Create new NeonCRM activities from Gravity Forms submissions
Effortlessly manage your new Gravity Forms submissions by creating activities in NeonCRM. With this seamless automation, every time someone submits a form, a corresponding activity will be generated in NeonCRM, ensuring you track and follow up on valuable interactions without any manual work. Stay organized and never miss important form data in your nonprofit endeavors.
Effortlessly manage your new Gravity Forms submissions by creating activities in NeonCRM. With this seamless automation, every time someone submits a form, a corresponding activity will be generated in NeonCRM, ensuring you track and follow up on valuable interactions without any manual work. Stay organized and never miss important form data in your nonprofit endeavors.
- When this happens...Form Submission
Triggers when the specified form is submitted.
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
New Activity
Triggers when a new activity is created.
Try ItSubjectRequired
Note
Start DateRequired
Start Time
End Date
End Time
Client Account IDRequired
System User ID
StatusRequired
PriorityRequired
FormRequired
New Account
Triggers when a new account is created.
Try ItNew Donation
Triggers when a new donation is created.
Try ItAccount TypeRequired
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