Gravity Forms + Salesflare

Create new Salesflare accounts from Gravity Forms submissions

Streamline your new customer onboarding process with this workflow. When a new form submission is made via Gravity Forms, it proceeds to create an account in Salesflare seamlessly. This allows you to ensure all information collected is directly funneled to your sales process, eliminating the need for manual data entry and improving efficiency.

When this happens...
Form Submission
Triggers when the specified form is submitted.
TriggerInstant
automatically do this!
Create Account
Creates a new account.
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
- Tag
- Type
Trigger
Scheduled
Try It
- Account
- Type
Trigger
Scheduled
Try It
- WorkflowRequired
- Step NumberRequired
- EventRequired
Trigger
Scheduled
Try It

- AccountRequired
- UserRequired
Action
Write
- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
Action
Write

- Start DateRequired
- End Date
- Subject
- Description
- Notes
- Participants
Action
Write
- Name
- Link to Existing or New Account
- Account Name
- Account Website
- Contact Name
- Contact Email
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
Action
Write
- WorkflowRequired
- ContactRequired
- Met Goal?Required
Action
Write
- ContactRequired
- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Write
- Id
- Name
- Domain
- Tag
Action
Search
- Id
- Name
- Account
Action
Search
- Stage
- Pipeline Name
- Stage Name
Action
Search
- Workflow NameRequired
Action
Search
- Id
- Name
- Email
- Phone Number
- Account
- Tag
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Search or write

- FormRequired
Action
Write
- Tag
Trigger
Scheduled
Try It
- Owner
- Assignee
- Stage
- Tag
- Min Value
- Max Value
Trigger
Scheduled
Try It
- WorkflowRequired
- Event
Trigger
Scheduled
Try It
- AccountRequired
- ContactRequired
Action
Write
- Name
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Write
- Name
- Email
- First Name
- Last Name
- Tag
- Picture
- Birthdate
- Phone Number
- Mobile Phone Number
- Home Phone Number
- Fax Number
- Street
- Zip
- City
- State/Region
- Country
- Social Profile
- Position Role
- Position Organisation
- Custom Fields
Action
Write
- AccountRequired
- BodyRequired
- Note Date
Action
Write
- DescriptionRequired
- Account
- Reminder Date
- Assignees
Action
Write
- AccountRequired
- Name
- Website
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Write
- OpportunityRequired
- Name
- Account
- Stage
- Owner
- Assignee
- Value
- Close Date
- Tag
- Custom Fields
Action
Write
- Id
- Name
- Email
- Phone Number
- Account
- Tag
Action
Search
- Id
- Name
- Email
Action
Search
- Id
- Name
- Email
Action
Search
- Id
- Name
- Domain
- Tag
- Update if Account Already Exists
- Website
- Contact Name
- Contact Email
- Description
- Email
- Tag
- Phone Number
- Street
- Zip
- City
- State/Region
- Country
- Size
- Picture
- Social Profile
- Custom Fields
Action
Search or write

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn more Help

Related categories

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About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Gravity Forms + Salesflare

Create new Salesflare accounts from Gravity Forms submissions

Form Submission

Use Admin Field Labels?

Submit Form

FormRequired

New Contact

Tag

Type

New Task

Account

Type

New Workflow Step Event

WorkflowRequired

Step NumberRequired

EventRequired

Add User to Account

AccountRequired

UserRequired

Create Call

Start DateRequired

End Date

Subject

Description

Notes

Participants

Create Meeting

Start DateRequired

End Date

Subject

Description

Notes

Participants

Create Opportunity

Name

Link to Existing or New Account

Account Name

Account Website

Contact Name

Contact Email

Stage

Owner

Assignee

Value

Close Date

Tag

Custom Fields

Remove Contact From Workflow

WorkflowRequired

ContactRequired

Met Goal?Required

Update Contact

ContactRequired

Name

Email

First Name

Last Name

Tag

Picture

Birthdate

Phone Number

Mobile Phone Number

Home Phone Number

Fax Number

Street

Zip

City

State/Region

Country

Social Profile

Position Role

Position Organisation

Custom Fields

Find Account

Id

Name

Domain