Create contacts with notes in Maximizer from new Gravity Forms submissions
Unlock the full potential of Gravity Forms, empowering you to craft sophisticated forms for your WordPress site. With this streamlined workflow, integrate your forms with Maximizer, and effortlessly add contacts as soon as new submissions are received. Capture names, email addresses, and any other desired information, automatically creating fresh contacts within Maximizer without any manual effort required. What's more, the automation can generate a comprehensive note for every contact added to Maximizer, encompassing details from the submitted form and, if you like, capturing the origin of the contact.
Unlock the full potential of Gravity Forms, empowering you to craft sophisticated forms for your WordPress site. With this streamlined workflow, integrate your forms with Maximizer, and effortlessly add contacts as soon as new submissions are received. Capture names, email addresses, and any other desired information, automatically creating fresh contacts within Maximizer without any manual effort required. What's more, the automation can generate a comprehensive note for every contact added to Maximizer, encompassing details from the submitted form and, if you like, capturing the origin of the contact.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this...Create Address Book Entry
Creates new company, individual or contact in your Address Book
- then do this!Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
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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.
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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
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