Gravity Forms + Outseta

Gravity Forms + Outseta integrations

Add new Gravity Forms submissions as persons in Outseta

Easily streamline your lead management process with this workflow that connects Gravity Forms and Outseta. When a new form submission is received in Gravity Forms, a person will be added to Outseta automatically. This efficient automation helps you save time on data entry and ensures your leads are seamlessly transferred to your CRM for better organization and tracking.

When this happens...
Form SubmissionTriggers when the specified form is submitted.
TriggerInstant
automatically do this!
Add PersonThis action creates a person in the Outseta CRM.
ActionWrite

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More things you can do with Gravity Forms and Outseta

Discover other triggers and actions you can use with Gravity Forms and Outseta

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write
Account Deleted
Triggers when an account is deleted
Trigger
Instant
Try It
Account Added
Triggers when a new account is created
Trigger
Instant
Try It
Deal Added
Triggers when a new deal is created
Trigger
Instant
Try It

Account Updated
Triggers when an account is updated.
Trigger
Instant
Try It
Person Updated
Triggers when a person is updated.
Trigger
Instant
Try It

- Title
  Required
- Description
- Data
- Entity Type
  Required
- Entity Uid
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Account UID
  Required
Action
Write
- Account UID
  Required
- Name
  Required
- Address Line 1
- Address Line 2
- AddressLine3
- City
- State/Region
- Postal Code
- Country
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Account Specific Page Url 1
- Account Specific Page Url 2
- Account Specific Page Url 3
- Account Specific Page Url 4
- Account Specific Page Url 5
Action
Write
- Person Uid
  Required
- Email
  Required
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Person Email
  Required
Action
Search
- Person Email
  Required
- Email
  Required
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Search or write

- Form
  Required
Action
Write
Account Subscription Started
Triggers when a new subscription starts for an account
Trigger
Instant
Try It
Person Deleted
Triggers when a person is deleted
Trigger
Instant
Try It
Chat Request Added
Triggers when a new chat is received.
Trigger
Instant
Try It
Person Added
Triggers when a new person is created
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated.
Trigger
Instant
Try It
- Name
  Required
- Account Stage
  Required
- Client Identifier
- Email
  Required
- First Name
- Last Name
- Is Primary
  Required
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Plan Uid
- Renewal Term
- Send Confirmation Email
  Required
- Quantity
Action
Write
- Name
  Required
- DealPipelineStage Uid
  Required
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
- Email
- First Name
- Last Name
Action
Write
- Account UID
  Required
- Cancel Immediately
Action
Write
- EmailList Uid
  Required
- Email
  Required
- First Name
- Last Name
- Send Welcome Email
Action
Write
- Deal UID
  Required
- Name
- DealPipelineStage Uid
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
Action
Write
- Contact Email
  Required
Action
Search
- Contact Email
  Required
- Name
  Required
- DealPipelineStage Uid
  Required
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
- Email
- First Name
- Last Name
Action
Search or write

About Gravity Forms

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

Learn moreLearn moreHelpHelp

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Forms & Surveys

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About Outseta

Outseta is a technology stack for early stage SaaS companies. The platform fully integrates CRM, subscription billing & management, and customer success tools (email, chat, help desk).

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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Related Zap Templates

Create Outseta accounts from new Gravity Forms submissions

Related Zap Templates

Create Outseta accounts from new Gravity Forms submissions