Tags and custom fields
Classify contacts and update data that can support service and the agent according to the account configuration.
WordPress forms with Zapier
Connect Gravity Forms to Whatsplaid with Zapier.
Send new WordPress form submissions to Whatsplaid as organized contacts.
App connectedGravity Forms
Automation
Contacts and operations
Suggested flowConfigurable
01
EventoNew entry in Gravity Forms
origin02
MappingMatch identifiers and only the necessary fields.
Zap03
ResultCreate or update contact in Whatsplaid
destination
Beyond contact capture
Automate support, AI and operations.
Contacts are an entry point. The value of the connector also lies in bringing context into the conversation and allowing authorized systems to participate in Whatsplaid operations.
Reply within the window
Send a reactive reply when the contact started the conversation and the support window remains open.
Pause or reactivate
Change the agent's status in a conversation to coordinate automation and human intervention.
Handoff and tickets
Request human support with context and close tickets when the external flow completes the work.
View products and orders
Fetch data from the configured source to support automations, without creating a public cart or checkout.
Availability verified
Each operation respects account, plan, modules, settings, permissions, and external connections.
Ready-to-configure automation
How to connect Gravity Forms to Whatsplaid.
Connect your WordPress website forms to Whatsplaid's lightweight CRM without manual import.
STEP 01Open the Zapier action
Choose the source event and the corresponding action in Whatsplaid or the connected app.
STEP 02Connect your Whatsplaid account
In Whatsplaid's Integrations menu, click Install Zapier. The platform creates a dedicated key for you to copy and use in the connection.
STEP 03Configure the fields
Select the form and map the full phone number, name, email, source tags and required fields.
STEP 04Test before publishing
Use an authorized record, check the result at the destination and validate the deduplication rule before activating the Zap.
Real requirements
Availability according to your account.
Whatsplaid checks the account's capabilities. Plan, modules, settings, permissions, and external connections may determine which operations are available.
Predictable matching
Use the full phone number and preserve origin identifiers whenever the connected app allows it.
Avoid loops
Specify which system controls each field and prevent an update from repeatedly reverting back to the originating application.
Responses only allowed
Text messages can only reply to conversations started by the contact while the support window is open.
Inquiries, not checkout
Products and orders are retrieved from the configured source. The integration does not create a public cart or checkout.
Questions about Gravity Forms and Whatsplaid.
Do I need to schedule/program this integration?
No. Zapier lets you choose events, actions, and map fields through its interface. The availability of each action still depends on the capabilities of the Whatsplaid account.
How are duplicate contacts prevented?
The create-or-update contact action uses the full phone number as the identifier. In the other app, also configure a stable matching key.
Can I send messages through Zap?
You may reply to a conversation started by the contact within the allowed support window. This action must not be used for campaigns, reactivation, or proactive messages.
Where do I connect my account?
Install Zapier from the Integrations menu in Whatsplaid, copy the dedicated key created in the flow, and complete the connection in Zapier.
Gravity Forms + Whatsplaid
Open in ZapierSet up your automation in Zapier.
Connect the accounts, map the fields, and validate the result with a test record before publishing.