When a WordPress site's contact form stops working, the fix often surfaces a broader question: which form plugin should we be using, and does it still make sense given the client's CRM stack? This article captures the decision framework for choosing between WP Forms and Gravity Forms, notes on integration patterns, and when to defer to a CRM platform's native forms instead.
On new WordPress builds, the default is Gravity Forms. Key reasons:
WP Forms is not a bad choice, but it tends to appear on sites we inherit rather than sites we build. If a client is already running WP Forms and it's working, there's no strong reason to migrate unless issues arise.
If the client is adopting a CRM platform that includes its own native forms, evaluate whether to use those instead:
Rule of thumb: Forms should live where the data needs to go. If the CRM has capable native forms and the client is committed to that platform, use them. If the client has no CRM or a lightweight one, keep forms on WordPress with Gravity Forms.
When a client reports that their contact form isn't working:
Target resolution time: Same-day task assignment; fix within 2–3 business days for active client sites.
When a client introduces a new CRM, audit all existing forms for compatibility:
If the client is still evaluating CRM platforms, hold off on rebuilding forms until the decision is made. Fix any immediate breakage with the existing setup, but don't invest in a new integration until the CRM is confirmed.
Example: Shine Marketing (A New Dawn) was experiencing WP Forms issues while simultaneously evaluating Jane App as a CRM. The decision was made to fix the existing WordPress form immediately, then reassess form strategy once the Jane adoption decision was finalized. See [1] and [2].
| Scenario | Assign To |
|---|---|
| WordPress form not submitting | Eshak or Jeff |
| Email notifications not sending | Eshak, Jeff, or Chris (if email flow) |
| GHL form issues | Chris |
| HubSpot form issues | Raphael or Mark |
| Jane App form setup | TBD — evaluate per engagement |