AgencyZoom + Gravity Forms
Create AgencyZoom notes from new Gravity Forms submissions
Transform your operations with this efficient workflow. When a form is submitted in Gravity Forms, a note is instantly created in AgencyZoom. This association helps ensure that no critical details from the Gravity Forms entries are missed in your AgencyZoom notes, significantly enhancing your record-keeping and operational efficiency.
Transform your operations with this efficient workflow. When a form is submitted in Gravity Forms, a note is instantly created in AgencyZoom. This association helps ensure that no critical details from the Gravity Forms entries are missed in your AgencyZoom notes, significantly enhancing your record-keeping and operational efficiency.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create a Note
Create a note for a lead or a customer.
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