Beami integrates easily with your existing Gravity Forms on your WordPress website; there’s no need to replace anything. Using webform forwarding, you can automatically send every form submission directly into Beami, where it gets tracked, organised, and followed up with.
What is Webform Forwarding?Webform forwarding lets Beami receive form submissions (like enquiries or bookings) via a special forwarding email address, unique to your account, so when someone fills out a form on your site, their details are automatically passed to Beami.
How does this help you?
A lead is instantly created in your Box
What You’ll Need
A live Gravity Form embedded on your website
Access to your WordPress dashboard
Your unique Beami forwarding email address (we’ll provide this)
This email forwarding address is how Gravity Forms knows where to send form submissions to.
Go to your Channels > Webforms > Webform Addresses to find your webform forwarding addresses.
Select on the webform you want to to forward directly into Beami and click on the “View Webform Address” icon like below (Next to the toggle button).
Click, “Copy Webform Address”, if you have IT support, then click “Send to your web developer”.
Go to your Gravity Forms dashboard Navigate to Forms → Settings → Notifications for the form you want to forward
Click edit on the existing notification (or Add New if you have created your form yet).
Edit/Add the following in your notification fields:
Send to Email → Paste your Beami forwarding email
In the Message box, include the form field: Entry url
Save your notification settings Submit a test entry on your live form Check Beami in, the lead should appear in your chosen Box, tagged by channel (e.g. "Webform")
Things to Keep in Mind
You can create one Beami forwarding address per form if needed
The clearer your field labels (like Name, Email, Phone), the better Beami’s AI can sort them
Beami reads the message body, not the attachments, so make sure details are included clearly in the message body (like the entry url).
You’re Done!
Your Gravity Forms are now working hand-in-hand with Beami, no double entry, no leads falling through the cracks. Just smooth, smart automation.
Still not sure?
We’re here for you. If your test doesn’t show up or something looks off, just ask Beami’s support team at support@beami.ai.
