Gravity Forms is a WordPress plugin that allows you to build forms for your website.
QuillCRM Automations’s integration with Gravity Forms enables you to create and run automations based on the submission of a form.
Let’s now consider a scenario—when someone submits a form and selects a particular option, we’ll send them an email.
For example, when someone leaves 4 or more ratings on your feedback form, we want to send an appreciation email.
When you install Gravity Forms for your WordPress site, you’ll see it listed here:
Here’s how you can set it up:
Step 1: Create a form using Gravity Forms >> Click on ‘Forms’ >> Add a new form
When you click on the ‘Add New’ button, a popup appears. Take a look:
Enter your form name and description here, then hit the ‘Create Blank Form’ button.
Pick multiple elements and design a form like this:
Step 2: Create a new automation and add the ‘Form Submitted’ event.
After that, go to the Automation tab and select the Gravity Forms trigger.
You will see the automation workflow. Click on the trigger to set the trigger settings.
After selecting the form type, choose the form you created in Gravity Forms from the Form ID dropdown menu.
Contact Field Mapping
Map the following required fields:
- First Name—Maps to contact’s first name
- Last Name—Maps to contact’s last name
- Email – Maps to contact’s email address (required)
For each field, you can either:
- Enter a static value
- Use merge tags by clicking the # icon
- Select from dropdown options
Email Field Options
For the Email field, select the appropriate mapping from the dropdown:
- Email Address – Standard email field
Other Fields
You can add additional custom fields by:
- Click + Add Field button
- Select the Field Label from the dropdown
- Enter the Field Value or select a field/custom value
- Use the # icon for merge tags
- Click the trash icon to remove a field
Contact Settings
Configure how contacts are handled:
Lists
- Select which list(s) new contacts should be added to
- Choose from your existing contact lists
Tags
- Assign tags to contacts submitted through this form
- Helps with segmentation and automation
Update Options
Toggle these settings as needed:
- Update existing contact—Updates contact information if email already exists
- Update blank fields—only fills in empty fields on existing contacts
- Mark as Subscribed – Automatically subscribes contacts to your email list
Conditions
There is one condition that you get with your form submission event: Form Field.
Hit the Add New Condition button and click on the form builder when setting up conditions.
Next, select the field from the drop-down for which you want to set the rule. In our case, it’s the question, ‘How would you like to rate your shopping experience with us?’
Since in this example we’ll be taking 2 rating values, ‘4’ and ‘5’, hit the ‘Add another condition’ to create 2 conditions—one for rating = ‘4’ and the other for rating = ‘5’.
Take a look:
like this.
Merge Tags
Here are some common merge tags available for your form-based automations in QuillCRM Automations:
- Form ID—Pulls the Form ID
- Form Title—Gives the title of the form
- And other fields—you create from your form.
You can use these merge tags to fetch and post the dynamic data entered on forms.
To fetch any field of your form, click on the copy icon next to the form field merge tag.
After that, go to the Gravity Forms plugin and submit the Contact Form to trigger the automation.
Fill in all data.
If the user selects 4 or 5, the condition is met and the action will run (for example, sending a thank-you email or triggering an automation).
Your automation is live and running.
Now when any user signs up to your form and selects one of the product categories, it’ll send the particular email you assigned to them.
Well done! You’ve successfully set up an automation using Gravity Forms in QuillCRM Automations.