Rocket Genius Gravity Forms Batchbook Addon 1.3
Wordpress Plugins GravityForms 4.8 (4.4K reviews)
Rocket Genius Gravity Forms Batchbook Addon is a plugin extension developed by Rocketgenius, the same company behind Gravity Forms. It connects your WordPress forms to Batchbook, a CRM built for small businesses that organizes contacts, interactions, and follow-ups. Batchbook stores each customer's history, making it easy to see past conversations and plan next steps. Instead of manually copying contact details from new form entries into your CRM, this addon performs the transfer automatically. Every time someone submits a form, the addon takes the submitted data and uses it to either create a new contact record in Batchbook or update an existing one. This keeps your sales team working with fresh information and prevents customer lists from becoming stale. The addon operates entirely within the Gravity Forms interface, so no custom code or external integration service is needed. You just install the zip file, activate it, and configure the connection in the settings area.
The main job of this addon is managing contact records. You decide which form fields correspond to which Batchbook fields. A name field on your form can map to the contact name in Batchbook, an email field maps to the email address, and so on. When a submission comes in, the addon checks whether a contact with that email address already exists. If it does, the existing record is updated with the new information. If it doesn't exist, a new contact is created. This update and create behavior gives you a simple way to keep your CRM accurate over time. You can also choose to send data to Batchbook only when certain conditions are met, which prevents unwanted records from piling up. Everything is configured through the standard Gravity Forms settings screens, so there is no separate dashboard or complex setup process. The field mapping is visual and straightforward, letting you see exactly which submitted values will fill which contact properties.
Conditional logic is where the addon shows its flexibility. Gravity Forms already lets you control which fields appear to users, but this addon extends that idea to the CRM side of things. You can set rules so that a contact is only created or updated when a specific field has a particular value. For example, you might only push leads to Batchbook if they select a certain product interest or if they answer a qualifying question in a certain way. This filtering ensures that junk submissions and incomplete forms never reach your CRM. It also lets you segment contacts automatically. If you run multiple forms on your site, each one can trigger different actions in Batchbook, and you can use the same conditional rules to decide what happens with each entry. That is handy for sorting leads. You could also use conditional logic to skip the CRM entirely for certain submissions, keeping only relevant records in Batchbook.
This addon comes as a standard zip file, the same kind you would get from the original developer. Once you install it through WordPress, you activate it and then connect your Batchbook account using the settings page. No additional subscriptions or third-party services are required beyond your existing Gravity Forms license and Batchbook account. Because the addon is built by Rocketgenius, it follows the same code standards and update patterns as the core Gravity Forms plugin. That means it works with the same form fields, notification systems, and entry management tools you already use. The integration suits small businesses that rely on both Gravity Forms and Batchbook, whether for a membership site, a lead generation page, or a simple contact form. It removes the need to export and import contact lists manually. Instead, every qualifying submission flows into your CRM as it happens, so your records remain current with minimal effort. The installation process is the same as with any other WordPress plugin.
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- Item type
- plugin
- Category
- Wordpress Plugins
- Version
- 1.3
- Availability
- In stock
- Delivery
- Digital
- Last updated
- August 10, 2026
The catalog entry for Rocket Genius Gravity Forms Batchbook Addon is grouped with Wordpress Plugins and classified as a plugin. Available product information is shown below with related items from the local catalog.
Usage rights depend on the license selected at checkout. Review the complete terms before using this item for client work, redistribution, SaaS, or more than one end product.