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LassoCRM + Salesforce + Gravity Forms Integrations

How to connect LassoCRM + Salesforce + Gravity Forms

Zapier lets you send info between LassoCRM and Salesforce and Gravity Forms automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Do even more with LassoCRM + Salesforce + Gravity Forms

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 LassoCRM, Salesforce, and Gravity Forms. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • BodyRequired

    • CreatedBy - First Name

    • CreatedBy - Last Name

    • Date

    • Registrant IDRequired

    • History IDRequired

    • Subject

    • Type

    Action
    Write
    • Automatically merge duplicates

    • Title

    • First NameRequired

    • Last NameRequired

    • Email

    • Email Type

    • Phone

    • Phone Type

    • Address

    • City

    • Country

    • State

    • ZipCode

    • Address Type

    • Contact Preference

    • Company

    • Birthday

    • Nickname

    • Rating

    • Follow Up Process

    • History Body

    • History Subject

    • History Type

    • Note

    • Source Type

    • Secondary Source Type

    • Send Sales Rep Assignment Notification

    • Rotation

    • Thank You Email by Id

    • Domain Account ID for website tracking for a Registrant

    • GUID for website tracking for a Registrant

    • 1 - Question

    • 1 - Answer

    • 2 - Question

    • 2 - Answer

    • 3 - Question

    • 3 - Answer

    • 4 - Question

    • 4 - Answer

    • 5 - Question

    • 5 - Answer

    • Would you like to add more questions?

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It

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How LassoCRM + Salesforce + Gravity Forms Integrations Work

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

About LassoCRM

LassoCRM is a CRM that empowers home selling teams by taking the guess work out of reporting, sales and the marketing process.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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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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