Introduction

If you use Gravity Forms on your WordPress site and GoHighLevel as your CRM, Merge can save you time and effort. Instead of copying and pasting form entries, Merge sends each submission directly into GoHighLevel. It handles all the field matching, adds tags based on your form choices, and makes or updates a contact record without you having to lift a finger.

Why You Need Gravity Forms and GoHighLevel to Work Together

  • Skip Manual Entry: Typing each form response into GoHighLevel by hand takes a lot of time and opens the door to mistakes. Merge does it for you.

  • Capture Leads Right Away: As soon as someone submits a form, Merge pushes that data into GoHighLevel. No delays, no missed leads.

  • Add Tags Automatically: You can set rules so that your form choices become tags in GoHighLevel. For example, if someone picks “Consultation,” Merge adds a “Consultation” tag.

  • Stay Organized as You Grow: Whether you have one form or many, Merge keeps all your submissions going into GoHighLevel in a consistent way.

What Merge Does (Features)

  1. Easy Field Matching

    • Point-and-Click Setup: Choose each field from your Gravity Form (like Name, Email, Phone, or any custom field) and match it to the right field in GoHighLevel.

    • Works with Any Field: Text, dropdowns, checkboxes, file uploads—Merge handles them all.

  2. Automatic Tagging

    • Tags from Form Choices: If your form has a dropdown for “Service Type,” Merge can turn that choice into a tag in GoHighLevel.

    • Multiple Tags at Once: You can add more than one tag per entry. For example, “Webinar” and “Newsletter.”

  3. Auto-Create or Update Contacts

    • Turn On/Off with a Switch: Flip the “Auto-Create Contact” option on, and Merge will send every new form entry to GoHighLevel as a contact. If the email or phone number already exists, it updates that contact instead of making a duplicate.

    • Stops Duplicates: Merge checks for matching email or phone before creating a new record.

  4. Instant Data Transfer

    • Real-Time Webhooks: Merge uses GoHighLevel’s webhooks so data moves immediately and quietly in the background. Your site won’t slow down when someone hits “Submit.”

    • Secure Connection: All form data goes over HTTPS to keep it safe.

  5. No Coding Required

    • User-Friendly Dashboard: From installation to mapping to final testing, everything happens in WordPress. You won’t need to touch any code.

    • Quick API Setup: Paste in your GoHighLevel API key and Location ID once, and you’re set to go

How to Set Up Merge (Step by Step)

  1. Install the Plugin

    • In WordPress, go to Plugins → Add New → Upload Plugin.

    • Choose the merge.zip file and click Install Now, then Activate.

    • You’ll see a new Merge menu in your WordPress sidebar.

  2. Connect to GoHighLevel

    • Go to Merge → Settings.

    • Copy your API Key from GoHighLevel (found under GoHighLevel’s Settings → API & Security) and paste it into Merge.

    • Enter your Location ID (also in GoHighLevel).

    • Click Save Settings. Merge will check the connection and show “Connected” if it worked.

  3. Create a New Form Mapping

    • Go to Merge → Form Mappings and click Add New Mapping.

    • In the dropdown, pick the Gravity Form you want to link (e.g., “Contact Us”).

    • Merge will load all the form’s fields right away—no page reload needed.

  4. Match Each Field

    • Next to each Gravity Forms field, choose the GoHighLevel field it should fill. For example:

      • Name → First Name (GoHighLevel)

      • Email → Email Address

      • Phone → Phone

      • Dropdown “Service Type” → Custom Field “Service Type”

    • If you have custom fields set up in GoHighLevel, they’ll show up here for you to pick.

  5. Set Up Tags and Auto-Create

    • In the Tags box, type the tags you want to add when someone submits this form. You can use a form field value as a tag by typing something like Gravity Forms. Merge will replace that with whatever the visitor chose.

    • Toggle Auto-Create Contact on if you want Merge to make or update the contact automatically.

  6. Save and Test

    • Click Save Mapping.

    • Visit the page with your Gravity Form, fill it out with test data (e.g., Jane Doe, [email protected], 555-9876, email), and submit.

    • Go to GoHighLevel’s Contacts section. You should see Jane Doe’s record with all fields filled and the correct tags applied.

How Merge Helps Your Business

  1. Faster Follow-Up

    • Once a form is submitted, your sales or support team sees the new contact in GoHighLevel right away. No more waiting.

  2. Fewer Errors

    • Manual copy-and-paste mistakes disappear. Merge moves data exactly the way you map it.

