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- In Wordpress, install the 'Gravity Forms SolarPlus Add-On' plugin
- In SolarPlus, Go to the 'Integrations' menu (under the admin menu found by clicking on your user name at top right).
If no API Credentials exist, click 'Generate New Secret Key'.
Copy the Token - In Wordpress, go to 'Gravity Forms > Settings > 'SolarPlus' and paste the token
- Create a new Contact Form. Then in the Forms list, under Settings, select SolarPlus.
- Create a new SolarPlus Feed, then click to Edit it.
- Set the mappings between your Gravity Form and the SolarPlus Contact fields, and Custom fields.
Add the fields to your form to correspond with all SolarPlus fields you wish to map. Then map the items on this page to complete the integration. - Add the form to a page and create and submit a form entry from the website. Go to SolarPlus > Contacts and the new lead should be listed here. To continue with a new quote, click the contact name and then 'New Quote'.
- Configure notification emails from Gravity Forms for both the confirmation for the person submitting the enquiry and the team member who should receive notifications for new quotes.
IMPORTANT TIPS
For the address field you can set a default country and optionally show all or some of the fields:
When syncing Custom Fields, take note of the following:
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