Seamlessly integrate Gravity Forms with doBoard — automatically create tasks for every form submission!
The Gravity Forms doBoard Add-On allows you to automatically create tasks in the doBoard project management system whenever a Gravity Forms form is submitted.
Perfect for automating the processing of leads, orders, support requests, or any other data collected via forms on your website.
The Gravity Forms doBoard Add-On allows you to automatically create tasks in the doBoard project management system whenever a Gravity Forms form is submitted.
Perfect for automating the processing of leads, orders, support requests, or any other data collected via forms on your website.
Direct integration between Gravity Forms and doBoard:
- Automated task creation from submitted forms
- Organization of project contact information
- Team collaboration features for sales and support teams
- A simple alternative to heavyweight CRM platforms
Link Gravity Forms with doBoard to automatically transform every submission into a structured task. If you're managing customer inquiries, processing service requests, or collecting lead information, this integration ensures nothing goes unnoticed.
Every form entry goes directly into your doBoard workspace, creating tasks that can be assigned, tracked, and completed. No manual data transfer, no lost submissions—just a clear process from form to action. Simplified CRM Capabilities doBoard functions as a practical contact management system for teams who need CRM capabilities without the need for enterprise features:
- Store contact information from submitted forms in organized projects
- Track customer interactions through comments and task updates
- Segment contacts by assigning them to specific projects or workflows
- Track interaction history and follow-up status in a single dashboard
Sales and support teams can systematically manage incoming leads. Each submission becomes a trackable task with attached contact information, making it easy to assign responsibility, set follow-up dates, and track conversion progress.
Create repeatable workflows for common business processes—quote requests, support tickets, partnership inquiries—by automatically routing form data to the appropriate team members. doBoard organizes all processes while your team focuses on execution.
Ideal for small and medium teams managing customer relationships, service requests, or sales funnels through WordPress.
- Automatically create tasks in doBoard on form submission
- Flexible feed settings: choose account, project, board, and labels for each form
- Simple authentication using your user token (set globally)
- Supports multiple forms with individual feed configuration
- User-friendly settings interface in the WordPress admin
- Gravity Forms 2.5 or higher
- An account at doBoard
- Upload the plugin files to the
/wp-content/plugins/cleantalk-doboard-add-on-for-gravity-formsdirectory, or install the plugin through the WordPress plugins screen directly. - Activate the plugin through the 'Plugins' screen in WordPress.
- Go to Gravity Forms Settings → doBoard and enter your doBoard user token (global setting).
- For each form, go to Forms → Form Settings → doBoard Feeds and configure the integration options (account, project, board, labels, etc.).
- Save your settings. Tasks will now be created automatically on form submission according to your feed configuration.
If you have questions or suggestions, contact us at [email protected] or use the feedback form.
This plugin is licensed under the GNU General Public License v2 or later. See the LICENSE file for details.
- Initial release
Automate your workflow — connect Gravity Forms with doBoard!