Connect Gravity Forms and Holded to unlock the power of automation
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Set up your first integration
Quickly connect Gravity Forms to Holded with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Gravity Forms with Holded - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Form Submission" from Gravity Forms.
Add your action
An action happens after the trigger—such as "Create Contact" in Holded.
You’re connected!
Zapier seamlessly connects Gravity Forms and Holded, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- New Deal
Triggers when a new CRM Deal is created
Try ItTriggerPolling - New Purchase Invoice
Triggers when a new Purchase invoice is created
Try ItTriggerPolling
- FormRequired
ActionWrite- New Contact
Triggers when a new contact is created
Try ItTriggerPolling - New Sales Invoice
Triggers when a new sales invoice is created
Try ItTriggerPolling - New Sales Order
Triggers when a new sales order is created
Try ItTriggerPolling
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Practical ways you can use Gravity Forms and Holded
Add entries as contacts to Holded
When a form is submitted in Gravity Forms, Zapier can ensure that all entries are seamlessly added as new contacts to Holded. This eliminates manual data entry and ensures accurate CRM management.
Business OwnerTrack new Gravity Forms submissions as sales orders in Holded
When a new form is submitted via Gravity Forms, Zapier can create a corresponding sales order in Holded. This ensures smooth tracking of submissions, reducing operational delays.
ITCreate sales invoices for form submissions
When a form is submitted through Gravity Forms, Zapier can create a sales invoice in Holded automatically. This workflow reduces the time spent generating invoices and speeds up the sales process.
Sales Ops