  3. Clear Records

    • Every contact has the right tags and custom fields filled out, so you can sort and filter leads easily.

  4. Works at Any Scale

    • Whether you have one landing page or fifty, Merge handles them all without extra work.

  5. Keeps Your Site Quick

    • Webhooks run in the background, so your website’s performance stays fast.

Tips for a Smooth Merge Experience

  • Use Simple Field Labels

    • Name your Gravity Forms fields clearly (e.g., “Email Address” instead of “Field 1”) so you know exactly what you’re mapping.

  • Plan Your Tags

    • Decide on a short, consistent list of tags (like “Webinar,” “Download,” “Consultation”) before you start. This keeps things organized when you filter contacts.

  • Test Before Going Live

    • If you have a staging site or a separate GoHighLevel test account, map a form there first. Submit a few test entries and make sure the data arrives correctly.

  • Check for New Fields

    • Whenever you add or change a field in Gravity Forms, update the corresponding Merge mapping. Otherwise, new entries might skip those fields.

  • Set Up Duplicate Checks in GoHighLevel

    • GoHighLevel can block duplicates based on email or phone. With these rules turned on, Merge will update existing records rather than making extras.

Side-by-Side: Merge vs. Other Options

Feature Merge Plugin Zapier GoHighLevel Built-In Forms
Field Mapping Point-and-click for any Gravity Form Requires building a Zap for each form Only works with GoHighLevel’s own forms
Use of Tags Tags from form choices or static text Limited unless you add extra Zap steps Only inside native GoHighLevel forms
Create/Update Contacts Built-in check to avoid duplicates Can create duplicates if not set up right Automatic for native forms
Speed of Data Transfer Instant via webhooks Depends on Zapier’s queue Instant for native forms
Custom Field Support Maps any custom GoHighLevel field Needs extra Formatter steps Limited to fields in GoHighLevel’s form UI
Extra Service Needed? No (all in WordPress) Yes (Zapier subscription) No (but limited form options)

Real-World Examples

  1. Small Marketing Agency

    • Scenario: You run multiple campaigns for different clients. Each campaign uses a Gravity Form on a separate landing page. Instead of exporting CSV files and importing them to each client’s GoHighLevel account, set up Merge once per client. Now, every form entry shows up in GoHighLevel without manual steps.

  2. Online Store

    • Scenario: Your WooCommerce store uses Gravity Forms to collect “Back in Stock” requests. Merge tags each requester with “Back-in-Stock” in GoHighLevel. When you restock an item, your sales team can filter contacts by that tag and reach out immediately.

  3. Local Consultant

    • Scenario: You offer coaching services and use a multi-page Gravity Form to qualify leads. Merge takes each completed form, writes the answers into custom fields in GoHighLevel (like “Years in Business” or “Monthly Revenue”), and tags qualified prospects as “Ready for Call.” Your team can see at a glance who to call first.

  4. Real Estate Agent

    • Scenario: Your website’s Gravity Form collects property inquiries. Merge sends each inquiry to GoHighLevel, tags the contact with the neighborhood they picked, and notifies the agent in charge. No more copying property details by hand.

SEO Tips for Your Merge Landing Page

  1. Use Clear Headers

    • Include “Gravity Forms to GoHighLevel Integration” in your H1 and H2 headings so Google knows exactly what this page is about.

  2. Keep Load Times Fast

    • Make sure your WordPress site uses a caching plugin, a CDN, and a lightweight theme so visitors aren’t stuck waiting.

  3. Add Schema Markup for FAQs

    • Wrap your FAQ section in JSON-LD so search engines can show your questions and answers directly in search results.

  4. Link to Related Content

    • If you have blog posts or guides on “How to Use Gravity Forms” or “Getting Started with GoHighLevel,” link to them. It helps users and boosts your SEO.

  5. Strong Calls to Action

    • Place a “Download Merge Now” or “Start Your Free Trial” button near the top of the page. Make it clear what you want visitors to do next.

Merge takes the hassle out of moving leads from Gravity Forms into GoHighLevel. With a few clicks, you match your form fields, set up tags, and let Merge do the rest. No more copying data by hand, no more mistakes, and no more missed leads.

Ready to get started?

  1. Download and install Merge on your WordPress site

  2. Connect to GoHighLevel with your API key and Location ID

  3. Map your fields and turn on auto-create contacts

From now on, every Gravity Forms entry will appear in GoHighLevel exactly the way you want—tagged, assigned, and ready for follow-up.

GET Merge✧ NOW
GET Merge✧ NOW