Connect Gravity Forms and NeonCRM to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Gravity Forms with NeonCRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Gravity Forms

A trigger is an event that starts your Zap and runs the workflow. For example, with Gravity Forms, a trigger could be "Form Submission."
A trigger is the event that kicks off your automated workflow.

Setup an action from NeonCRM

An action is what takes place after the automation is triggered. For example, with NeonCRM, the action could be "Create Activity."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Gravity Forms to NeonCRM

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Gravity Forms to NeonCRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Gravity Forms + NeonCRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Gravity Forms and NeonCRM

How can I integrate Gravity Forms with NeonCRM using Zapier?

To integrate Gravity Forms with NeonCRM, use Zapier to create a workflow, known as a Zap, that connects the two apps. The typical setup involves a trigger from Gravity Forms, such as a new form submission, that prompts an action in NeonCRM, like creating or updating a constituent record.

Can I update existing records in NeonCRM from Gravity Forms?

Yes, by configuring your Zap to perform an 'Update Constituent' action in NeonCRM whenever there's a new form submission in Gravity Forms. Make sure you map the fields correctly between the two apps to ensure data is updated accurately.

What types of triggers are supported from Gravity Forms for this integration?

We support triggers such as 'New Form Submission' from Gravity Forms. This allows you to execute specific actions in NeonCRM whenever someone submits their information through your forms.

Does this integration support multi-step Zaps?

Absolutely! You can create multi-step Zaps that include additional logic or filters after receiving data from Gravity Forms and before sending it to NeonCRM. This enables more complex workflows and data handling.

Are there any pre-built templates for integrating these two applications?

Yes, we offer pre-built Zap templates that seamlessly connect Gravity Forms and NeonCRM. These templates help streamline the setup process by providing common workflows you can customize further according to your needs.

How do I authenticate my accounts for this integration?

During the setup of your Zap, you will be prompted to enter your login credentials for both Gravity Forms and NeonCRM. Our system then securely connects with each service so they can share information without requiring repeated logins.

Is it possible to send conditional data based on form responses with this integration?

Yes, using filters within our Zaps allows you to send conditional data based on specific form responses recorded by Gravity Forms. This means only certain submissions trigger actions in NeonCRM based on criteria you set.

Connect Gravity Forms and NeonCRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Form
      Required
    • Use Admin Field Labels?
    Trigger
    Instant
    Try It
    • Form
      Required
    Action
    Write
  • NeonCRM triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
    • Subject
      Required
    • Note
    • Start Date
      Required
    • Start Time
    • End Date
    • End Time
    • Client Account ID
      Required
    • System User ID
    • Status
      Required
    • Priority
      Required
    Action
    Write
    • Form
      Required
    Action
    Write
  • NeonCRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Instant
    Try It
  • NeonCRM triggers, actions, and search
    New Donation

    Triggers when a new donation is created.

    Trigger
    Instant
    Try It
    • AccountType
      Required
    • Middle Name
    • Preferred Name
    • Suffix
    • Salutation
    • Title
    • Department
    • Deceased
    • Email 1
    • Email 2
    • Email 3
    • Gender
    • Address Line 1
    • Address Line 2
    • Address Line 3
    • Address Line 4
    • City
    • County
    • State/Province
    • Territory
    • Zip Code
    • Zip Code Suffix
    • Country
    • Address Type
    • Fax Number
    • Fax Type
    • Phone 1
    • Phone 1 Type
    • Phone 2
    • Phone 2 Type
    • Phone 3
    • Phone 3 Type
    • URL
    • Source
    • Send System Email
    • No Solicitation
    Action
    Write

Learn how to automate Gravity Forms on the Zapier blog

Learn how to automate NeonCRM on the Zapier blog

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gravity-forms logo
About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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    neoncrm logo
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    About NeonCRM
    Neon is a CRM built by and for people who run nonprofits. Our nonprofit solutions grow communities, inspire audiences and scale your impact.
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