Prerequisites

• Account on Go High Level is necessary.
• Gravity Form should be installed and activated.
• Go High Level Extension for Gravity Form should be installed and activated.
• To send gravity form data to Go High Level, the form must have the name, email, and phone type set using  Advance Fields(Form>Edit>Add Fields> Advance Fields) on gravity form.

User’s Guide

Step – 1: First install and activate the plugin. Refer to the installation guide.

Step – 2: Go to the Plugin’s Settings > Connect With GHL tab. Connect your GHL business account location by clicking the Connect Your Location button and selecting your business account from the dropdown list. To connect multiple business accounts, repeat this process for each account. Alternatively, you can go to the GHL – Gravity Form admin menu > Connect With GHL tab and follow the same steps.

Step – 3: Now, go to the Settings tab and choose a form to set form-specific Location and Tags. To do this, select the connected location from the dropdown menu and enter the form-specific tags, separated by commas.

Step – 4: One can also set the Global Location and Global Tags from the Global Settings tab. To do this, select the connected location from the dropdown menu and specify global tags. These global tags will be used when no form-specific tags are available.

Step – 5: Alternatively, you can go to Forms > Select Form > Settings > Go High Level to set different or the same Location and form-specific comma-separated tags for the selected form. This tab is identical to the Settings tab.

Step – 6: If you want to Disconnect a location from a specific form, you can do so by clicking the Disconnect button after setting the specific form location. Alternatively, you can go to Forms > Select Form > Settings > Go High Level to disconnect.

Note: The disconnect button is only visible if you set any location for that specific form .

Step – 7: If you face any difficulties configuring the settings, you can visit the Help/Support section or follow the documentation.

Step – 8: If you want to map additional form fields or map custom fields (for Contact and Opportunity), you can purchase the Pro version of this plugin.