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Set up your first integration
Quickly connect Gravity Forms to NeonCRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Gravity Forms with NeonCRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Form Submission" from Gravity Forms.
Add your action
An action happens after the trigger—such as "Create Activity" in NeonCRM.
You’re connected!
Zapier seamlessly connects Gravity Forms and NeonCRM, automating your workflow.
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.
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - SubjectRequired
- Note
- Start DateRequired
- Start Time
- End Date
- End Time
- Client Account IDRequired
- System User ID
- StatusRequired
- PriorityRequired
ActionWrite
- FormRequired
ActionWrite- New Account
Triggers when a new account is created.
Try ItTriggerInstant - New Donation
Triggers when a new donation is created.
Try ItTriggerInstant - AccountTypeRequired
- 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
ActionWrite
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Practical ways you can use Gravity Forms and NeonCRM
Create CRM accounts for new form submissions
When a visitor submits a form via Gravity Forms, Zapier can automatically create a new account in NeonCRM. This saves time and ensures that no potential client information is lost, helping to improve lead management.
Business Owner
Track form integration changes in the CRM
When a new form is integrated in Gravity Forms, Zapier can update corresponding records in NeonCRM. This provides IT teams with an automated way to keep CRM data aligned with form changes, reducing manual updates and errors.
ITLog form submissions as CRM activities
When a form is submitted through Gravity Forms, Zapier can log an activity in NeonCRM. This ensures marketing campaigns are aligned with customer interactions, allowing marketers to track campaign effectiveness and engagement.
Marketing & Marketing OpsLearn how to automate Gravity Forms on the Zapier blog
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.
