Close + Gravity Forms

Create contacts in Close from new Gravity Forms submissions

Effortlessly manage new leads with this automation that connects Gravity Forms with Close. When a form is submitted using Gravity Forms, a new contact is created in your Close account, streamlining your lead management process and ensuring that no potential clients slip through the cracks. Save time and stay organized with this seamless workflow.

When this happens...
Form Submission
Triggers when the specified form is submitted.
TriggerInstant
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Create Contact
Creates a new Contact.
ActionWrite

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Supported triggers and actions

- FormRequired
- Use Admin Field Labels?
Trigger
Instant
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- FormRequired
Action
Write
New Call Transcript
Triggers when a new call or voicemail transcript is added to Close.
Trigger
Instant
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- Contact Smart View IDRequired
Trigger
Scheduled
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- Custom Activity V 2 Instructions
- Custom Activity TypeRequired
- Filled-in fields
Trigger
Instant
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- Direction
- Template ID
- User ID
Trigger
Instant
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- Type
- User IDRequired
Trigger
Instant
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- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
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- Statuses
Trigger
Instant
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- Object TypeRequired
- ActionRequired
- User ID
- Changed Fields
Trigger
Instant
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- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Trigger
Instant
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- Workflow
- ActionRequired
Trigger
Instant
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- Completed?
- Assigned to User
Trigger
Instant
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- Lead IDRequired
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Email IDRequired
Action
Write
- TypeRequired
- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
Action
Write
- MetricsRequired
- Date RangeRequired
- Users
- Groups
- Query
Action
Write
- Template IDRequired
- Lead Smart View or (deprecated) Search QueryRequired
- Exclude leads that already received this email templateRequired
- Contact PreferenceRequired
- Send Done EmailRequired
- Email Acccount
Action
Write
- LeadRequired
- Contact ID
- Phone Number
- Direction
- Duration
- Text
- Recording URL
- User ID
Action
Write
- LeadRequired
- Custom Activity TypeRequired
- Created By User
- StatusRequired
Action
Write
- LeadRequired
- Contact
- StatusRequired
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template
- Follow-Up Date
- Email Account ID
- Attachments
Action
Write
- Email AddressRequired
- RoleRequired
Action
Write
- Lead IDRequired
- Text TypeRequired
- Attachments
Action
Write
- Report breakdownRequired
- PipelineRequired
- Report typeRequired
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
Action
Write
- LeadRequired
- StatusRequired
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
- Attachments
Action
Write
- ContactRequired
- WorkflowRequired
- Send emails from

Close + Gravity Forms

Create contacts in Close from new Gravity Forms submissions

Supported triggers and actions

Form Submission

Submit Form

New Call Transcript

New Contact in Contact Smart View

Published Custom Activity

New Email

New Inbox Item

New Lead in Status

New Meeting

New Event

New Opportunity in Status

New or Updated Workflow Subscription

New Task

Add Address to Lead

Delete Email

Export Activity Report to CSV

Run Activity Overview Report

Create Bulk Email

Create Call

Create Custom Activity

Create Email

Add User

Create Note

Run Opportunity Funnel Report

Create Opportunity

Subscribe Contact to Workflow