Gravity Forms Data Manager API Offline Conversions Checklist
Gravity Forms webhooks and merge tags can carry useful lead data, but offline conversion uploads fail when the form sends an email while the CRM loses the original click ID, lead ID, or consent state. Build the mapping before relying on ad-platform reporting.
Use this for WordPress sites that use Gravity Forms, a CRM, Google Ads offline conversions, enhanced conversions for leads, or Data Manager API uploads.
Quick answer
Gravity Forms Data Manager API Offline Conversions Checklist should be handled with a narrow evidence-first workflow: add hidden fields, send stable id, map crm stage, then verify the result before making broader changes.
What to check first
- Add fields or hidden fields for click IDs, UTM values, landing page, consent state, and form ID.
- Use Gravity Forms merge tags or webhooks to send the same lead ID to the CRM.
- Send upload events only after the lead reaches the right CRM stage.
- Normalize and hash user data only when policy and consent allow it.
- Keep retry logic separate for temporary API errors and permanent mapping errors.
Diagnostic table
Use this table to keep the work practical. It connects the symptom to evidence and a verification step.
| Action | Evidence to collect | How to verify |
|---|---|---|
| Add hidden fields | Add fields or hidden fields for click IDs, UTM values, landing page, consent state, and form ID. | A test entry keeps click IDs, landing page, form ID, and consent state. |
| Send stable ID | Use Gravity Forms merge tags or webhooks to send the same lead ID to the CRM. | The CRM record contains the same lead ID as the Gravity Forms entry. |
| Map CRM stage | Send upload events only after the lead reaches the right CRM stage. | Only qualified leads are sent to the qualified conversion action. |
| Normalize data | Normalize and hash user data only when policy and consent allow it. | Upload diagnostics show accepted, retry, and needs-fix rows. |
Useful command or data shape
Adapt paths, IDs, and privacy handling to the site before running commands or storing data on production.
gravity_forms_mapping:
entry_id: gf-{entry_id}
gclid: {gclid:1}
landing_page: {embed_url}
form_id: {form_id}
crm_stage: qualified
upload_target: data_manager_api
Safe fix order
Do the work in a sequence that makes each result easy to prove. Stop if a step produces new evidence that changes the incident scope.
- Add hidden fields
- Send stable ID
- Map CRM stage
- Normalize data
- Separate retries
Production verification checklist
- A test entry keeps click IDs, landing page, form ID, and consent state.
- The CRM record contains the same lead ID as the Gravity Forms entry.
- Only qualified leads are sent to the qualified conversion action.
- Upload diagnostics show accepted, retry, and needs-fix rows.
Mistakes to avoid
- Do not judge the fix by one browser or the homepage only.
- Do not delete evidence before recording usernames, file paths, timestamps, and response headers.
- Do not add a cache, security, or tracking plugin while the original problem is still unclear.
- Do not leave test users, temporary debug logs, or broad API keys active after verification.
When HandL WP should help
Bring in help when this affects leads, checkout, search visibility, malware risk, paid media reporting, or a client production site. HandL WP can trace the issue through WordPress, hosting, cache, tracking, and Search Console, then verify the workflow after the technical fix.
If this is active on a production site, set up Gravity Forms offline conversions.