Gravity Forms + InvestNext
Create InvestNext contacts from new Gravity Forms submissions
Easily manage contacts in InvestNext by turning Gravity Forms submissions into new contacts in the InvestNext platform. With this workflow, every time a form is submitted on Gravity Forms, a contact will be created in InvestNext, keeping your database updated and organized. This automation saves time and eliminates manual data entry, streamlining your contact management.
Easily manage contacts in InvestNext by turning Gravity Forms submissions into new contacts in the InvestNext platform. With this workflow, every time a form is submitted on Gravity Forms, a contact will be created in InvestNext, keeping your database updated and organized. This automation saves time and eliminates manual data entry, streamlining your contact management.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Contact
Creates a new contact in the CRM (duplicate email addresses will be ignored)
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