DoubleScale + Gravity Forms: Capture Leads and Trigger Automated Workflows

Gravity Forms is one of the most powerful WordPress form builders. DoubleScale is an all-in-one WordPress CRM. Together, they create a seamless lead capture and nurture pipeline: every form submission instantly becomes a CRM contact and can trigger any automation you have built.

Requirements

• Gravity Forms (any plan with API access)
• DoubleScale Pro (the Gravity Forms integration is a Pro feature)

Setting Up the Integration

1. Go to DoubleScale, Integrations, Forms, Gravity Forms
2. Click Enable Gravity Forms Integration
3. Select which Gravity Forms you want to connect to DoubleScale
4. For each form, configure the field mapping

Field Mapping

Post-Submission Actions

• Add to List: assign new contacts to a specific list
• Apply Tags: tag based on form type or field values
• Trigger Automation: start a specific automation immediately on submission
• Create Deal: create a sales pipeline deal with data from form fields
• Assign Owner: assign the contact to a team member based on field values

Use Cases

Request a Quote Form

Form collects name, email, company, budget range, project description. On submission: create contact, apply tag quote-request, create deal in Lead stage with budget as deal value, trigger Quote Request automation (acknowledgement email plus internal notification), assign to sales team member.

Free Trial Signup Form

Form collects name, email, website URL. On submission: create contact, add to Trial Users list, trigger Trial Onboarding automation (7-email onboarding sequence).

Event Registration Form

Form collects name, email, ticket type. On submission: create contact, apply tag Event Summit 2026, add to Event Attendees list, trigger event confirmation email plus reminder sequence.

DoubleScale respects Gravity Forms conditional logic. If a field is hidden by conditional logic and not submitted, DoubleScale simply leaves that property empty — it does not error or fail the submission.