---
title: "Gravity Forms Webhook: Real Estate Website CRM Handoff"
description: "Configure a Gravity Forms webhook feed, map buyer and seller inquiries, inspect request responses, and require a CRM record and recipient receipt."
canonical: "https://scalewithsearch.com/articles/gravity-forms-webhook-agent-crm-handoff"
---
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# Gravity Forms webhook: connect your agent website to its CRM

To connect a Gravity Forms webhook to your real estate CRM, configure the feed against the receiving service's documented requirements. Then follow a controlled buyer or seller inquiry into the matching record and the intended recipient's working view.

The Webhooks Add-On sends form submissions to external services through HTTP requests. Its current product page lists Elite and Nonprofit licenses as eligible. Confirm your account's access before including it in the website brief. [Gravity Forms Webhooks documentation, checked 2026.10.14](https://www.gravityforms.com/add-ons/webhooks/).

Use the following worksheet with your website maintainer and CRM administrator. It proposes configuration and acceptance checks for an existing Gravity Forms website. It establishes no compatibility with an unnamed CRM.

## Obtain the destination requirements before creating the feed

Ask the CRM administrator for the current vendor documentation covering the exact receiving endpoint. Record the documentation date, account owner, and intended result.

| Requirement to resolve | Evidence to request |
| --- | --- |
| Destination | Approved endpoint for the intended account and environment. |
| Authentication | Supported credential method, required permissions, and renewal owner. |
| Request | Required HTTP method, data format, and headers. |
| Submitted information | Exact field names, required values, accepted formats, and empty-value rules. |
| Receiving result | Documented response meaning and where to find the resulting inquiry. |
| Recovery | Supported repeat-request behavior, duplicate protection, and failure investigation. |

Keep unknown capabilities marked unresolved. Require the maintainer to confirm whether the connection can work directly or needs an intermediate service. Include that service's account, data handling, and maintenance in the decision.

Use the [website-to-CRM field map](/articles/real-estate-crm-and-website) for contact identity and repeat-contact requirements. Keep this worksheet focused on the webhook request and its receiving evidence.

## Configure the feed for the actual inquiry form

With the Webhooks Add-On installed and active, open **Form Settings → Webhooks → Add New** for the intended form. Gravity Forms documents these feed settings. [Feed configuration, checked 2026.10.14](https://docs.gravityforms.com/triggering-webhooks-form-submissions/).

| Setting | Configuration to check |
| --- | --- |
| Name | Identify the form and destination for maintenance. |
| Request URL | Use the approved receiving endpoint. |
| Request Method | Match the destination's documented method. |
| Request Format | Choose its required FORM or JSON format. |
| Request Headers | Supply the destination's required headers. |
| Request Body | Choose Select Fields for the approved payload. |
| Field Values | Map the selected form values to the required request keys. |

The setting descriptions come from the [Gravity Forms feed guide, checked 2026.10.14](https://docs.gravityforms.com/triggering-webhooks-form-submissions/). The configuration checks are proposed requirements.

Gravity Forms also offers **All Fields**, which sends the entire unformatted entry. Review the selected fields before choosing that option. Its field-value controls accept form fields, entry metadata, and custom values using merge tags. [Request-body documentation, checked 2026.10.14](https://docs.gravityforms.com/triggering-webhooks-form-submissions/).

For a seller question, require the received inquiry to preserve the seller purpose and complete message. For a property question, require the approved property reference. Specify these as mapping requirements. Ask the administrator to identify the actual receiving fields.

Keep credentials out of contractor screenshots and the ordinary website brief. Have the technical owner review credential access before saving the configuration.

## Check the webhook condition separately from the field map

The add-on supports conditional triggers. Its **Webhook Condition** determines whether a submission runs the request. [Gravity Forms conditional-trigger documentation, checked 2026.10.14](https://www.gravityforms.com/add-ons/webhooks/).

Write an expected result beside each inquiry purpose offered by your form. If the feed should send buyer and seller questions, include both in the test plan. If a choice should not trigger this feed, specify its intended handling separately.

Require the maintainer to demonstrate each approved case. Compare the final submitted purpose with the actual request and receiving result. A condition check should remain open when its expected result is unknown.

## Inspect the request response before diagnosing the CRM

Ask the maintainer to record the form, feed, entry reference, and test time. Require evidence distinguishing a request that failed to execute from a response returned by the receiving service.

