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Gravity Forms + Rocket Referrals

Create/Update Rocket Referrals contacts for new submissions in Gravity Forms

Make sure you don't have referrals falling through the cracks by automating data entry. This integration helps by automatically creating/updating contacts in Rocket Referrals when there is a submission in Gravity Forms. From there you can setup a list automation to send a handwritten card or email sequence, seamlessly.

Make sure you don't have referrals falling through the cracks by automating data entry. This integration helps by automatically creating/updating contacts in Rocket Referrals when there is a submission in Gravity Forms. From there you can setup a list automation to send a handwritten card or email sequence, seamlessly.

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

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    Rocket ReferralsRocket Referrals
    Create/Update Contact

    Creates or updates a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • Trigger onRequired

    Trigger
    Instant
    Try It
    • Trigger onRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • Trigger onRequired

    Trigger
    Instant
    Try It
    • Trigger onRequired

    Trigger
    Instant
    Try It
    • Search for existing contacts byRequired

    • Update onlyRequired

    • Contact ID

    • Contact type

    • Full name

    • First name

    • Middle name

    • Last name

    • Nickname

    • Primary nickname

    • Gender

    • Birthday

    • Spouse first name

    • Spouse last name

    • Spouse nickname

    • Spouse full name

    • Spouse birthday

    • Language

    • Address line 1

    • Address line 2

    • City

    • State

    • Zip

    • Phone

    • Email

    • Email Unsubscribe

    • Account number

    • Primary employee (Employee ID)

    • Customer since date

    • Last purchase date

    • Customer end date

    • Contact status

    • Organization name

    • Key contact (Yes/No)

    • Referred by (name or account number)

    • Referred on date

    • Active product count

    • Total revenue/value

    • Add to list

    • Remove from list

    Action
    Write
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

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  • Forms & Surveys
  • WordPress

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rocket-referrals logo
rocket-referrals logo

About Rocket Referrals

Rocket Referrals is designed to get clients to stay longer, buy more and refer their friends. You'll see results in under 48 hours.

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