CASEpeer + Gravity Forms
Create CASEpeer leads from new Gravity Forms submissions
Easily manage leads from Gravity Forms submissions with this efficient workflow. When a new form is submitted in Gravity Forms, a lead will be immediately created in CASEpeer. This seamless process saves you time and ensures that all vital information is captured and organized appropriately in your case management system.
Easily manage leads from Gravity Forms submissions with this efficient workflow. When a new form is submitted in Gravity Forms, a lead will be immediately created in CASEpeer. This seamless process saves you time and ensures that all vital information is captured and organized appropriately in your case management system.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Lead
Creating a lead action
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
Received Client Text Message
Triggers when a client sends a text message.
Try ItNew Lead
Triggers when a new lead is captured.
Try It
FormRequired
Case Status Change
Triggers when a case changes status.
Try ItNew Case
Triggers when a new case is created.
Try ItCase TypeRequired
Phone TypeRequired
Date Of InjuryRequired
Phone NumberRequired
First NameRequired
Last NameRequired
Middle Name
Email
Nick Name
Source Type
Source Detail
Date of Birth
Language
Incident Description
Description of Injuries
Case StatusRequired
