You can use Gravity Forms with Wordpress and automatically create new leads in Táve thanks to the Táve Gravity Forms Integration plugin.
Step 1: Install Gravity Forms
You will need to buy and download Gravity Forms from their website: http://www.gravityforms.com/
Once downloaded, you'll go to Plugins › Add New › Upload Plugin
Once installed, you'll need to activate the plugin and enter your support license key which should have been included with your download from Gravity Forms.
Step 2: Install Táve Gravity Forms Integration Plugin
From the Add New plugin page in Wordpress, search for Táve. You'll find the official Táve Gravity Forms Integration plugin:
Click Install Now to install it and then click the Activate button.
Step 3: Connect Gravity Forms Plugin to your Táve Account
From the Forms menu on the left, go to Settings › Táve. There you'll find fields for Táve Studio ID and Táve Secret Key. You'll find that information in your Táve account at Settings › New Lead API. Once you've retrieved it, copy the values into those empty fields in Wordpress and update settings.
Step 4: Build a Contact Form
From the Forms menu on the left, select New Form. You'll be prompted to give your form a title and a description. You can just call it 'Contact Us' or 'Contact Form'.
Most contact forms should include Name, Email, Phone Number and Message field options. In addition, you should add three dropdowns: 'Regarding', 'Who are you?' and 'Where did you hear about me?' (You can specify what exact words you'd like to use). These will be REQUIRED for the integration with Táve. You can also add a Date field to get the event date.
This is for Job Type. You'll make a drop-down selection of the specific Job Types a client can inquire about.
***EXTREMELY IMPORTANT*** The options you put for Job Type must match EXACTLY what you have in Táve under Settings › Job Types.
'Who are you?' field
This is for Job Role. Much like the Job Type field above, you'll make a drop-down selection of the specific Job Roles a client can have. Again, these options much match exactly what you have set up in Táve in Settings › Job Roles.
'Where did you hear about me?' field
This field is for Lead Source. You'll make a drop-down of specific Lead Sources. These options should match what you have set up in Táve in Settings › Lead Sources.
Step 5: Map the Contact Form Fields You Built to Táve Fields
After you've built the fields of your contact form, you'll need to map them to Táve fields so that they get matched and imported correctly. Go to the top of the form builder and switch from Edit to Settings and then to Táve Field Mappings settings:
Here you'll match your contact form fields with Táve fields. Email to Email, First Name to Name (First), Last Name to Name (Last), Phone to Phone. Lead Source to 'Where did you hear about me?', Job Type to 'Regarding', Job Role to 'Who are you?', Event Date to Event Date, and Message to Message. Your mappings should look something like this:
Be sure to Update Settings to save your changes.
Step 6: Add Your Contact Form to Your Contact Page on Your Website
Go to the Wordpress page you've designated as your contact page on your website. At the top, there is a button for 'Add Form' from which you will select the Gravity Forms form you built previously and insert it into the page.
Publish the page and then visit it. You'll see your new contact form and you can test it by filling it out yourself. The new lead should appear in Táve. You're done!
You can create custom fields in Settings › Custom Fields to collect additional information beyond the standard field. Once you create those fields, they will show in your Táve Field Mappings settings in Gravity Forms, where you can map them to the field you've built for it in your Contact Form.
Sometimes you might want to create a contact form where the client doesn't select what type of job they're inquiring about. You'll do this my making the field hidden and giving it a default value that it will send to Táve:
You can use this same concept for Job Role, if you always want to assume someone with the job role of Bride is filling out the form, for example.
That's it! You're all set up. If you have any specific questions about this integration, don't hesitate to reach out to us at Support.