We are using Gravity Forms (Wordpress) to allow people to register for our sports league. After they register, it sends the data to our CRM, called FreeAgent. The CRM stores things like the players name, league, parent names, etc.
We also have an automated form where users can make revisions to their original registration info. They use this form if they need to change a shirt size, location or other piece of info. This form is also connected to our CRM and will update the related data after submission. This works, except when the user revises the name or birth date of a player. For example:
> The original registration has player named 'John Broww'
> In our CRM there is now a player named 'John Broww' with their registration info
> Parent made a mistake, the name should have been 'John Brown'
> Parent uses the revision form and changes the name to 'John Brown'
> Now in our CRM there are two players 'John Broww' and 'John Brown' both with the same registration data
> But, there should only be one player named 'John Brown'
This happens because on the original registration we don't save the unique id of the player in the CRM. If a player registers multiple times, we try to look up the entry in our CRM based on their name and date of birth. If it finds a matching entry, it uses that, otherwise it creates a new entry. We need someone to help us fix this problem. Here is our proposed solution:
- Original registration form for reference: [login to view URL]
- Revision form example: [login to view URL]
- Screenshot attached of CRM
1. On the original registration form add three hidden fields (you can register 3 players on the form):
- Player 1 - FreeAgent Id
- Player 2 - FreeAgent Id
- Player 3 - FreeAgent Id
2. After the registration form is submitted, save the unique FreeAgent Id to these fields for each player. We already do this for the parent info. This part is done through an API written in PHP. The code we have already returns the FreeAgent Id, we just need to save it to the form entry.
3. On the revision form, instead of updating players based on name/date of birth, update them based on the unique FreeAgent Id.
I can provide FTP and Wordpress access to our website and instructions on where to find the relevant code. Can also provide login to our CRM.
This is a live site, so please be extra cautious as you make changes, we do not want to affect any users that may be trying to register.
Thanks and let me know if you have questions.
Hello, I will fix your current registration form script to update the Player name and DOB without duplicate entries in FreeAgent CRM. I will complete this work in a day.
Looking forward to your reply to start this work immediately. I am available online for 8 - 10 hours per day as a full-time freelancer.
$46 USD in 2 days
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30 freelancers are bidding on average $120 USD for this job
Hello there, thank you for detailed explanation. As you stated, if we update record in CRM based in unique id issue would be saved. If you send me login infos I can handle this in 4 hours, thanks!
Hello sir, my name is Sanjay from Dynamite Web Solution and I am here to offer help with your Gravity Forms connection to your FreeAgent CRM. After assessing the problem, we have proposed a solution that will fix the issue.
We have access to the relevant code on your website as well as login to your FreeAgent CRM so that we can make any necessary changes. We would be more than happy to provide this assistance in order to provide you with the best results possible.
We look forward to hearing from you soon!
Hi there, Hope you are doing great! I am a professional WordPress expert and I can quickly Fix Gravity Forms connection to Your CRM
Wordpress is my specialty, ready to start and look forward to work with you.
Thanks
Nabeel
Hi ,
I got myself interested and very suitable for this project and would like to discuss it with you over the chat so proceed further as i am having experience and expertise in PHP, HTML, CSS, Website Design and WordPress. Cost and timeline will be finalised after our discussion so please message me.
Waiting for your response, Thanks
Regards
Umer Hayat
Hi, I have looked your screenshot and I can work this. I will save the FreeAgent Id on the registration form, so we can update based on the unique FreeAgent Id.
I am ready to get started right away. Any other details?
I helped more than 600+ clients, I am an expert in Wordpress, PHP, HTML, and CSS with 17+ years of experience. Your satisfaction is more important than money, you only need to pay when your project is completed.
Best regards,
Steven
Hi There,
I'm familiar with Gravity Forms, FreeAgent and Wordpress and I'm confident that I can help you resolve your issue. I can provide FTP and Wordpress access and instructions to relevant code, as well as login to the CRM. I am experienced in making changes to live sites, ensuring no negative effect on any users. Please let me know if you require further details.
I am interested in your project.
Please feel free to send me a message with any queries. Thanks in advance for giving me the opportunity to work with you.
Best Regards,
Sirajum Munir.
Hello,
I hope you're well. I've carefully reviewed your request to address the player data synchronization issue between your Gravity Forms registration system and FreeAgent CRM. I'm confident I can assist in resolving this problem effectively.
Here's what I will offer:
* Issue: Resolve duplicate player data in FreeAgent CRM.
* Solution:
1- Add FreeAgent Id fields to registration form.
2- Use PHP API to store FreeAgent Ids.
3- Update revision form to use Ids for player updates.
* Minimal Disruption: Ensuring no impact on live site users.
* Access: Will need FTP, WordPress, and CRM access.
* Efficiency: Expect a prompt resolution.
Please feel free to reach out if you have any questions or need further clarification. I'm committed to delivering a solution that resolves this issue efficiently. Thank you for considering my proposal, and I look forward to working with you.
Best regards,
M Sharjeel.
