Loading

Gravity Forms + Perfex CRM

Create Perfex CRM leads from new Gravity Forms submissions

Easily streamline your lead capturing process with this automated workflow between Gravity Forms and Perfex CRM. When a new form submission occurs in Gravity Forms, a lead will be created in Perfex CRM, helping you manage potential prospects more efficiently. Stay organized by integrating your form data directly to your CRM without any manual effort.

Easily streamline your lead capturing process with this automated workflow between Gravity Forms and Perfex CRM. When a new form submission occurs in Gravity Forms, a lead will be created in Perfex CRM, helping you manage potential prospects more efficiently. Stay organized by integrating your form data directly to your CRM without any manual effort.

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

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    Perfex CRMPerfex CRM
    Create Lead

    Creates new Lead

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • Perfex CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice in created.

    Trigger
    Instant
    Try It
gravity-forms logo
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

Similar apps

Formdesk integrationsFormdesk integrations

Formdesk

Forms & Surveys
Zoho Creator integrationsZoho Creator integrations

Zoho Creator

App Builder, Zoho
Formidable Forms integrationsFormidable Forms integrations

Formidable Forms

Forms & Surveys, WordPress
perfex-crm logo
perfex-crm logo

About Perfex CRM

Perfex CRM is a Customer Relationship Management software designed for small businesses and freelancers.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier