WordPress Plugin · Gravity Forms to Wealthbox
Send Gravity Forms Leads Straight to Wealthbox
Each form submission becomes a Wealthbox contact the moment it arrives. You don't need Zapier, CSV exports or copy and paste. Pick a form, match the fields and publish.
One-time payment, plus VAT where applicable. Needs WordPress 6.0+, PHP 8.0+ and Gravity Forms.
Contact form
- Name
- Emily Carter
- emily@example.com
- Phone
- +1 (555) 010-0142
- Annual income
- $150k to $250k
Wealthbox CRM · New contact
- Name
- Emily Carter
- emily@example.com
- Phone
- +1 (555) 010-0142
- Annual income
- $150k to $250k
Why We Built It
Leads Arrive on Your Website. Advisors Work in Wealthbox.
Gravity Forms collects leads well, but financial advisors work in Wealthbox. Moving a lead from one to the other usually means paying for an automation service or retyping every entry.
We built Mappings for Wealthbox during client work to close that gap inside WordPress. Once a form is mapped, each new lead goes into Wealthbox automatically. Pro adds custom fields, contact updates, sync logs and nested forms.
How It Works
Set Up in Three Steps, No Code
-
Connect
Paste your Wealthbox API token under Wealthbox → Settings and click Test connection.
-
Map
Choose a Gravity Form, then pick the Wealthbox field for each form field from a searchable list.
-
Publish
From then on, every new submission creates a contact in Wealthbox.
-
Check (Pro)
Returning people are updated instead of duplicated, and every sync is written to the log.
The Flow
From Submit Button to CRM in Seconds
Everything runs inside your own WordPress site. No third-party service sits in the middle.
-
Form submitted
A visitor fills in any Gravity Form.
-
Mapping applied
Each field goes to the Wealthbox field you chose.
-
Contact matched
Pro looks up returning people by email or phone.
-
Saved in Wealthbox
A new contact is created, or the existing one is updated.
-
Logged
Pro records the result for you to check.
Features
Everything a Form-to-CRM Connection Should Do
The free plugin covers the basics. Pro handles custom fields, returning clients and a record of every sync.
- Free
Any Gravity Form
One mapping per form, on as many forms as you like. Duplicate a mapping to reuse it.
- Free
Standard contact fields
First, middle and last name, nickname, job title, company, email, phone and background info.
- Free
Smart value formatting
File uploads arrive as links. Checkbox and multi-select values arrive one per line. Consent fields keep their full text.
- Free
Hidden and tracking fields
Map UTM tags, user IDs and other hidden fields with one toggle.
- Free
One-click connection test
Confirm your token works before any lead is sent.
- Free and Pro
20+ developer hooks
Filter the payload, add tags, change the email type or add your own logic. Every hook is documented.
- Pro
Wealthbox custom fields
Your Wealthbox custom fields are matched to form labels automatically and cached, so the mapping screen loads quickly.
- Pro
Update, or create and update
Find returning people by email or phone and update their record instead of creating a duplicate.
- Pro
Private contact index
Matching uses SHA-256 fingerprints, so the index never stores a raw email or phone number. A match is one local lookup, with no API call.
- Pro
Sync logs
Each entry shows the status, HTTP code, contact ID, and the full request and response. Sort and filter by date.
- Pro
GP Nested Forms
Map child entries such as extra addresses or dependents. Each one arrives as its own numbered line.
- Free and Pro
Safe to remove
Deactivating the plugin deletes nothing, and it never deletes contacts in Wealthbox.
Free vs Pro
Start Free. Upgrade When You Need More.
| Feature | Free | Pro · $49 |
|---|---|---|
| Map any Gravity Form to Wealthbox | Included | Included |
| 9 standard contact fields | Included | Included |
| Create new contacts | Included | Included |
| File, checkbox, multi-select and consent formatting | Included | Included |
| Hidden fields, mapping duplication, connection test | Included | Included |
| Developer hooks | Included | Included |
| Wealthbox custom fields with auto matching | Not included | Included |
| Update only, or create and update | Not included | Included |
| Match contacts by email or phone | Not included | Included |
| Sync logs with request and response | Not included | Included |
| GP Nested Forms support | Not included | Included |
Pricing
Pay Once. No Subscription.
The free plugin stays free. Pro is a single payment per site.
-
Free
$0
Create contacts from any Gravity Form.
- 9 standard contact fields
- Unlimited forms and mappings
- Value formatting and hidden fields
- Developer hooks
- Most popular
Pro
$49 one time
Plus VAT where applicable.
Everything in Free, plus the tools a busy practice needs. One site per licence.
- Wealthbox custom fields
- Update, or create and update
- Email or phone matching
- Sync logs
- GP Nested Forms
- WordPress
- 6.0+
- PHP
- 8.0+
- Gravity Forms
- Required
- Wealthbox
- API token
- GP Nested Forms
- Optional
FAQ
Straight Answers
Do I need Zapier or another automation tool?
No. The plugin connects to the Wealthbox API directly from your WordPress site.
Will it update people who are already in my Wealthbox?
Pro updates contacts the plugin has already created or updated. Matching contacts that were in Wealthbox before you installed the plugin is planned for a future update.
Does it send my old form entries?
No. Only submissions made after you publish a mapping are sent.
Where is my data stored?
In your own WordPress database and in Wealthbox. Nothing passes through our servers. Pro keeps sync logs in your database and matches contacts with fingerprints, not raw emails.
How many sites does one Pro licence cover?
One site per licence. Buy a licence for each site that runs Pro.
Is this plugin made by Wealthbox?
No. It is an independent plugin built by Metafoid. It is not made or endorsed by Wealthbox.
Stop Letting Leads Wait in an Inbox
Install the free plugin in a few minutes, and upgrade to Pro when your forms need more. Need a custom integration for your firm? We build those too.
Built by Metafoid. Wealthbox is a trademark of its owner, and Gravity Forms is a trademark of Rocketgenius. This plugin is independent and not affiliated with either.