Gravity Forms documents the developer action `gform_webhooks_post_request` after a webhook request executes. Its response parameter is a `WP_Error` on execution failure; otherwise, it is an array. The action also receives the feed, entry, and form. [Post-request action, checked 2026.10.14](https://docs.gravityforms.com/gform_webhooks_post_request/).

WordPress provides `wp_remote_retrieve_response_code()` to retrieve the HTTP status from a response. Ask the developer to inspect that status and the receiving service's response details against its current documentation. [WordPress response-code reference, checked 2026.10.14](https://developer.wordpress.org/reference/functions/wp_remote_retrieve_response_code/).

Use these proposed investigation assignments:

| Evidence available | Next check to assign |
| --- | --- |
| No demonstrated request for the test entry | Verify the selected form, feed configuration, and condition. |
| Request execution returns an error | Preserve its exact details for the maintainer's investigation. |
| HTTP response returned | Compare status and response content with the receiving vendor's documented result. |
| Response appears acceptable, but inquiry is absent | Require receiving-side investigation and a matching record before acceptance. |
| Record exists, but the recipient cannot find the question | Check the agreed receiving view and handoff with the administrator. |

For a request that does not execute, include URL validation in the investigation. Gravity Forms requires WordPress URL validation. It documents aborted processing for a custom port or a redirect to a URL failing validation. [URL restrictions, checked 2026.10.14](https://docs.gravityforms.com/triggering-webhooks-form-submissions/).

Keep automatic retry, timing, and duplicate behavior unresolved until documented for the installed connection. Agree on recovery before resending a test. Require the administrator to show what happened to the earlier attempt.

## Review visitor data before enabling diagnostic logs

A form tool and its connected services may process visitor data. Gravity Forms documents stored entries and controls for IP-address storage, retention, export, and erasure. [Personal Data Settings, checked 2026.10.14](https://docs.gravityforms.com/personal-data-settings/).

Map the original entry, request contents, receiving service, CRM record, and diagnostic copies. Prepare the review with the [privacy applicability draft](/articles/ccpa-applicability-agent-website) and [website inquiry retention draft](/articles/website-lead-retention-schedule-agent).

For an agreed investigation, Gravity Forms places logging under **Forms → Settings**. After enabling it, the **Logging** tab provides controls for installed add-ons. Have the maintainer select the relevant component and use controlled test details. [Logging setup, checked 2026.10.14](https://docs.gravityforms.com/logging-and-debugging/).

The vendor warns that logs can contain personal and sensitive information in plain text. Follow its instructions to end logging and remove logs when the investigation finishes. Approve diagnostic access and retention before collecting evidence. [Logging precautions, checked 2026.10.14](https://docs.gravityforms.com/logging-and-debugging/).

## Accept the connection against the received question

Agree on synthetic test details and receiving people before testing. Submit through the actual website page. Keep the visible form result, request evidence, receiving record, and recipient confirmation as separate checks.

Require a seller inquiry and a buyer or property inquiry when those paths exist. Compare the submitted purpose, message, reply details, and approved page context with the received values. Ask the recipient to locate the question in the view used for ordinary work.

Include a controlled repeat inquiry under the administrator's documented identity rules. Require both the expected contact result and preserved question history. Test failure and recovery in an agreed test environment.

Save the checked configuration, test time, observed result, and person confirming receipt. Repeat failed checks after correction. These checks establish only the observed tests and promise no conversion, response, or inquiry volume.

## Bring the webhook requirements into your website brief

Scale With Search's $2,000 whole website fix includes inquiry-path repair with a test inquiry and proof of receipt at the agreed destination. Confirm the specific CRM connection in writing before treating it as included. [Published work scope, checked 2026.10.14](https://scalewithsearch.com/work).

The webhook worksheet describes your current website's connection. Agree how that route will be retained or replaced in the website scope. Bring the page, form identity, approved destination requirements, and failure evidence to the [real estate whole website fix](/for/real-estate).

- [Test the seller inquiry path on your real estate website](/articles/seller-inquiry-path-agent-website)
- [Check your real estate website in 30 minutes](/articles/real-estate-website-audit)
- [Own your real estate website: domain, hosting, editing, and leads](/articles/own-your-site)


## Related: Real estate

- [Test the seller inquiry path on your real estate website](/articles/seller-inquiry-path-agent-website)
- [Check your real estate website in 30 minutes](/articles/real-estate-website-audit)
- [Own your real estate website: domain, hosting, editing, and leads](/articles/own-your-site)

----

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Scale With Search  2026  [scalewithsearch.com](https://scalewithsearch.com)
```
