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Gravity Forms + Sellsy

Create Sellsy companies from new Gravity Forms submissions

Effortlessly streamline your lead management process with this automation. When a form is submitted in Gravity Forms, this workflow will create a new company in Sellsy, saving you time and reducing manual data entry. Stay organized and ensure your sales team always has the most up-to-date information for potential clients.

Effortlessly streamline your lead management process with this automation. When a form is submitted in Gravity Forms, this workflow will create a new company in Sellsy, saving you time and reducing manual data entry. Stay organized and ensure your sales team always has the most up-to-date information for potential clients.

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

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    SellsySellsy
    Create Company

    Creates a new company (prospect or client).

    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
  • Sellsy triggers, actions, and search

    Updated Contact

    Triggers when a contact is updated.

    Trigger
    Instant
    Try It
  • Sellsy triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • Company TypeRequired

    Trigger
    Instant
    Try It
  • Sellsy triggers, actions, and search

    Updated Opportunity Status

    Triggers when the status is changed on an opportunity.

    Trigger
    Instant
    Try It
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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

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sellsy logo
sellsy logo

About Sellsy

Sellsy is a single tool that tracks all your customer cycles.

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