When to Use This Article
This article is relevant if you are trying to send website form submissions into Dazos CRM using Gravity Forms and are unsure whether your current Gravity Forms plan supports the integration — or if you're looking for an alternative route that doesn't require a plan upgrade.
Integration Options
Option 1: Direct Webhook Integration (Requires Gravity Forms Pro or Elite)
The Dazos Webhook Add-On for Gravity Forms requires your Gravity Forms account to be on the Pro or Elite plan. The standard (Basic) version of Gravity Forms does not include access to the Webhook Add-On, which is needed for a direct connection to Dazos CRM.
This is the most robust and recommended method
Offers full control over how form fields are mapped to CRM fields
Requires a Gravity Forms plan upgrade if you are currently on the standard/Basic tier
💡 Tip: To check your current Gravity Forms plan, log into your Gravity Forms account and navigate to your account or license settings. If you do not see the Webhooks Add-On available, you are likely on the Basic plan.
⚠️ Note: If you upgrade to Pro or Elite, refer to the related resources below for step-by-step instructions on configuring the Gravity Forms webhook with Dazos.
Option 2: Route via CallRail (No Gravity Forms Upgrade Required)
If you are already using CallRail and do not wish to upgrade your Gravity Forms plan, webform data can be routed through your existing CallRail account as an intermediary to push form submissions into Dazos CRM.
Does not require a Gravity Forms plan upgrade
Relies on your CallRail integration remaining active and properly configured
Best suited for customers who already have CallRail connected to Dazos
⚠️ Important: This approach uses CallRail as a middle-man between your webform and the CRM. If your CallRail connection is ever paused or misconfigured, form submissions will not reach Dazos until it is restored.
Choosing the Right Option
| Option 1: Direct Webhook | Option 2: Via CallRail |
Gravity Forms Plan Required | Pro or Elite | Any (no upgrade needed) |
CallRail Required | No | Yes (existing account) |
Recommended For | Most integrations | Customers already using CallRail |
Control Over Field Mapping | Full | Dependent on CallRail configuration |
Tips & Notes
✅ Best Practice: If you plan to use Gravity Forms long-term for lead generation, upgrading to Pro or Elite and using the direct webhook method will give you the most reliable and flexible integration with Dazos CRM.
💡 Tip: Not sure which option is right for you? Contact Dazos Support and we can help evaluate your current setup and recommend the best path forward.