Accelo + Gravity Forms

Create new Accelo sales from Gravity Forms form submissions

Effortlessly streamline your sales process with this handy workflow. When a new form submission is received in Gravity Forms, a sale will be created in Accelo, keeping your team in the loop and helping you stay organized. Transform the way you manage leads and close deals with this seamless automation.

Effortlessly streamline your sales process with this handy workflow. When a new form submission is received in Gravity Forms, a sale will be created in Accelo, keeping your team in the loop and helping you stay organized. Transform the way you manage leads and close deals with this seamless automation.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    AcceloAccelo
    Create Sale

    Creates a new sale. If the sale's contact does not exist, a new one will be created for you.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Action
    Write
    • EmailRequired

    • First Name

    • Last Name

    • Mobile

    • Phone

    • Fax

    • Comments

    • Position

    • Company Name

    • Company Website

    • Company Phone

    • Company Fax

    • Company Comments

    Action
    Write
    • 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

    Action
    Write
accelo logo
accelo logo

About Accelo

Accelo is a unified professional services software platform designed to manage clients, projects, resources, finances, and insights, all in one place.

Related categories

  • Productivity

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gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn more

Related categories

  • Forms & Surveys
  • WordPress

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