Gravity Forms + Vtiger CRM

Create new Vtiger CRM organizations from Gravity Forms submissions

Effortlessly streamline your lead management process by connecting Gravity Forms with Vtiger CRM. With this workflow, each time a form submission occurs in Gravity Forms, a new organization will be created in Vtiger CRM. This seamless integration saves time on manual data entry, ensuring accurate and organized lead tracking in your CRM system.

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

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Supported triggers and actions

- FormRequired
- Use Admin Field Labels?
Trigger
Instant
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- FormRequired
Action
Write
Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Invoice
Triggers when a new Invoice is created.
Trigger
Polling
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New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
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New Product
Triggers when a new Product is created.
Trigger
Polling
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New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
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Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Polling
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Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
Action
Write

- FormRequired
Action
Write
Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Polling
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New Case
Triggers when a new Case is created.
Trigger
Polling
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New Event
Triggers when a new event is created.
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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New Organization
Triggers when a new Organization is created.
Trigger
Polling
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New Service
Triggers when a new Service is created.
Trigger
Polling
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New Todo
Triggers when a new todo is created.
Trigger
Polling
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Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
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

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About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.