Create new Maximizer CRM cases from Gravity Forms submissions
Save time and streamline your workflow by connecting Gravity Forms with Maximizer CRM. With this automation, each new form submission in Gravity Forms will automatically create a new case in Maximizer CRM, ensuring your sales and support teams have instant access to valuable customer information. Keep your CRM up-to-date without manual data entries and increase team productivity.
Save time and streamline your workflow by connecting Gravity Forms with Maximizer CRM. With this automation, each new form submission in Gravity Forms will automatically create a new case in Maximizer CRM, ensuring your sales and support teams have instant access to valuable customer information. Keep your CRM up-to-date without manual data entries and increase team productivity.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Case
Creates new Customer Service Case
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
New or Updated Appointment (Via Webhook)
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try ItOpportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try It
FormRequired
New or Updated Address Book Entry (Via Webhook)
Triggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Try ItNew or Updated Lead Entry (Via Webhook)
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Try ItEntry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try It