Followup CRM + Gravity Forms
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 this happens...Form SubmissionTriggers when the specified form is submitted.
- automatically do this!Create ProjectZap Project in Followup CRM OA Testing team
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Gravity Forms and Followup CRM
Discover other triggers and actions you can use with Gravity Forms and Followup CRM
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- Company Updated
When a company is updated on Followup, this Zap will be triggered
Try ItTriggerInstant - Contact Updated
When a contact is updated on Followup, this Zap will be triggered
Try ItTriggerInstant
- FormRequired
ActionWrite- Company Created
When a company is created on Followup, this Zap will be triggered
Try ItTriggerInstant - Contact Created
When a contact is created on Followup, this Zap will be triggered
Try ItTriggerInstant - Project Created
When a new project is created on Followup, this Zap will be triggered
Try ItTriggerInstant
