Accelo + Gravity Forms
Create or update Accelo contacts from new Gravity Forms submissions
Easily keep your Accelo contacts updated with new information from Gravity Forms submissions. With this workflow, whenever a form is submitted in Gravity Forms, the contact details will be created or updated in Accelo. This helps you save time and maintain an accurate contact database for streamlined communication and better customer relationship management.
Easily keep your Accelo contacts updated with new information from Gravity Forms submissions. With this workflow, whenever a form is submitted in Gravity Forms, the contact details will be created or updated in Accelo. This helps you save time and maintain an accurate contact database for streamlined communication and better customer relationship management.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create/Update Contact
Creates a new contact or updates a contact if it already exists.
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
New Request
Triggers when a new request is created.
Try ItTypeRequired
SubjectRequired
BodyRequired
EmailRequired
First Name
Last Name
Mobile
Phone
Fax
Company Name
Position
Company Phone
Company Fax
Company Website
Company Comments
Send on Behalf of Contact
FormRequired
Task Assigned
Triggers when a task is assigned.
Try ItEmailRequired
First Name
Last Name
Mobile
Phone
Fax
Comments
Position
Company Name
Company Website
Company Phone
Company Fax
Company Comments
TitleRequired
TypeRequired
EmailRequired
Salesperson
Comments
Value
Rating
First Name
Last Name
Mobile
Phone
Fax
Position
Company Name
Company Phone
Company Fax
Company Website
Company Comments
