Gravity Forms + Redtail CRM
Create new Redtail CRM contacts from submitted Gravity Forms entries
Easily keep your contact list updated with this automation between Gravity Forms and Redtail CRM. When a new form submission comes in, a contact will be created in Redtail CRM with the submitted details. Stay organized and manage your leads efficiently, making sure every potential client is saved to your CRM for future follow-ups.
Easily keep your contact list updated with this automation between Gravity Forms and Redtail CRM. When a new form submission comes in, a contact will be created in Redtail CRM with the submitted details. Stay organized and manage your leads efficiently, making sure every potential client is saved to your CRM for future follow-ups.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Contact
Creates a new contact in your database.
- Free forever for core features
- 14 day trial for premium features & apps
About Gravity Forms
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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Forms & Surveys, WordPressAbout Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
