Accelo + Gravity Forms
Create new Accelo sales from Gravity Forms form submissions
Effortlessly streamline your sales process with this handy workflow. When a new form submission is received in Gravity Forms, a sale will be created in Accelo, keeping your team in the loop and helping you stay organized. Transform the way you manage leads and close deals with this seamless automation.
Effortlessly streamline your sales process with this handy workflow. When a new form submission is received in Gravity Forms, a sale will be created in Accelo, keeping your team in the loop and helping you stay organized. Transform the way you manage leads and close deals with this seamless automation.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Sale
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
New Request
Triggers when a new request is created.
Try ItTypeRequired
SubjectRequired
BodyRequired
EmailRequired
First Name
Last Name
Mobile
Phone
Fax
Company Name
Position
Company Phone
Company Fax
Company Website
Company Comments
Send on Behalf of Contact
FormRequired
Task Assigned
Triggers when a task is assigned.
Try ItEmailRequired
First Name
Last Name
Mobile
Phone
Fax
Comments
Position
Company Name
Company Website
Company Phone
Company Fax
Company Comments
TitleRequired
TypeRequired
EmailRequired
Salesperson
Comments
Value
Rating
First Name
Last Name
Mobile
Phone
Fax
Position
Company Name
Company Phone
Company Fax
Company Website
Company Comments
