Agile CRM + Gravity Forms
Create notes in Agile CRM for new Gravity Forms submissions
Effortlessly manage your customer relations with this seamless Gravity Forms and Agile CRM automation. When a new submission is received on Gravity Forms, this workflow creates a note in Agile CRM, helping you keep track of customer interactions and stay organized without manual input. Stay in the loop and streamline your communication process with this powerful integration.
Effortlessly manage your customer relations with this seamless Gravity Forms and Agile CRM automation. When a new submission is received on Gravity Forms, this workflow creates a note in Agile CRM, helping you keep track of customer interactions and stay organized without manual input. Stay in the loop and streamline your communication process with this powerful integration.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Add Note
Add a Note to the Contact.
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