Create new Striven customers from new Gravity Forms submissions
Use this workflow to streamline your customer creation process. Quickly convert your Gravity Forms submissions into new customers in the Striven platform. Ideal for businesses using Gravity Forms for lead acquisition, this process ensures prompt customer entry into Striven for seamless management. Turn form submissions into efficient customer management now.
Use this workflow to streamline your customer creation process. Quickly convert your Gravity Forms submissions into new customers in the Striven platform. Ideal for businesses using Gravity Forms for lead acquisition, this process ensures prompt customer entry into Striven for seamless management. Turn form submissions into efficient customer management now.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Customer
Creates a new customer.
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FormRequired
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Try ItFormRequired
TypeRequired
Customer Name
Customer Number
Bill To Location
Ship To Location
Ship Via
Tracking Number
Contact Name
Sales Rep
Order Date
Order Number
Order Name
Target Date
Customer Notes
Internal Notes
Payment Term
AR Account
Invoice Format
Sales Tax
Item
Inventory Location
Description
Qty
Unit Of Measure
Price
Shipping Price
Taxable
Class
FormRequired
First Name
Last Name
Email
Phone
Customer Name
Customer Number
Category
Referral Source
Website
Credit Limit