Before You Begin
WordPress Admin Access: You must have permissions to install plugins and edit form settings.
Dazos Webhook Instructions: Ensure you have the document from Dazos Support containing your Public ID and specific Field Names.
Gravity Forms Pro/Elite: The Webhooks Add-On typically requires a Gravity Forms license that includes "Pro" or "Elite" add-ons.
1. Install the Webhooks Add-On
Navigate to your WordPress sidebar and click on Forms, then select Add-Ons. Use the search bar to locate the Webhooks Add-On. Click the Install button, and once the process is complete, click Activate. This enables the technical infrastructure needed to "push" data out of WordPress.
2. Access Webhook Settings on Your Form
Go to the Forms list and hover your mouse over the specific contact form you wish to integrate. From the menu that appears, click on Settings. On the left-hand navigation bar of the settings page, you will now see a new option for Webhooks. Click it to enter the configuration area.
3. Create a New Webhook Feed
Click the Add New button to create a fresh integration feed. You will be prompted to enter the "Feed Details." Provide a clear name for the feed (e.g., "Dazos CRM Lead Feed") and proceed to fill in the technical requirements provided in your instructions:
Request URL: Enter the full URL (e.g.,
https://yourInstance.dazoshealth.com/crm/modules/Webforms/capture.php).Request Method: Set this to POST.
Request Format: Select FORM from the dropdown menu.
Request Headers: These should remain empty unless otherwise specified by Support.
4. Configure the Request Body (Field Mapping)
In the "Request Body" section, choose Select Fields. This is where you match your website fields to the CRM fields.
Mapping the Public ID: On the left side (Key), type
publicid. On the right side (Value), choose Add Custom Value from the dropdown and paste the unique alphanumeric string provided by Dazos Support.Mapping Contact Data: Add a new row for every piece of information you want to collect. On the left side, enter the CRM Field Name (e.g.,
lastname,email,phone). On the right side, select the corresponding Gravity Form Field from your form's dropdown list.
5. Save and Finalize
Review all mapped fields to ensure there are no typos in the "Key" column, as these must match the CRM's database exactly. Once verified, scroll to the bottom of the page and click Save Settings. Your form is now live and connected to your CRM instance.
Verification / Expected Result
To confirm the integration is successful:
Submit a "Test Entry" through the live form on your website.
Log in to your Dazos CRM and check the Leads module.
The new entry should appear instantly. Verify that all data (Names, Phone Numbers, and Source) has landed in the correct fields.
Troubleshooting / Common Errors
URL Errors: Ensure the Request URL does not have a trailing slash or any hidden spaces at the end, as this will cause the POST request to fail.
Case Sensitivity: The "Key" values (e.g.,
firstname) are case-sensitive. If you typeFirstnamewith a capital 'F' and the CRM expects lowercase, the data will not populate.Public ID Placement: If leads aren't appearing at all, the most common cause is a missing or incorrectly formatted
publicid. Ensure it is set as a "Custom Value."
Final Note:
Please note that on the left side, you must enter all field names. The values are on the right. For the first field ( publicid), you must select Add Custom Value and then paste the value we send you in the webhook instructions into each field. Then, the other fields, on the left side, enter the field names just like I have entered them above, and on the right side, match them to your form fields that match each field.
You have successfully implemented the Dazos webhook instructions!