Moving new contacts from a form on your website to your CRM manually isn't necessary. Use this automation to add new contacts collected via Gravity Forms to Contactually. That way, you can kick off messaging to build the long-lasting relationships that generate more repeat & referral business.
How this Gravity Forms-Contactually integration works
- A new form is submitted via Gravity Forms
- Zapier adds this contact to Contactually
- Gravity Forms
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Triggered when a contact is added to the specified bucket.
Add the contact to a bucket.
Triggers when a new Contact is created.
Create a new Task.
Triggers when a form is submitted.
Creates a new contact or updates an existing contact.
Adds a partner user's contact to a bucket.
Creates a new partner user contact's interaction for with a contact.
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