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Agencyjoy + Gravity Forms

Agencyjoy + Gravity Forms

Agencyjoy + Gravity Forms integrations

Create new Agencyjoy leads from Gravity Forms submissions

Effortlessly manage your lead generation process with this automation. When a new form submission occurs in Gravity Forms, a lead will be instantly created in Agencyjoy, ensuring that you never miss an opportunity to connect with potential clients. Streamline your workflow and increase efficiency by connecting your form submissions directly to your CRM.

When this happens...
Form SubmissionTriggers when the specified form is submitted.
TriggerInstant
automatically do this!
Create LeadCreate a new lead in Agencyjoy's Sales Pipeline.
ActionWrite

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More things you can do with Gravity Forms and Agencyjoy

Discover other triggers and actions you can use with Gravity Forms and Agencyjoy

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write
- In which workspace you need to add the customer?
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Choose workspace
  Required
- Lead email (optional)
- Lead Id (optional)
Action
Write

- Agencyjoy Workspace
  Required
- Client's full name
  Required
- Client's Company
- Client's email address
  Required
- Client's phone number
- Client's title or designation
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- Clientjoy Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Write
- Workspace
  Required
- Customer Id
  Required
- Name
- Email
- Title
- Phone
- Company
- VAT Number
- Currency
  Required
- Owner
  Required
- Website
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Tags
- Note
Action
Write

- Workspace
  Required
- Field to Search By
  Required
Action
Search
- Choose the workspace
  Required
- Team member's email or Full name
  Required
Action
Search
- Workspace in Agencyjoy
  Required
- Field to Search By
  Required
- Lead's name
  Required
- Lead's Email Address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's website or Link
- Deal size
- Choose currency for Deal Size
  Required
- Conversion Probability (1-100)
- Last Contact Date
- Sales Stage in Pipeline
  Required
- Source
- Choose Lead Owner
  Required
- Privacy
  Required
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Search or write

- Form
  Required
Action
Write
- Workspace
  Required
- Stage
  Required
Trigger
Instant
Try It
- In which workspace you need to add the Lead?
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Choose Workspace
  Required
- Choose Activity Type
  Required
- Activity Name
- Guests
- Starts At
  Required
- Ends At
  Required
- Color
- Link to Lead/Customer
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
Action
Write
- Workspace in Agencyjoy
  Required
- Lead's name
  Required
- Lead's Email Address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's website or Link
- Deal size
- Choose currency for Deal Size
  Required
- Conversion Probability (1-100)
- Last Contact Date
- Sales Stage in Pipeline
  Required
- Source
- Choose Lead Owner
  Required
- Privacy
  Required
- Tags
- Note
- Address
- City
- State
- Country
- Zip
Action
Write
- Workspace
  Required
- Lead Id
  Required
- Name
- Email
- Phone
- Company
- Title
- Stage
  Required
- Source
  Required
- Owner
  Required
- Currency
  Required
- Deal size
- Conversion Probability
- Website
- Privacy
  Required
- Last Contact
- Address
- City
- State
- Country
- Zip
- Tags
- Note
Action
Write
- Choose Workspace
  Required
- Field to Search By
  Required
Action
Search
- Agencyjoy Workspace
  Required
- Field to Search By
  Required
- Client's full name
  Required
- Client's Company
- Client's email address
  Required
- Client's phone number
- Client's title or designation
- Company's VAT number
- Choose Currency
  Required
- Choose Client's Owner
  Required
- Clientjoy Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
Action
Search or write

About Agencyjoy

Agencyjoy is a Sales CRM for Modern Agencies that helps you manage Leads, Clients, Activities, Emails, and Scheduling under a single roof.

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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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