Gravity Forms Slack Add-On

Gravity Forms Slack Add-On - Integrate Gravity Forms Slack with your team

The Gravity Forms Slack Add-On connects forms created in Gravity Forms with Slack messaging, allowing submissions to be sent directly to channels, threads, or specific users. The solution automates notifications after form submissions, allows you to map form fields to message content, and customize formatting to meet your organization's needs.

Gravity Forms Slack Key Features

• Send notifications to one or more Slack channels when a form is submitted.
• Map form fields to message bodies, titles, action buttons, or Slack Blocks.
• Possibility to send attachments and links to sent files, with the option of previewing them in the message.
• Support for conditional routing – notifications sent only for specific responses or field values.
• Post threaded replies to keep conversations organized in a channel.
• Customizable message templates with support for variables and Markdown/Slack Block Kit formatting.
• Authorization via token or OAuth, management of channel access permissions.
• History of sent notifications and integration logs available in the Gravity Forms panel.

Benefits for the team

• Faster response to reports – information is immediately sent to the channel where the appropriate team is working.
• Reduce email traffic – new ticket communication moved to Slack for increased transparency.
• Better conversation tracking – Leverage Slack threads and blocks to keep discussions moving without the distraction of other channels.
• Flexible notification rules – automatic routing of notifications to the appropriate departments based on form data.
• Streamline your sales, customer service and recruitment processes with instant alerts and integrated actions.

Applications and usage scenarios

• Lead management: Contact and sales forms generate alerts for the sales team, including contact details and lead priority.
• Customer service: Service requests go directly to the support channel, reducing response times and facilitating collaboration.
• Recruitment: Candidate applications sent to the HR channel with attached CV and recruiter comments.
• Event registrations: event registrations and attendance lists visible in real time to organizers.
• Administrative notifications: Alerts about errors or critical issues sent to developer channels.

How Gravity Forms Slack Setup Works

Configuration involves authorizing integration with a Slack account and defining sending rules for selected Gravity Forms forms. The administrator maps form fields to message elements, selects target channels or users, and sets the conditions under which notifications should be sent. Multiple rules can be created for a single form, allowing for separating tickets by department, topic, or priority.

Security and Compliance

The integration leverages Slack's authorization mechanisms to limit access to only selected resources. The plugin allows for the transmission of only necessary data and supports privacy policies, allowing you to customize the scope of information sent to channels. Activity logs and sending history facilitate auditing of communication activities.

Practical implementation tips

• Define topic channels in Slack and assign appropriate rules to them from Gravity Forms Slack to avoid information chaos.
• Use conditional rules to send only relevant reports to the channel (e.g., high priorities, specific categories).
• Create message templates with the most important fields (name, email, problem description) for a quick overview of tickets.
• Configure the sending of file attachments or links to ensure complete information without the need to log into your WordPress dashboard for each submission.

The Gravity Forms Slack Add-On combines the flexibility of Gravity Forms with the instant messaging of Slack, accelerating information flow and facilitating collaboration across teams. Featuring field mapping, conditional routing, and message personalization, this integration is suitable for a wide range of industries—from sales and customer service to recruiting and event management.