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Gravity Forms + Insurgo

Gravity Forms + Insurgo

Gravity Forms + Insurgo integrations

Create individual clients in Insurgo from new Gravity Forms submissions

Create new clients in Insurgo whenever a form is submitted in Gravity Forms with this seamless workflow. Saving you time and manual data entry, this automation ensures all important client details are transferred to your Insurgo account. Set it up once and enjoy a seamless process where your client information is always up-to-date.

  1. When this happens...
    Form Submission
    Form Submission
    Form SubmissionTriggers when the specified form is submitted.
    TriggerInstant
  2. automatically do this!
    Create Individual Client
    Create Individual Client
    Create Individual ClientCreates a new individual client
    ActionWrite
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More things you can do with Gravity Forms and Insurgo

Discover other triggers and actions you can use with Gravity Forms and Insurgo

    • Form
      Required
    • Use Admin Field Labels?
    Trigger
    Instant
    Try It
    • Form
      Required
    Action
    Write
    • Trigger only if a certain attribute changes
    Trigger
    Instant
    Try It
  • Insurgo triggers, actions, and search
    Contract Created by Client

    Triggers when a new contract was created in Insurgo by a Client

    Trigger
    Instant
    Try It
    • Form
      Required
    Action
    Write
  • Insurgo triggers, actions, and search
    Client Created

    Triggers when a new client was created in Insurgo

    Trigger
    Instant
    Try It
  • Insurgo triggers, actions, and search
    Contract Created

    Triggers when a new contract was created in Insurgo

    Trigger
    Instant
    Try It
    • Trigger only if a certain attribute changes
    Trigger
    Instant
    Try It
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About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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About Insurgo
As an innovative cloud-based broker management program, Insurgo is the timely all-in-one solution for digitized brokerage firms.
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