This may have been asked and I am tired and missed it, however I found out I can tie in my gravity forms in with the clients. So this is how the sales processes goes,
Reach out to the lead, send them a link to a form on our site which they fill out to make sure that we are a fit for them and they are a fit for us. They get a contract they sign the contract, pay, then they get another form with the launch details that we need for them, Website or Marketing info. What I am trying to do, is place all that info in to their accounts, so I don’t need to upload the PDF OR have my VA enter in the info off the PDF in to custom fields. I would like to have those custom fields filled out already. Now I checked in to the Infusionsoft add-on for the gravity form plugin and I see the fields, however I am not sure how to map those fields right. Any video’s or advice on the best way to do this, or learn how to do this. MUCH thanks.