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Integrating ProsperWorks with Gravity Forms Using Zapier: A Step-by-Step Guide

Published on Feb 28th, 2024

Integrating customer relationship management (CRM) tools with your business's website forms is essential for streamlining your lead acquisition and management processes. ProsperWorks, now known as Copper CRM, can be effectively integrated with Gravity Forms, a popular form builder for WordPress websites, through the power of Zapier.

Understanding the basics of Zapier integration:
Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, MailChimp, and now, ProsperWorks with Gravity Forms. It can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. It's like having an extra employee that works 24/7, just for you.

Setting up the ProsperWorks and Gravity Forms integration:
Before you start, ensure that you have accounts for Gravity Forms, ProsperWorks (Copper CRM), and Zapier.

Step 1: Create a Zap
Log in to your Zapier account and click on ‘Make a Zap!’ Start by choosing Gravity Forms as your trigger app. To connect Gravity Forms to Zapier, you must have the Gravity Forms Zapier Add-On installed and activated on your WordPress site.

Step 2: Select the Trigger Event
After choosing Gravity Forms as the trigger app, select the exact trigger event, which could be a new form submission. Follow the prompts to connect Zapier to your WordPress site where Gravity Forms is installed.

Step 3: Choose ProsperWorks as the Action App
Now select ProsperWorks (Copper CRM) as the action app where the data from the form submission will be sent.

Step 4: Select the Action Event
Choose the action that should be taken in ProsperWorks when your form is submitted. This might be creating a new lead, a new contact, or updating an existing record, depending on your workflow.

Step 5: Connect Your ProsperWorks Account
Connect your ProsperWorks account to Zapier by signing in through the prompted window. Grant the necessary permissions for Zapier to access your ProsperWorks information.

Step 6: Map Gravity Forms Fields to ProsperWorks
Set up the template that will dictate how the data from Gravity Forms fields will map to ProsperWorks fields. Be thorough to ensure that no crucial data is lost or mismatched.

Step 7: Test Your Zap
Before finalizing everything, test the Zap to make sure that the data is transferring correctly from Gravity Forms to ProsperWorks. If errors arise, troubleshoot by checking field mappings and Zap settings.

Step 8: Activate Your Zap
Once you are confident everything is working seamlessly, activate your Zap. Now, each time your form is submitted, the data will be captured in your ProsperWorks CRM automatically.

Best Practices for Zapier Integrations:
Always test thoroughly before going live.
Ensure that field mappings are done correctly.
Monitor Zap activity regularly for any failures.
Keep your Zapier and application APIs updated.

By following these steps, your forms will work in tandem with your ProsperWorks CRM, creating a powerful lead management system. Automating your workflow not only saves you time but also ensures data accuracy and consistency.

Remember to monitor and optimize your Zaps frequently to match any updates to your business processes or changes in the applications' APIs. It's all part of keeping your business running smoothly and ensuring your leads are managed effectively.

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