Gravity Forms + Upnify integrations
Create Upnify prospects from new Gravity Forms submissions
One of the most used plugins in WordPress is Gravity Forms, with which you can increase your number of prospects. With this integration, you can save in Upnify CRM all the new prospects that you generate through Gravity Forms. This way, you will reduce the risk of losing the information and you will be able to nurture them until they become new clients.
- When this happens...Form SubmissionTriggers when the specified form is submitted.
- automatically do this!Create a New ProspectCreate a new Prospect
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More things you can do with Gravity Forms and Upnify
Discover other triggers and actions you can use with Gravity Forms and Upnify
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- New Oportunity
Triggers when a new opportunity is created.
Try ItTriggerInstant - New Prospect
Triggers when a new prospect is created on your Upnify account.
Try ItTriggerInstant
- FormRequired
ActionWrite- New Client
Triggers when a new client is created on your Upnify account.
Try ItTriggerInstant - New Sale
Triggers when a new sale is created on your Upnify account.
Try ItTriggerInstant - Origin
- Phase
- Label
ActionWrite
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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Upnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.
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