Gravity Forms + NeonCRM
Create new NeonCRM accounts from new Gravity Forms submissions
Streamline your donor management process with this efficient workflow. When a new form is submitted in Gravity Forms, an account is created for that individual in NeonCRM. This allows seamless transfer of your new contacts directly into your donor management system, minimizing any manual data entry, saving time, and reducing errors. Benefit from a coordinated process that keeps your constituent database up-to-date and ready for fundraising activities.
Streamline your donor management process with this efficient workflow. When a new form is submitted in Gravity Forms, an account is created for that individual in NeonCRM. This allows seamless transfer of your new contacts directly into your donor management system, minimizing any manual data entry, saving time, and reducing errors. Benefit from a coordinated process that keeps your constituent database up-to-date and ready for fundraising activities.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Account
Creates a new account.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Use Admin Field Labels?
Try ItFormRequired
New Activity
Triggers when a new activity is created.
Try ItSubjectRequired
Note
Start DateRequired
Start Time
End Date
End Time
Client Account IDRequired
System User ID
StatusRequired
PriorityRequired
FormRequired
New Account
Triggers when a new account is created.
Try ItNew Donation
Triggers when a new donation is created.
Try ItAccount TypeRequired
Middle Name
Preferred Name
Suffix
Salutation
Title
Department
Deceased
Email 1
Email 2
Email 3
Gender
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
Address Type
Fax Number
Fax Type
Phone 1
Phone 1 Type
Phone 2
Phone 2 Type
Phone 3
Phone 3 Type
URL
Source
Send System Email
No Solicitation
