Getting a form live on WordPress takes an afternoon. Getting it to qualify leads, route submissions to the right person, and sync data to your CRM without gaps takes a proper setup. We build Gravity Forms systems that are designed around your process from the first field to the last feed.
A form that collects the wrong data, asks too many questions upfront, or breaks on mobile does not just hurt conversion. It sends incomplete entries into your CRM, creates manual cleanup work for your team, and makes your intake process unreliable.
We design Gravity Forms with your submission outcome in mind. That means the field order is built around how your buyer thinks, not how your internal team categorises data. Conditional logic hides irrelevant questions so the form stays short for users who do not need every field. Multi-page structure breaks longer intake forms into steps that feel manageable without losing partial entry data if a user drops off.
The result is a form your leads can finish and your team can act on.
Every field is mapped to its downstream destination before the form is built. If a field does not feed a CRM property or support a routing decision, it gets restructured. Calculation and hidden fields are configured so entries arrive clean.
Conditional logic runs at two layers. Field level controls what a user sees. Feed level controls whether a submission reaches your CRM at all. A feed condition that never evaluates true will block every submission silently. We test both layers before handoff.
Multi-page forms improve completion on longer intake flows. Page level conditional logic skips irrelevant steps based on earlier answers. Partial entry capture saves submission data progressively so an incomplete form is not a total data loss for your team.
Notification routing sends submissions to the right team member based on form answers. Conditional confirmations control what the user sees after submitting. Both are configured to match your actual workflow, not the Gravity Forms default settings.
Each feed has its own field map, conditional logic, and failure mode. A HubSpot feed, Stripe feed, or Zapier feed is configured, tested with real submission data, and documented before the form goes live.
Every Gravity Forms setup is scoped to the intake process it needs to support. Field architecture, conditional logic, feed configuration, and notification routing are all mapped to your workflow before a single field is placed.
Qualify leads before a discovery call. The form routes entries to HubSpot or Pipedrive based on screening answers and keeps unqualified submissions out of the active pipeline.
Collect client information and case details through multi-page intake forms. Partial entry capture means the team can follow up on incomplete submissions. DocuSign feeds trigger on submission without a manual step.
Handle project intake and onboarding flows. Conditional logic adjusts questions based on service type. The entry syncs to the CRM and sends a Slack notification to the account team.
Handle service request intake and job qualification. The entry routes to the right field team via conditional notification and logs in Google Sheets for dispatch tracking.
If your process involves a form, a CRM, and more than one person acting on the submission, the setup connects all three without a manual step in between.
The feed is not triggering. Either feed level conditional logic is blocking submissions or the CRM token expired silently. The form itself is usually fine. Check the feed config first.
Yes. Conditional notifications handle this at the feed level. Each routing path is mapped, tested with real submission data, and documented before handoff.
With the Partial Entries add-on configured, Gravity Forms saves data progressively. Your team can see what was entered even if the user never reached the final page.
Yes. Feed configuration, field mapping, and integration testing are included in every setup engagement. Nothing is handed off without being tested against your live CRM or downstream tool.
Tell us about your intake process and what your current form setup is missing. We will scope the build and walk you through exactly what needs to be configured before we start.
