a GF – monday CRM board you want to integrate with current form.
  • Click on ‘Filter’ button to filter board fields.
  • Check ‘GF – monday CRM Integration?’ checkbox if you want to integrate monday.com CRM.
  • Select ‘Create Board Record’ or ‘Create/Update Board Record’ action event.
    • Create Board Record: On form submitted, it will add record.
    • Create/Update Board Record: If form submitted email address match with existing record, it will update record. If form submitted email address not match with existing record, it will add record.
  • Map Gravity Forms form fields to GF – monday CRM board fields.
  • Click on ‘Save Changes’ button.

    • API Error Logs

    • Go to ‘Admin’ -> ‘GF – monday CRM’ -> ‘API Error Logs’.
    • You can see GF – monday CRMAPI error logs.

    Settings

    • Go to ‘Admin’ -> ‘GF – monday CRM’ -> ‘Settings’.
    • API Error Notification: Add ‘Subject’ and ‘Send To’. Will be sent GF – monday CRMAPI error to the specified email.
    • Ignore spam entry?: Check ‘Ignore spam entry?’ checkbox if you want to ignore spam status entry when send to monday.com CRM.
    • Delete data on uninstall?: Check ‘Delete data on uninstall?’ checkbox if you want to delete this plugin data on uninstall.