Keap + Gravity Forms + Email by Zapier Integrations

How to connect Keap + Gravity Forms + Email by Zapier

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Do even more with Keap + Gravity Forms + Email by Zapier

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Keap, Gravity Forms, and Email by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- TagRequired
Trigger
Scheduled
Try It
New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Trigger
Instant
Try It
New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Company NameRequired
Action
Write

- Contact IdRequired
- BodyRequired
- Title
- Type
- User Id
Action
Write
- Invoice IDRequired
- Product
- Product QuanityRequired
- Price Override
  Specify a price to charge for this product. This will override the current price in Keap.
Action
Write

- How To Check For DuplicatesRequired
  If a match is found using the option provided, the existing contact will be updated. Otherwise a new contact will be created.
- Email 1Required
- Opt-In
  Has this person opted-in to receiving marketing communications from you? Chose "true" to send them email through Keap.
- First Name
- Last Name
- Middle Name
- Tags
  This field will only add tags. Leaving this field blank during an update will not remove the current tags.
- Title
- Suffix
- Company
  This can be a Company ID or a Company Name.
- Job Title
- Website
- Email 2
- Email 3
- Phone1 Number
- Phone1 Type
- Phone2 Number
- Phone2 Type
- Phone3 Number
- Phone3 Type
- Phone4 Number
- Phone4 Type
- Phone5 Number
- Phone5 Type
- Billing Address Country Code
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Shipping Address Country Code
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Other Address Country Code
- Other Address Street (Line 1)
- Other Address Street (Line 2)
- Other Address City
- Other Address State
- Other Address Zip Code
- Birthday
- Anniversary
- Spouse Name
- Facebook
- Linked In
- Twitter
Action
Write
- Company NameRequired
Action
Search
- FormRequired
- Use Admin Field Labels?
Trigger
Instant
Try It
- FormRequired
Action
Write
- Setup Directions
  In order to trigger when emails are opened, this must be paired with a separate Zap using the Send Outbound Email action, with the Enable Read Receipts? field set to True.
  To test with a live email, send an email to yourself using your Send Outbound Email action (with read receipts enabled) and open it, then test this trigger immediately for samples. If you don't need to test with live data, click Skip Test to use static test data.
Trigger
Instant
Try It

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Trigger
Instant
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
Try It
- Contact IDRequired
- Order DateRequired
- Product
- Product QuantityRequired
- Price Override
  Specify a price to charge for this product. This will override the current price in Keap.
Action
Write
- Contact Id
- Due DateRequired
- TitleRequired
- User Id
- Description
Action
Write
- ContactRequired
- TagsRequired
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- Company NameRequired
Action
Search or write
- FormRequired
Action
Write
- Email AddressRequired
  Customize the private email address associated with your mailbox. Be sure to use lowercase and numbers only. Just forward emails to this address to trigger this Zap. Want to receive to your own email address? Try Mailgun, IMAP, Mandrill, or Gmail instead.
Trigger
Instant
Try It
- ToRequired
  Can be a comma separated list of emails. Limited to 5.
- SubjectRequired
- Body (HTML or Plain)Required
  You can place HTML in here and we will send it as is. If this is plain text, we will try to convert it to some very basic HTML for greater client compatibility.
- Attachment
  A file object to be attached to the email. Plain text content will converted into a txt file and attached. Please note, if the file is over ~10mb or so, you should explore using other email sending techniques (like Gmail or SMTP).
- From Name
  This will be your "display name" when sending. Want to send from your own email address? Try Mailgun, IMAP, Mandrill or Gmail apps instead.
- Reply To
  Specify a reply address other than your own.
- Cc
  Can be a comma separated list of emails. Limited to 5.
- Bcc
  Can be a comma separated list of emails. Limited to 5.
- Force Linebreaks?
  Set this to "yes" if your emails are received without line breaks or spacing.
- Enable read receipts?
  Want to be notified when this email is opened? Set this to to True and set up a Zap using the New Read Receipt trigger.
Action
Write

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How Keap + Gravity Forms + Email by Zapier Integrations Work

Step 1: Authenticate Keap, Gravity Forms, and Email by Zapier.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Keap + Gravity Forms + Email by Zapier

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.

Learn more

Related categories

CRM (Customer Relationship Management)

About Gravity Forms

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

Learn more

Related categories

Similar apps

Formdesk

Forms & Surveys

Zoho Creator

App Builder, Zoho

Formidable Forms

Forms & Surveys, WordPress

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Related categories

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Keap + Gravity Forms + Email by Zapier Integrations

How to connect Keap + Gravity Forms + Email by Zapier

Do even more with Keap + Gravity Forms + Email by Zapier

Tag Added to Contact

New Credit Card Charge - Merchant Only

New Manual Payment – (Cash, Check)

New Task

Create Company

Company NameRequired

Create Note

Contact IdRequired

BodyRequired

Title

Type

User Id

Add a Product to an Invoice

Invoice IDRequired

Product

Product QuanityRequired

Price Override

Create or Update Contact

How To Check For DuplicatesRequired

Email 1Required

Opt-In

First Name

Last Name

Middle Name

Tags

Title

Suffix

Company

Job Title

Website

Email 2

Email 3

Phone1 Number

Phone1 Type

Phone2 Number

Phone2 Type

Phone3 Number

Phone3 Type

Phone4 Number

Phone4 Type

Phone5 Number

Phone5 Type

Billing Address Country Code

Billing Address Street (Line 1)

Billing Address Street (Line 2)

Billing Address City

Billing Address State

Billing Address Zip Code

Shipping Address Country Code

Shipping Address Street (Line 1)

Shipping Address Street (Line 2)

Shipping Address City

Shipping Address State

Shipping Address Zip Code

Other Address Country Code

Other Address Street (Line 1)

Other Address Street (Line 2)

Other Address City

Other Address State

Other Address Zip Code

Birthday

Anniversary

Spouse Name

Facebook

Linked In

Twitter

Find Company

Company NameRequired

Form Submission

FormRequired

Use Admin Field Labels?

Submit Form

FormRequired

New Read Receipt

Setup Directions

New Contact

New Invoice