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Gravity Forms + Intaker

Gravity Forms + Intaker

Gravity Forms + Intaker integrations

Create new leads in Intaker from new form submissions in Gravity Forms

When a new form submission is received in Gravity Forms, this workflow swiftly generates a lead in the Intaker app. It helps transition information seamlessly, saving time and ensuring that no potential lead misses out. Benefit from this smooth and efficient information transition to enhance your lead management.

When this happens...
Form SubmissionTriggers when the specified form is submitted.
TriggerInstant
automatically do this!
Create Leadcreate a new lead in your Intaker Account
ActionWrite

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More things you can do with Gravity Forms and Intaker

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

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write
- orgId
  Required
- agentId
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Bot Name
Trigger
Polling
Try It
- Organization Name
  Required
Trigger
Instant
Try It

- Organization Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- AI Agent
  Required
- First Name
- Last Name
- Phone Number
  Required
- Phone Number SMS Consent
- Note
- Prevent sending text messages if consent is unknown (recommended)
  Required
Action
Write

- Form
  Required
Action
Write
- Organization
  Required
- Agent Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Bot Name
- Prompt Name
Trigger
Polling
Try It
- orgId
  Required
- Lead Status Changed To
  Required
- Lead Status Changed From
- Filter
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- Lead Name
  Required
- Lead Status
- Create Task (Notification via Desk & Email)
  Required
- First Name
- Last Name
- Phone Number
- Phone Number SMS Consent
- Email
- Pipeline
- Stage
- Pipeline Estimated Value
- Pipeline Estimated Cost
- Pipeline Actual Value
- Pipeline Actual Cost
- Pipeline Additional Details
- Note Description
Action
Write

About Gravity Forms

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

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

Related categories

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Create entries in Gravity Forms for new chats in Intaker

Related Zap Templates

Create entries in Gravity Forms for new chats in Intaker