Gravity Forms + Referrizer
Create or update Referrizer contacts from new Gravity Forms submissions
Whenever a new submission is received in Gravity Forms, this workflow ensures your Referrizer contacts stay current. The information from each form entry is instantly harnessed to create or update a contact in the Referrizer system. It's an ideal solution for maintaining an organized, updated contact list without the need for manual data entry. Keep your focus on nurturing relationships, not administrative tasks.
Whenever a new submission is received in Gravity Forms, this workflow ensures your Referrizer contacts stay current. The information from each form entry is instantly harnessed to create or update a contact in the Referrizer system. It's an ideal solution for maintaining an organized, updated contact list without the need for manual data entry. Keep your focus on nurturing relationships, not administrative tasks.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create/Update Contact
Creates or updates a contact.
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
New Visit
Triggers when a visit is created, i.e. contact is checked in.
Try It
FormRequired
New Contact
Triggers when a contact is created.
Try ItCreate, Update or BothRequired
First name
Last name
Full name
Phone number
Email address
Birth date
Type
Description
Labels
Create a visit
