Connect Gravity Forms and Upsales to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Form Submission" from Gravity Forms.

Add your action

An action happens after the trigger—such as "Create Appointment" in Upsales.

You’re connected!

Zapier seamlessly connects Gravity Forms and Upsales, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write
New Appointment
Triggers when an appointment is created.
Trigger
Polling
Try It
New Contact
Triggers when contact added to segment.
Trigger
Polling
Try It
New Order
Triggers when an order is created.
Trigger
Polling
Try It

- Description
  Required
- StartDate
  Required
- EndDate
  Required
- User
  Required
- ActivityType
  Required
- ContactIds
Action
Write
- Name
  Required
- Phone
- CellPhone
- Email
- Title
- ClientId
  Required
Action
Write

- MeetingId
  Required
- Description
  Required
- StartDate
  Required
- EndDate
  Required
- User
  Required
- ActivityType
  Required
Action
Write
- Id
  Required
- Name
- Phone
- CellPhone
- Email
- Title
- ClientId
Action
Write
- Email
  Required
Action
Search

- Form
  Required
Action
Write
New Activity
Triggers when an activity is created.
Trigger
Polling
Try It
New Company
Triggers when a company is created.
Trigger
Polling
Try It
New Opportunity
Triggers when an opportunity is created.
Trigger
Polling
Try It
New Segment
Triggers when a segment is created.
Trigger
Polling
Try It
- Name
  Required
- AccountManager
- Campaigns
- MailAddress
- MailZipcode
- MailCity
- MailState
- MailCountry
- Employees
- Notes
- OrgNumber
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Write
New Form Submit
Submits data into a selected Upsales form.
Action
Write
- Id
  Required
- Name
- User ID
- Campaigns
- MailAddress
- MailZipcode
- MailCity
- MailState
- MailCountry
- Employees
- Notes
- OrgNumber
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Write
- Name
  Required
Action
Search
- Name
  Required
- AccountManager
- Campaigns
- MailAddress
- MailZipcode
- MailCity
- MailState
- MailCountry
- Employees
- Notes
- OrgNumber
- Phone
- Turnover
- Webpage
- Facebook
- Linkedin
- Twitter
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Gravity Forms and Upsales to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Gravity Forms on the Zapier blog

Make work flow with AI

Level up your Gravity Forms to Upsales integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Gravity Forms

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

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Forms & Surveys WordPress

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About Upsales

The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.

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Related categories

CRM (Customer Relationship Management)