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Freshsales Suite + Gravity Forms

Add notes to Freshsales Suite contacts from new Gravity Forms submissions

Easily keep track of Gravity Forms submissions by adding notes to corresponding contacts in Freshsales Suite. With this automation, every time a new form is submitted, a note will be created and added to the relevant contact in Freshsales Suite. This workflow streamlines your record-keeping process while ensuring all the essential details are captured for each contact.

Easily keep track of Gravity Forms submissions by adding notes to corresponding contacts in Freshsales Suite. With this automation, every time a new form is submitted, a note will be created and added to the relevant contact in Freshsales Suite. This workflow streamlines your record-keeping process while ensuring all the essential details are captured for each contact.

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

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    Freshsales SuiteFreshsales Suite
    Add Note to Contact

    Adds a note to a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • Filter NameRequired

    • Include Contact Details

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • FormRequired

    Action
    Write
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
    • Filter NameRequired

    Trigger
    Scheduled
    Try It
freshsales-suite logo
freshsales-suite logo

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Related categories

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