Gravity Forms + LeadSimple

Update LeadSimple processes when new Gravity Forms submissions occur

Streamline your lead management process by connecting Gravity Forms and LeadSimple. With this workflow, every time a form submission occurs in Gravity Forms, the corresponding lead will be updated in LeadSimple. This automation not only saves you time on manual data entry but also ensures consistent and accurate lead information across both platforms.

When this happens...
Form Submission
Triggers when the specified form is submitted.
TriggerInstant
automatically do this!
Update Process
Updates a Process. You'll need to specify a Process Type and a Stage.
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
- Use Admin Field Labels?
Trigger
Instant
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- FormRequired
Action
Write
Lead Changes Pipeline
Triggers when a lead changes pipelines.
Trigger
Instant
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Lead Changes Tags
Triggers when a lead's tags change.
Trigger
Instant
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Lead Opens Email
Triggers when a lead opens email.
Trigger
Instant
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Inbound Conversation Created
Triggers when an inbound conversation is created.
Trigger
Instant
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Process Changes Stage
Triggers when a process changes stages.
Trigger
Instant
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Process Created
Triggers when a new process is created.
Trigger
Instant
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Task Completed
Triggers when a task is completed.
Trigger
Instant
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- From NumberRequired
- To NumberRequired
- Call Duration (in seconds)
- Call Recording URL
- Description
- Outcome
- Created At
Action
Write
- LeadRequired
- Note TextRequired
- Created At
Action
Write
- ProcessRequired
- Note TextRequired
- Created At
Action
Write
- ContactRequired
- First Name
- Last Name
- Company/Secondary Name
- Email Addresses
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Tags
Action
Write
- PipelineRequired
- LeadRequired
- Name
- Comments
- Tags
- Stage
- Assignee
- Num Units
Action
Write
- PropertyRequired
- Property Type
- Address Line 1
- Address City
- Address State
- Address Zip Code
- Tags
Action
Write
- SearchRequired
Action
Search
- Process Type
- SearchRequired
Action
Search
- PropertyRequired
- SearchRequired
Action
Search
- IDRequired
Action
Search

- FormRequired
Action
Write
Call Completed
Triggers when a new call is completed.
Trigger
Instant
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Lead Changes Stage
Triggers when a lead changes stages.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Lead Is Reassigned
Triggers when a lead is reassigned.
Trigger
Instant
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Outbound Conversation Created
Triggers when an outbound conversation is created.
Trigger
Instant
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Process Changes Tags
Triggers when a process changes tags.
Trigger
Instant
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Process Reassigned
Triggers when a process is reassigned.
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
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- Name
- Comments
- PipelineRequired
- StageRequired
- Source
- Assignee
- Tags
- Created At
- Closed At
- Cost
- Value
- Num Units
- Full Name
- Email Addresses
- Company Name
- Mobile Phone Number
- Office Phone
- Home Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Street Address
- City
- State
- Zip Code
- Property Type
- Bathrooms
- Bedrooms
- Occupancy
- Square Feet
- Estimated Rent
- Lease start date
- Lease end date
Action
Write
- Name
- Comments
- Process TypeRequired
- StageRequired
- User
- Tags
- Due At
- Property
- Unit
Action
Write
- ConversationRequired
- TagRequired
Action
Write
- ConversationRequired
- Assignee
- Status
- Snooze Expiration
Action
Write
- Process TypeRequired
- ProcessRequired
- Name
- Comments
- Tags
- Stage
- Assignee
Action
Write
- PropertyRequired
- UnitRequired
- Unit Number
- Num Bedrooms
- Num Bathrooms
- Occupancy
- Square Feet
- Estimated Rent
- Delinquent Rent
- Lease Start Date
- Lease End Date
- Tags
Action
Write
- PipelineRequired
- SearchRequired
Action
Search
- SearchRequired
Action
Search
- SearchRequired
Action
Search
- IDRequired
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

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About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Gravity Forms + LeadSimple

Update LeadSimple processes when new Gravity Forms submissions occur

Form Submission

Use Admin Field Labels?

Submit Form

FormRequired

Lead Changes Pipeline

Lead Changes Tags

Lead Opens Email

Inbound Conversation Created

Process Changes Stage

Process Created

Task Completed

Create Call

From NumberRequired

To NumberRequired

Call Duration (in seconds)

Call Recording URL

Description

Outcome

Created At

Create Lead Note

LeadRequired

Note TextRequired

Created At

Create Process Note

ProcessRequired

Note TextRequired

Created At

Update Contact

ContactRequired

First Name

Last Name

Company/Secondary Name

Email Addresses

Mobile Phone Number

Home Phone Number

Office Phone Number

Mailing Address

Mailing Address City

Mailing Address State

Mailing Address Zip Code

Tags

Update Lead

PipelineRequired

LeadRequired

Name

Comments

Tags

Stage

Assignee

Num Units

Update Property

PropertyRequired

Property Type

Address Line 1

Address City

Address State

Address Zip Code

Tags

Search Contact

SearchRequired

Search Process

Process Type

SearchRequired

Search Unit

PropertyRequired

SearchRequired

Get Lead

IDRequired

Create Entry

FormRequired

Call Completed

Lead Changes Stage

Lead Created

Lead Is Reassigned

Outbound Conversation Created