How to Push Gravity Form Submissions to Sugar Market

A lot of Sugar Market customers use WordPress. A popular form plug-in for WordPress is Gravity Forms. In this post, I'll explain how Sugar Market can capture form submission data directly from Gravity Forms.

Create Dummy Form and External Form Connector

  1. Inside Sugar Market create a form with the same questions as the Gravity Form. Make sure the Sugar Market form questions are in the same order as the Gravity Forms questions.
  2. No need to edit the styling of the Form as no one will see the Sugar Market form. It is only built to capture data and to use Form Actions.
  3. Add any Form Actions and Publish the form.
  4. Create a new External Form Connector. Check 'Push to Landing Page' and choose your Dummy Form.
  5. On the Final step use the REST URL option.

Inside Gravity Forms

  1. Install Webhooks plug in into Gravity Forms.
  2. Once installed go into your form and click on 'Settings' and then select 'Webhooks'.
  3. Add a new Webhook.
  4. Name your Webhook. Add the REST URL, Request Method ‘GET’ and Request Form ‘FORM’
  5. Click ‘Select Fields’ and add each field in the same order as in the form. The Key will be the value in-between { } in your REST URL. The Value is the Gravity Forms question/field.
  6. Save your Webhook Settings and Save your Form. Submit your form.
  7. Go into Sugar Market and select your dummy form. Click Reports on the right-hand side and select ‘Individual Form Results’. In the results you should see the answers you submitted on your Gravity Form. It can take 2-3mins to appear.

Please Note: Due to the Webhooks configuration, there is a possibility that people who submit these forms will not be properly cookie'd and "converted" in Sugar Market, which will not allow their web activity to be tracked upon submission. As Gravity Forms and Webhooks are third-party services, the SugarCRM Support team is unable to troubleshoot this configuration as it is outside the scope of support. Instead, we recommend contacting a web developer if you encounter issues with your Gravity Forms and Webhooks placing the cookie.

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