Accelo + Gravity Forms
Accelo + Gravity Forms
Accelo + Gravity Forms integrations
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.
- When this happens...Form SubmissionTriggers when the specified form is submitted.
- automatically do this!Create SaleCreates a new sale. If the sale's contact does not exist, a new one will be created for you.
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More things you can do with Gravity Forms and Accelo
Discover other triggers and actions you can use with Gravity Forms and Accelo
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- New Request
Triggers when a new request is created.
Try ItTriggerInstant - TypeRequired
- 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
ActionWrite
- FormRequired
ActionWrite- Task Assigned
Triggers when a task is assigned.
Try ItTriggerInstant - EmailRequired
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Comments
- Position
- Company Name
- Company Website
- Company Phone
- Company Fax
- Company Comments
ActionWrite- 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
ActionWrite
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About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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