=== Dealboard – Lead Capture for Gravity Forms ===
Contributors: dealboard
Tags: gravity forms, crm, leads, sales pipeline, lead capture
Requires at least: 5.8
Tested up to: 6.8
Requires PHP: 7.2
Stable tag: 1.1.0
License: GPLv2 or later
License URI: https://www.gnu.org/licenses/gpl-2.0.html

Send your WordPress form submissions straight into your Dealboard sales pipeline as Leads. Pick a board by name, switch on forms, fields auto-match.

== Description ==

**Dealboard – Lead Capture** turns the forms you already have into a live sales pipeline. When someone submits a form on your site, the plugin sends their details into your [Dealboard](https://getdealboard.com/?utm_source=wordpress&utm_medium=integration&utm_campaign=wp-plugin&utm_content=readme) workspace as a Lead — instantly, in the background.

No spreadsheets to copy-paste. No CRM to configure. Dealboard is *better than a spreadsheet, simpler than a CRM.*

= Built to be effortless =

* **Connect once.** Paste a Dealboard API key — the plugin links to your workspace.
* **Pick a board by name.** Choose where leads land from a dropdown. No IDs to copy.
* **Switch on the forms you want.** Your forms are listed by name with on/off toggles. Everything else is ignored.
* **Fields match themselves.** Name, email, phone, company, website, message and UTM fields are detected automatically. Adjust any field from a dropdown if you ever need to.
* **Send a test lead** to confirm it all works end to end.

= Works on every Gravity Forms license =

This uses the standard Gravity Forms submission hook, so it works on **all** Gravity Forms licenses — you do **not** need the Elite tier or any add-on.

= Your site is never changed =

The plugin only reads submissions *after* they pass your form's own validation, reCAPTCHA and spam filtering. Your forms, fields and anti-spam stay exactly as they are. It runs after other feeds (e.g. a HubSpot add-on), so you can run Dealboard in parallel with an existing CRM during a migration.

= One plugin, more form builders coming =

Gravity Forms support ships today. WPForms, Contact Form 7 and Elementor Forms use the same engine and are on the way — same plugin, no migration.

== Installation ==

1. Upload the plugin and activate it (Plugins → Add New → Upload Plugin).
2. Go to **Settings → Dealboard**.
3. Paste your Dealboard API key (Dealboard → Workspace Settings → API Keys) and click **Test connection**.
4. Pick the board leads should land in.
5. Switch on the forms you want to capture, then **Save Changes**.
6. Click **Send a test lead** to confirm everything works.

== Frequently Asked Questions ==

= Do I need a paid Gravity Forms license? =
No. It works on every Gravity Forms license, including Basic/Pro — no Elite add-on required.

= Will this change my forms or remove my spam protection? =
No. The plugin never modifies your forms. It only forwards data after a successful, validated submission, so your reCAPTCHA and spam filtering are untouched.

= Can I run this alongside another CRM like HubSpot? =
Yes. It runs after other form feeds, so you can dual-send to Dealboard and another CRM during a migration, then turn the old one off.

= Where do leads go? =
Into the Leads inbox of the board you pick. You qualify, edit and promote them inside Dealboard.

= Do I need a Dealboard account? =
Yes — there's a free plan that includes the API used here. There's a "Get started free" link right on the settings screen.

== Privacy ==

The plugin transmits only the form fields you map, plus the submission's source URL, to the Dealboard API endpoint you configure. It makes no other third-party calls and does not track visitors. Settings are removed on uninstall.

== Changelog ==

= 1.1.0 =
* Rebuilt settings experience: connect-first flow, board picker by name, form on/off toggles, automatic field matching with per-field overrides, and a one-click "Send a test lead".
* Provider architecture so additional form builders can be added without a new plugin.

= 1.0.1 =
* Initial Gravity Forms bridge (manual form IDs and field mapping).
