HighLevel

Overview

The Gravity Forms HighLevel Add-On connects Gravity Forms to HighLevel, making it easy to turn form submissions into contacts and, optionally, pipeline opportunities.

Create a HighLevel feed for any form, map standard and custom contact fields, apply tags, and control when submissions are sent using conditional logic. For sales workflows, the add-on can create an opportunity in a selected pipeline stage, assign it to a user, and populate its name and monetary value using Gravity Forms merge tags.

The result is a flexible way to move leads and sales data from WordPress into HighLevel without manually copying submission details between platforms.

Key Benefits

• Sync Gravity Forms submissions to HighLevel automatically
• Create new contacts or update existing contacts using HighLevel’s duplicate settings
• Map names, email addresses, phone numbers, addresses, and other contact details
• Send Gravity Forms values to HighLevel custom fields
• Apply fixed or dynamically generated tags to contacts
• Optionally create pipeline opportunities for submitted entries
• Select the opportunity’s pipeline stage and assigned user
• Build opportunity names and monetary values with Gravity Forms merge tags
• Use conditional logic to control which submissions are sent
• Delay feed processing until payment is received
• Capture affiliate IDs from an am_id URL parameter or cookie
• Send affiliate IDs, products, and sale amounts to HighLevel custom fields
• Store HighLevel contact and opportunity IDs with the Gravity Forms entry
• Validate HighLevel credentials from the WordPress settings page
• Cache custom fields, pipelines, and users to keep feed configuration responsive
• Customize contact, opportunity, and affiliate data with developer filters

How It Works

Connect the add-on to a HighLevel sub-account using a Private Integration Token and Location ID, then create a HighLevel feed from the settings area of a Gravity Form.

When a visitor submits the form, the add-on:

1. Collects the form values configured in the feed.
2. Creates or updates a HighLevel contact using the mapped contact and custom fields.
3. Applies any configured fixed or dynamic tags.
4. Sends affiliate attribution data when affiliate tracking is enabled.
5. Stores the returned HighLevel contact ID with the Gravity Forms entry.
6. Optionally creates an opportunity for the contact in the selected pipeline stage.
7. Stores the resulting opportunity ID with the entry for future reference.

HighLevel controls how duplicate contacts are matched through the sub-account’s Allow Duplicate Contact setting. At least an email address or phone number must be mapped so HighLevel can create or update the contact.

For opportunity workflows, enable Create Opportunity in the feed and select a pipeline stage. You can then use static text and Gravity Forms merge tags to define the opportunity name and monetary value, as well as assign the opportunity to a HighLevel user.

Conditional logic can restrict the feed to submissions that meet specific criteria. Forms that collect payments can also delay processing until payment is received, helping ensure that HighLevel receives confirmed customers and accurate sale values rather than incomplete transactions.

Affiliate tracking can capture an am_id value from the visitor’s URL and retain it in a cookie for 30 days. The feed can send this ID, along with product and sale information, to dedicated HighLevel contact fields for use in HighLevel workflows. The add-on sends attribution data but does not create commissions or payouts.

This release connects one HighLevel location to each WordPress site using a location-level Private Integration Token.