Gravity Forms + JustCall + Maximizer CRM

Add new Gravity Forms submissions to Maximizer as leads and to JustCall sales dialer campaigns

Effortlessly transfer lead information from Gravity Forms submissions into Maximizer, and into your JustCall Sales Dialer campaigns with this seamless integration. Upon form submission, a new lead will be automatically generated in Maximizer. Furthermore, the contact details will be added to the designated Sales Dialer campaign in JustCall, ensuring that your sales team can easily follow up with potential customers.

When this happens...
Form Submission
Triggers when the specified form is submitted.
TriggerInstant
automatically do this...
Create Lead Entry
Creates new Lead Entry
ActionWrite
then do this!
Add to Sales Dialer Campaign
This action allows you to add a contact to an existing Sales Dialer Campaign.
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
- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It
New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Scheduled
Try It
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It

New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Scheduled
Try It
Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Scheduled
Try It

- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Scheduled
Try It
Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Action
Write
Create Appointment
Creates new Appointment entry
Action
Write
Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Action
Write
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Personal Task
Creates new Personal Task
Action
Write
Update Appointment
Updates existing Appointment
Action
Write
Update Favourite List
Updates existing Favourite List
Action
Write
Update Note
Updates existing Note
Action
Write
Update Task
Updates existing Task
Action
Write
Find Case
Searches for existing Case entry
Action
Search
Find Note
Searches for existing Note entry
Action
Search
Find Task
Searches for existing Task entry
Action
Search
- User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search or write
Missed Call
Trigger when an incoming call is missed
Trigger
Instant
Try It
Call Ended
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Scheduled
Try It
New Text
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Scheduled
Try It
Call Updated
Triggers when you add/update notes and disposition codes for a particular call
Trigger
Instant
Try It
- Customer/Client NumberRequired
- JustCall Number
- Country Code
Action
Write
- Campaign IDRequired
- PhoneRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
- Date & TimeRequired
- Offset (in minutes)
Action
Write
- Contact idRequired
- First NameRequired
- Last Name
- Phone NumberRequired
- Email
- Company
- Notes
- Other Phone Label
- Other Phone Number
Action
Write
- phoneRequired
Action
Search

- FormRequired
Action
Write
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Scheduled
Try It
Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Scheduled
Try It
Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Scheduled
Try It
New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Scheduled
Try It
- Parent TypeRequired
- Category
- Type
Trigger
Scheduled
Try It
Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Scheduled
Try It
Date Notification for Task
Triggers when Task reaches notification date
Trigger
Scheduled
Try It
Create Address Book Entry
Creates new company, individual or contact in your Address Book
Action
Write
Create Case
Creates new Customer Service Case
Action
Write
Create Favourite List
Creates new Favourite list
Action
Write
Create Lead Entry
Creates new Lead Entry
Action
Write
Create Opportunity Entry
Creates new Opportunity entry
Action
Write
- Add User Defined Fields (UDFs) to search criteria
Action
Write
Update Case
Updates existing Customer Service Case
Action
Write
Update Lead Entry
Updates existing Lead Entry
Action
Write
Update Opportunity
Updates existing Opportunity
Action
Write
Find Appointment
Searches for existing Appointment entry
Action
Search
Find Lead
Searches for existing Lead entry
Action
Search
Find Opportunity
Searches for existing Opportunity entry
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
Find or Create Lead entry
Find or Create Lead entry
Action
Search or write
Incoming Call
Triggers for a new incoming call
Trigger
Instant
Try It
New Appointment
Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is added to your JustCall address book.
Trigger
Scheduled
Try It
New Voicemail
Triggers whenever there is a new voicemail
Trigger
Instant
Try It
- CampaignRequired
- PhoneRequired
- First Name
- Last Name
- Email
Action
Write
- firstnameRequired
- lastname
- phoneRequired
- email
- company
- notes
- Agent ID
Action
Write
- To NumberRequired
- FromRequired
- Body
- Media LinksRequired
Action
Write
- To NumberRequired
- FromRequired
- BodyRequired
Action
Write
- Contact ID
- phone
- email
Action
Search

About Gravity Forms

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

Learn more Help

Related categories

Similar apps

Formdesk

Forms & Surveys

Zoho Creator

App Builder, Zoho

Formidable Forms

Forms & Surveys, WordPress

About JustCall

JustCall helps sales and support teams to connect easily with their leads & customers. We provide a cloud based service that allows you to make calls and send text messages.

Learn more Help

Related categories

Phone & SMS

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Gravity Forms + JustCall + Maximizer CRM

Add new Gravity Forms submissions to Maximizer as leads and to JustCall sales dialer campaigns

Form Submission

Use Admin Field Labels?

Submit Form

FormRequired

New or Updated Address Book Entry

Entry typeRequired

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Appointment Entry

New or Updated Case Entry

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Interaction Entry

Date Notification for Lead

New or Updated Opportunity Entry

CriteriaRequired

Select User Defined Fields (UDFs) to include

New or Updated Task Entry

Convert Lead Entry

Create Appointment

Create Document

Create Hotlist Task

Create Note

Create Personal Task

Update Appointment

Update Favourite List

Update Note

Update Task

Find Case

Find Note

Find Task

Find Maximizer User

User Key

First Name

Last Name

Email Address

Restrict single record

Select User Defined Fields (UDFs) to include

Find or Create Address Book entry

Add User Defined Fields (UDFs) to search criteria

Sort by

Sort Order

Search Limit

Restrict single record

Select User Defined Fields (UDFs) to include

Missed Call

Call Ended

New Text

Call Updated

Check for Text Replies

Customer/Client NumberRequired

JustCall Number

Country Code

Delete Contact From Sales Dialer Campaign

Campaign IDRequired

PhoneRequired

Schedule a Text Message

To NumberRequired

FromRequired

BodyRequired

Date & TimeRequired

Offset (in minutes)

Update Contact

Contact idRequired

First NameRequired

Last Name

Phone NumberRequired

Email

Company

Notes

Other Phone Label

Other Phone Number

Find Contact in Sales Dialer

phoneRequired

Create Entry