Create clients in Copilot from new Gravity Forms submissions
Effortlessly manage your client base by connecting Gravity Forms to Copilot. With this workflow, each time a new form submission is received in Gravity Forms, a new client will be created in Copilot, streamlining your client onboarding and ensuring all relevant information is right at your fingertips. Spend more time focusing on client relationships and let this automation handle the data entry for you.
Effortlessly manage your client base by connecting Gravity Forms to Copilot. With this workflow, each time a new form submission is received in Gravity Forms, a new client will be created in Copilot, streamlining your client onboarding and ensuring all relevant information is right at your fingertips. Spend more time focusing on client relationships and let this automation handle the data entry for you.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Client
Creates a new client.
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