Gravity Forms + Zomentum

Gravity Forms + Zomentum integrations

Create new Zomentum clients, contacts, and opportunities from new Gravity Forms submissions

Activate this Zap to automatically create a new Zomentum client, contact, and opportunity from the details included in each new Gravity Forms submission. Manage your form data without stopping for tedious copy-and-paste tasks.

When this happens...
Form SubmissionTriggers when the specified form is submitted.
TriggerInstant
automatically do this...
Create or Update ClientCreate or Update Client
ActionWrite
then do this...
Create or Update ContactCreate or Update Contact
ActionWrite
then do this!
Create or Update OpportunityCreate or Update Opportunity
ActionWrite

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More things you can do with Gravity Forms and Zomentum

Discover other triggers and actions you can use with Gravity Forms and Zomentum

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write
Client Updated
Triggers when a client is updated.
Trigger
Polling
Try It
Contact Updated
Triggers when a contact is update.
Trigger
Polling
Try It
Document Created
Triggers when a new Document is created.
Trigger
Polling
Try It

Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Polling
Try It
Users
Triggers when fetch owner while creating client.
Trigger
Polling
Try It

- ClientCompanyId
- email
  Required
- phone
- clientCompanyName
  Required
- contactType
- first
  Required
- last
- JobTitle
- Department
Action
Write
- OpportunityId
  Required
- Name
- Client Name
- Contact Email
- Opportunity Type
- Opportunity Pipeline
- Opportunity Stage
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- ClientCompanyId
  Required
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityId
  Required
Action
Search

- Form
  Required
Action
Write
Client Created
Triggers when a new client is created.
Trigger
Polling
Try It
Contact Created
Triggers when a new contact is created.
Trigger
Polling
Try It
Document Approved
Triggers when to get items details for the approved document.
Trigger
Polling
Try It
Document Updated
Triggers when Document is updated.
Trigger
Polling
Try It
Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Polling
Try It
- ClientCompanyId
- name
  Required
- companyType
  Required
- logo
- Address Line 1
- Address Line 2
- pincode
- state
- country
- phone
- City
- Website
- Owner
- Source
- Campaign
- TwitterURL
- FacebookURL
- LinkedURL
- DateAcquired
- Owner Email
Action
Write
- OpportunityId
- Name
  Required
- Client Name
  Required
- Contact Email
- Opportunity Type
- Opportunity Pipeline
  Required
- Opportunity Stage
  Required
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
  Required
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- ClientUserId
  Required
Action
Search

About Gravity Forms

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

Learn moreLearn moreHelpHelp

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Forms & Surveys

WordPress

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About Zomentum

Zomentum is a sales funnel management tool built for MSPs

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Related Zap Templates

Create or update clients in Zomentum from new Gravity Forms submissions

Related Zap Templates

Create or update clients in Zomentum from new Gravity Forms submissions