Gravity Forms + MyCRM Leads

Create new leads in MyCRM Leads from new Gravity Forms submissions

Create new leads in MyCRM Leads as soon as a form is submitted in Gravity Forms with this helpful workflow. This ensures that every form submission instantly becomes a potential customer, making your sales process more efficient and timely. This process saves time by removing the need for manual data entry and ensures that no potential customer data is missed or lost.

Create new leads in MyCRM Leads as soon as a form is submitted in Gravity Forms with this helpful workflow. This ensures that every form submission instantly becomes a potential customer, making your sales process more efficient and timely. This process saves time by removing the need for manual data entry and ensures that no potential customer data is missed or lost.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    MyCRM LeadsMyCRM Leads
    Create a Lead

    Creates a basic lead

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Action
    Write
    • Title

    • First NameRequired

    • Preferred Name

    • Last NameRequired

    • EmailRequired

    • MobileRequired

    • Date of Birth

    • Gender

    • Marketing Consent

    • Street Address

    • Suburb

    • State

    • Postcode

    • Address Type

    • Note Title

    • Note Details

    • UTM Source (Marketing)

    • UTM Medium (Marketing)

    • UTM Campaign (Marketing)

    • UTM Term (Marketing)

    • UTM Content (Marketing)

    Action
    Write
gravity-forms logo
gravity-forms logo

About Gravity Forms

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

Related categories

  • Forms & Surveys
  • WordPress

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mycrm-leads logo
mycrm-leads logo

About MyCRM Leads

MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.

Related categories

  • CRM (Customer Relationship Management)

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