To connect Gravity Forms to Slack, install the Slack Add-On, go to Forms, Settings, Slack, click Connect to Slack and allow the app. Then open a form's Settings, choose Slack, add a feed and pick the channel, private group or direct message. Each submission can post a custom message. Zapier is the other route.
A new enquiry sitting unread in an inbox is a lead going cold. Posting form submissions straight into Slack puts them in front of the people who'll act on them, in the channel they already watch. Gravity Forms' Slack Add-On does exactly that: it sends a notification to your team whenever a form is submitted.
What you need first
Two things: the Slack Add-On downloaded and installed, and a Slack account. The add-on is included with the Gravity Forms Pro, Elite and Nonprofit licences, so check yours covers it before you start.
Linking Gravity Forms to your Slack workspace
- In WordPress admin, hover over Forms, click Settings, then open the Slack tab.
- Click Connect to Slack, choose where Gravity Forms should post, and click Allow.
- If you'll post to a private group, invite the app there first, for example by typing /invite @Gravity Forms in the channel.
- Open the form you want to connect, hover over Settings, click Slack and click Add New to create a feed.
- Fill in the Feed Name, leave Action as Send Message, choose Send To and the Slack Channel, and write the Message.
- Add Image Attachments or Conditional Logic if you need them, then save.
Why the private channel doesn't appear
By default, Gravity Forms can only post in public channels, direct messages and private groups it's been invited to. The Gravity Forms Documentation is clear that the invite comes first. If your sales channel is private and doesn't show in the dropdown, run the invite command in that channel, then go back to the feed.
Writing a message your team will read
The Message field takes static text and merge tags, so you can pull in the person's name, email, project details or whatever the form collects. Formatting is simple: asterisks for bold and underscores for italics. A good pattern is a bold first line saying what came in, then two or three merge tags with the details someone needs to act.
Image Attachments only work with image files from Upload File fields. That's handy for a quote request form where customers send a photo of the job.
Sending to more than one place
| You want | How to do it |
|---|---|
| Every submission in one channel | One feed, Conditional Logic unchecked |
| Only some submissions | One feed with Conditional Logic set |
| The same form in two channels | Two feeds, one per destination |
| A direct message to one person | A feed with Send To set to Direct Message |
One feed has one destination. If you want sales and support both to see a form, create a feed for each. And if Conditional Logic is left unchecked, every successful submission goes to Slack, so use it on busy forms to keep channels useful, for example only posting enquiries above a certain size or from a particular service.
An example that works
For a contact form, a feed message might open with a bold line such as New website enquiry, followed by merge tags for the name, email and the message itself. Your team sees who it's from and what they want without leaving Slack, and anyone can reply by email straight away. For a job application form, attach the uploaded photo or portfolio image and send it to a private hiring channel the app has been invited to.
Other routes
Zapier is the other way to connect the two, if you'd rather build the flow there. WPForms lists Slack among its integrations, alongside Mailchimp, Google Sheets, Salesforce and HubSpot. If you're comparing form plugins, my roundup of Gravity Forms alternatives covers the field.
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My advice for a small team
Make a dedicated channel for form submissions rather than dropping them into general chat, invite the app to it, and write a message that tells someone what to do next. Use conditional logic on any form that gets a lot of entries, and add a second feed only when another team needs to see it. If you're adding people to that channel, my guide on adding someone to a Slack channel covers it.
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Frequently asked questions
Does Gravity Forms integrate with Slack?
Yes, through the Slack Add-On, which sends form submissions to Slack as notifications.
Which licences include it?
Pro, Elite and Nonprofit licences.
Can it post to a private channel?
Yes, after you invite the Gravity Forms app to that private group.
Can I send to more than one channel?
Yes. Create additional feeds, one per destination.
Can the message include form data?
Yes. Merge tags add form values to the message.