Hi there, my name is Uma and I am a PHP/Wordpress specialist with 5 years' experience. I understand you are looking for someone to help you fix Gravity Forms connection to your CRM and I believe I am the perfect person for the job. Specifically, I can help you with part 1 of your proposal - adding three hidden fields on original registration forms so that you can save unique FreeAgent Ids for each player after they register. This is done through an API written in PHP that already returns the FreeAgent Ids but needs to be saved to the forms entries.
I can provide FTP and Wordpress access to your website so that you can see exactly how the code is located before making any changes. Additionally, I can provide login access to your CRM so that you can see exactly how it is structured before making any revisions.
Hi,
I am writing to express my interest in your "Fix Gravity Forms connection to our CRM"and to submit my bid for the development of your WordPress website.
I have rich experiences in Website Design, HTML, WordPress, CSS and PHP
I have extensive experience in developing custom WordPress websites that meet the unique needs
and goals of my clients.
My service is committed to delivering high-quality work and
providing exceptional customer service.
I believe that clear communication and collaboration with my clients is key to the success of any project,
and I am eager to work with you to bring your vision for "Fix Gravity Forms connection to our CRM" to life.
Thanks for giving opportunity
Hi there,
Hope you're well. I'm excited to submit my proposal for this job. With a solid background in wordpress plugins and themes customizations, woocommerce, API integrations, php, javascript, html etc.
TBH I'm new on freelancer but not for this job, I've 6+ years of experience in web development, Just give a chance to show my skills.
I have thoroughly reviewed this job description and ready to start on this now. It's clear to me that you're seeking a developer that fulfill your requirements and I'm confident in my ability to provide a quality work to you. I will give my best until your satisfaction.
I'm ready to discuss further things and look forward to hearing from you on the same.
Thanks.
Hello there! My name is Andres Alfredo and I am the founder of one-stop digital studio. We specialize in creating exceptional digital solutions for businesses. We have worked with a lot of clients, from small startups to large corporations, and have seen first-hand the difficulty that many face when trying to connect Gravity Forms (Wordpress) with their CRM, FreeAgent. Specifically, after users register on the form it sends the data to FreeAgent, which stores things like player name, league, parent names and more.
When users want to make revisions to their original registration info (like changing their shirt size or location), they use an automated form that is also connected to FreeAgent. This works fine when updating the name or date of birth of a player, but when it comes to revising the name of a player parent's mistake can happen. This causes issues for users since on the original registration form we do not save the unique id of the player in the CRM so if a user registers multiple times we try to look up the entry based on their name and date of birth. If it finds a matching entry it uses that one instead of creating a new entry.
We need someone
Hi Elliott B.,
It seems like a very fit work for me.
I have done exactly the same work 2 months before.
I have deep experiences on PHP.
Lets connect in chat so that we discuss further.
Regards
Hello,
I propose to address your registration and revision form issue as follows:
Add Hidden Fields: I will integrate hidden fields on the original registration form, as suggested, to store the unique FreeAgent Id for each player.
API Integration: I will enhance the existing PHP API integration to save the FreeAgent Id to the hidden fields upon form submission. This will ensure that the FreeAgent Id is associated with the correct players.
Update Revision Form: I will modify the revision form to use the stored FreeAgent Ids to update player information in your CRM. This will eliminate duplicate entries and ensure accurate data updates.
Testing and Caution: Before implementing any changes, I will thoroughly test the modifications on a staging environment to ensure they work seamlessly. Once validated, I will apply the changes to the live site with utmost caution to avoid disruptions to ongoing registrations.
Documentation: I will provide clear documentation on how the system works for your reference.
With these enhancements, your registration and revision forms will maintain accurate player data in your CRM, avoiding duplicate entries. Please provide access, and I will begin the implementation.
Hi there! I'm Avinash and I am excited to hear about your project. With 8+ years of experience in PHP and specifically with WordPress,I have checked all the attached references and the screenshot, I am sure I can do this quickly!
I believe I am the best fit for this job.
I understand that on your original registration form you don't save the unique FreeAgent Id for each player in the CRM so that when they register multiple times it looks up their entry based on their name and date of birth. If it finds a matching entry it uses that one instead of creating a new one. This is causing issues for you when users try to make revisions to the names or dates of birth of players.
I can help you solve this problem by adding three hidden fields on the original registration form that will save the unique FreeAgent Ids for each player so that they can be used when they make revisions to their registration information. Additionally, on the revision form we can update players based on their unique FreeAgent Id instead of their name/date of birth so that there is only one entry for each player in your CRM.
Hello,
I am new to the Freelancer platform but come with over two decades of experience in digital transformation, with a strong expertise in WordPress since 2005.
I understand the issue you're facing with your Gravity Forms registration and revision process, and I'm ready to help you implement the proposed solution. Adding hidden fields to capture the FreeAgent Id and updating the revision form to use this unique identifier for player updates is a logical and effective approach.
I will carefully handle the changes to your live site to ensure there's no disruption to user registrations. With access to your WordPress site and CRM, I will swiftly implement the necessary code modifications and thoroughly test the solution to guarantee its functionality.
Your satisfaction with the resolved issue is my top priority, and I'll ensure that your sports league registration process works seamlessly.
Thank you,
Kandarp Bhatt
