Gravity Forms + Redtail CRM
Create Gravity Forms entries for new Redtail CRM contacts
Create new entries in Gravity Forms whenever a new contact is added to Redtail CRM with this seamless automation. This workflow saves time and ensures your forms stay up-to-date with the latest client information. Keep your records consistent and accurate by streamlining data entry between Redtail CRM and Gravity Forms.
Create new entries in Gravity Forms whenever a new contact is added to Redtail CRM with this seamless automation. This workflow saves time and ensures your forms stay up-to-date with the latest client information. Keep your records consistent and accurate by streamlining data entry between Redtail CRM and Gravity Forms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Entry
Creates a new form entry.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
