Loading

Gravity Forms + Redtail CRM

Create Gravity Forms submissions for new Redtail CRM activities

Effortlessly keep track of new activities in Redtail CRM by submitting form entries in Gravity Forms with this automation workflow. When a new activity is created within Redtail CRM, it will trigger the submission of a form in the Gravity Forms app, streamlining your data management process and ensuring no important information gets missed. Save time and boost organization by connecting these two powerful applications seamlessly.

Effortlessly keep track of new activities in Redtail CRM by submitting form entries in Gravity Forms with this automation workflow. When a new activity is created within Redtail CRM, it will trigger the submission of a form in the Gravity Forms app, streamlining your data management process and ensuring no important information gets missed. Save time and boost organization by connecting these two powerful applications seamlessly.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Gravity FormsGravity Forms
    Submit Form

    Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

    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?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    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
redtailcrm logo
redtailcrm logo

About 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.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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