It's Magic. How to Send Data to Your CRM from WordPress

PLAN FOR TODAY WordPress Tools to Send Data to Your CRM Touching on Salsa, Luminate Online, Engaging Networks, PayPal, GiveWP, and Salesforce Customizations you can make! LESLEY Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

ABOUT CORNERSHOP CREATIVE Founded in 2012 to help nonprofits make the most of the Web We plan, design, build, and maintain Won multiple design awards LESLEY Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

Why do you add forms to your site? LESLEY Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

Types of Forms Email / eNewsletter Sign up Forms Donation Forms Volunteer Sign-up Polls, quizzes Connect to local programs LESLEY Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

Types of Forms LESLEY Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

Types of Forms LESLEY Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

Types of Forms LESLEY Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

Make it Pop! LESLEY Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

Make it Pop! LESLEY Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

WHAT CRM DO YOU USE? LESLEY Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

OLD WAY LESLEY Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

NEW WAY LESLEY Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

What is Gravity Forms? Easily build forms in WordPress Used by more than 1 million sites Create basic sign-up forms with one field or even complete, lengthy, multi-step forms Hundreds of integrations to connect to other systems, payment processors, and databases LESLEY Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

Creating a Form Step 1: Give it a name LESLEY Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

Step 2: Add fields via drag and drop Creating a Form Step 2: Add fields via drag and drop LESLEY Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

Step 3: Add Notifications & Confirmations Creating a Form Step 3: Add Notifications & Confirmations LESLEY Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

Connecting to a CRM Cornershop has built integrations with Salsa Labs (classic), Luminate Online, and Engaging Networks. Data submitted in Gravity Forms gets sent automatically to your CRM

Connecting to a CRM Additional integrations to: ActiveCampaign Campaign Monitor iContact Constant Contact MailChimp Salesforce Click & Pledge Form Assembly Agile CRM

Connecting to CRM Step 4: Connect to CRM

Step 4: GROUPS & CONDITIONS Connecting to CRM Step 4: GROUPS & CONDITIONS

ALL WITHIN YOUR WEBSITE Why is this awesome? So much easier to create forms You can put forms anywhere Manage event registration through gravity forms Collect volunteer sign-ups Add a payment processor and collect donations ALL WITHIN YOUR WEBSITE

What else is out there?

WooCommerce Build custom stores, forms, and integrate with a variety of payment processors and CRMs Easily export to import into any CRM

GiveWP WordPress specific donation plugin Free! Dozens of addons for Recurring donations, PDF receipts, Zapier, Payment Gateways, MailChimp, & Constant Contact

Salesforce Brilliant Web-to-Lead for Salesforce https://wordpress.org/plugins/salesforce-wordpress-to-lead/ Gravity Forms Salesforce Add-on https://wordpress.org/plugins/gravity-forms-salesforce/ Gravity Forms Click & Pledge https://wordpress.org/plugins/gravity-forms-click-pledge/

Custom Integration We can integrate with any system that has an API Build integrations for supporters, advocacy, donations, events, volunteer management, or even just syncing all data in multiple systems. Contact us: hello@cornershopcreative.com

Q&A @ira_horowitz cornershopcreative.com