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Gravity Forms + OpenCRM

Create or update OpenCRM opportunities from new Gravity Forms submissions

Easily manage your sales pipeline by connecting Gravity Forms to OpenCRM. With this workflow, every time a form is submitted in Gravity Forms, an opportunity will be created or updated in OpenCRM, allowing you to streamline your leads tracking process and stay organized. Save time and improve efficiency by automating this crucial task in your sales cycle.

Easily manage your sales pipeline by connecting Gravity Forms to OpenCRM. With this workflow, every time a form is submitted in Gravity Forms, an opportunity will be created or updated in OpenCRM, allowing you to streamline your leads tracking process and stay organized. Save time and improve efficiency by automating this crucial task in your sales cycle.

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

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    OpenCRMOpenCRM
    New/Update Opportunity

    Create or update an Opportunity in your OpenCRM system.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • OpenCRM triggers, actions, and search

    New/Update Company

    Create or update a new company in your OpenCRM system.

    Action
    Write
  • OpenCRM triggers, actions, and search

    New/Update Lead

    Create or update a Lead in your OpenCRM system.

    Action
    Write
    • FormRequired

    Action
    Write
  • OpenCRM triggers, actions, and search

    New/Update Activity

    Create or update an Activity in your OpenCRM system.

    Action
    Write
  • OpenCRM triggers, actions, and search

    New/Update Contact

    Create or update a Contact in your OpenCRM system.

    Action
    Write
  • OpenCRM triggers, actions, and search

    New/Update Opportunity

    Create or update an Opportunity in your OpenCRM system.

    Action
    Write
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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.
Learn moreHelp

Related categories

  • Forms & Surveys
  • WordPress

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About OpenCRM

OpenCRM is a UK CRM system that helps you manage sales, customers, contacts, finances, projects, and more.

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