1. It's Magic. How to Send Data to Your CRM from WordPress

2. PLAN FOR TODAY WordPress Tools to Send Data to Your CRM
Touching on Salsa, Luminate Online, Engaging Networks, PayPal, GiveWP, and Salesforce
Customizations you can make!
LESLEY
Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

3. ABOUT CORNERSHOP CREATIVE
Founded in 2012 to help nonprofits make the most of the Web
We plan, design, build, and maintain
Won multiple design awards
LESLEY
Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

4. Why do you add forms to your site?
LESLEY
Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

5. Types of Forms Email / eNewsletter Sign up Forms Donation Forms
Volunteer Sign-up
Polls, quizzes
Connect to local programs
LESLEY
Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

6. Types of Forms
LESLEY
Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

7. Types of Forms
LESLEY
Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

8. Types of Forms
LESLEY
Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

9. Make it Pop!
LESLEY
Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

10. Make it Pop!
LESLEY
Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

11. WHAT CRM DO YOU USE? LESLEY
Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

12. OLD WAY
LESLEY
Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

13. NEW WAY
LESLEY
Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

14. What is Gravity Forms? Easily build forms in WordPress
Used by more than 1 million sites
Create basic sign-up forms with one field or even complete, lengthy, multi-step forms
Hundreds of integrations to connect to other systems, payment processors, and databases
LESLEY
Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

15. Creating a Form Step 1: Give it a name LESLEY
Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

16. Step 2: Add fields via drag and drop
Creating a Form
Step 2: Add fields via drag and drop
LESLEY
Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

17. Step 3: Add Notifications & Confirmations
Creating a Form
Step 3: Add Notifications & Confirmations
LESLEY
Also mention ourselves: Ira and Lesley, in Ann Arbor and France. Boutique shop (7 people total), just over two years old.

18. Connecting to a CRM
Cornershop has built integrations with Salsa Labs (classic), Luminate Online, and Engaging Networks.
Data submitted in Gravity Forms gets sent automatically to your CRM

19. Connecting to a CRM Additional integrations to: ActiveCampaign
Campaign Monitor
iContact
Constant Contact
MailChimp
Salesforce
Click & Pledge
Form Assembly
Agile CRM

20. Connecting to CRM
Step 4: Connect to CRM

21. Step 4: GROUPS & CONDITIONS
Connecting to CRM
Step 4: GROUPS & CONDITIONS

22. ALL WITHIN YOUR WEBSITE
Why is this awesome?
So much easier to create forms
You can put forms anywhere
Manage event registration through gravity forms
Collect volunteer sign-ups
Add a payment processor and collect donations
ALL WITHIN YOUR WEBSITE

23. What else is out there?

24. WooCommerce
Build custom stores, forms, and integrate with a variety of payment processors and CRMs
Easily export to import into any CRM

25. GiveWP WordPress specific donation plugin Free!
Dozens of addons for Recurring donations, PDF receipts, Zapier, Payment Gateways, MailChimp, & Constant Contact

26. Salesforce
Brilliant Web-to-Lead for Salesforce
Gravity Forms Salesforce Add-on
Gravity Forms Click & Pledge

27. Custom Integration We can integrate with any system that has an API
Build integrations for supporters, advocacy, donations, events, volunteer management, or even just syncing all data in multiple systems.
Contact us:

28. Q&A
@ira_horowitz
cornershopcreative.com