Gravity Forms + Nutshell

Create Nutshell leads from new Gravity Forms submissions

Easily streamline your lead management process with this efficient workflow. When a new form submission occurs in Gravity Forms, a lead will be created in Nutshell, saving you valuable time and effort. This way, you can focus on nurturing and converting your leads, while the automation takes care of data entry for you.

When this happens...
Form Submission
Triggers when the specified form is submitted.
TriggerInstant
automatically do this!
Create Lead
Creates a new Lead.
ActionWrite

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Supported triggers and actions

- FormRequired
- Use Admin Field Labels?
Trigger
Instant
Try It
- FormRequired
Action
Write
Activity Logged
Triggers when an Activity is logged.
Trigger
Instant
Try It
New Activity
Triggers when new Activity is created.
Trigger
Instant
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Instant
Try It
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Write
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Write
- Existing companyRequired
- Name
- Description
- Assignee
- Revenue
- Employee Count
- Company Type
- Owner
- Email Address
- Phone
- Url
- Tags
- Territory
- Industry
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
Action
Write
- Existing leadRequired
- Stage
- Confidence
- Close Date
- Expected close time
- Assignee
- Is Hot
- Tags
Action
Write
- Email Address or Phone NumberRequired
Action
Search
- User emailRequired
Action
Search
- Email AddressRequired
- NameRequired
- Phone
- Related company
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
- Full address
Action
Search or write

- FormRequired
Action
Write
Lead Won
Triggers when a lead is won.
Trigger
Instant
Try It
New Company
Triggers when new Company is created.
Trigger
Instant
Try It
New Person
Triggers when new Person is created.
Trigger
Instant
Try It
- Agenda
- Activity typeRequired
- Start time
- End time
- Internal note
- People within Nutshell
- Users within Nutshell
- Meeting lasts all day
- Flag meeting as important
- Street address
- Street address line 2
- Street address line 3
- City
- State
- Country
- Postal code
- Address type
Action
Write
- NameRequired
- Email Address
- Phone
- Related company
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Territory
- Audience
- Url
- Full address
Action
Write
- Existing leadRequired
- OutcomeRequired
Action
Write
- Existing personRequired
- Name
- Description
- Assignee
- Email Address
- Phone
- Url
- Audience
- Territory
- Street address
- City
- State
- Country
- Postal Code
- Tags
- Full address
- Related leads
- Add a note
Action
Write
- Company nameRequired
Action
Search
- Email Address
- Lead Number
Action
Search
- NameRequired
- Email
- Phone
- Related person
- Url
- Street address
- City
- State
- Country
- Postal Code
- Company Type
- Tags
- Territory
- Industry
- Full address
Action
Search or write
- Email Address
- Lead Number
- Lead Name
- Products
- Price
- Quantity
- Market
- Pipeline
- Assignee
- Related company
- Related person
- Sources
- Tags
- Competitors
- Note
Action
Search or write

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn more

Related categories

Similar apps

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Close

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add Nutshell people from new Gravity Forms submissions

Related Zap Templates

Add Nutshell people from new Gravity Forms submissions

Gravity Forms + Nutshell

Create Nutshell leads from new Gravity Forms submissions

Supported triggers and actions

Form Submission

Submit Form

Activity Logged

New Activity

New Lead

Create Company

Create Lead

Update Company

Update Lead

Find Person

Find User

Find or Create Person

Create Entry

Lead Won

New Company

New Person

Log Activity

Create Person

Update Lead Outcome

Update Person

Find Account

Find Lead

Find or Create Company

Find or Create Lead

About Gravity Forms

Related categories

Similar apps

Formdesk

Zoho Creator

Formidable Forms

About Nutshell

Related categories

Similar apps

Streak

Close

Zapier Interfaces

Related Zap Templates

Related Zap Templates