Flexie CRM + Gravity Forms

Create leads in Flexie CRM from new Gravity Forms submissions

Easily manage new leads from your Gravity Forms submissions with this efficient workflow. Whenever a form is submitted on Gravity Forms, a lead will be created in your Flexie CRM. Save time on manual data entry and stay organized by letting this automation keep your sales pipeline up to date with every incoming submission.

Easily manage new leads from your Gravity Forms submissions with this efficient workflow. Whenever a form is submitted on Gravity Forms, a lead will be created in your Flexie CRM. Save time on manual data entry and stay organized by letting this automation keep your sales pipeline up to date with every incoming submission.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    Flexie CRMFlexie CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
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    • FormRequired

    Action
    Write
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    New Account

    Triggers when new account is added within a workflow with a Zapier action.

    Trigger
    Instant
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  • Flexie CRM triggers, actions, and search

    New Deal

    Triggers when new deal is added within a workflow with a Zapier action.

    Trigger
    Instant
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