Capsule CRM + Gravity Forms
Add notes to Capsule CRM entities for new Gravity Forms submissions
Effortlessly manage new leads and customer inquiries with this efficient automation. When a form is submitted in Gravity Forms, a note will be added to the relevant entity in Capsule CRM, keeping you organized and informed about your contacts. This process streamlines data entry and eliminates manual tasks, allowing you to focus on what's important.
Effortlessly manage new leads and customer inquiries with this efficient automation. When a form is submitted in Gravity Forms, a note will be added to the relevant entity in Capsule CRM, keeping you organized and informed about your contacts. This process streamlines data entry and eliminates manual tasks, allowing you to focus on what's important.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Add Note to Entity
Adds a Note to an Entity.
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