Followup CRM + Gravity Forms
Create new projects in Followup CRM from new Gravity Forms submissions
When a new form submission occurs in Gravity Forms, initiate a workflow to create a new project in Followup CRM. This ensures that all incoming form data is instantly converted into actionable projects, improving efficiency and time management in your customer relationship management. No manual entry is needed, streamlining your process and keeping your team focused on what's important.
When a new form submission occurs in Gravity Forms, initiate a workflow to create a new project in Followup CRM. This ensures that all incoming form data is instantly converted into actionable projects, improving efficiency and time management in your customer relationship management. No manual entry is needed, streamlining your process and keeping your team focused on what's important.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Project
Zap Project in Followup CRM OA Testing team
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