Gravity Forms + Usherpa
Create new Usherpa contacts from Gravity Forms submissions
Use this streamlined workflow to effortlessly manage your contact list every time a new submission is made in Gravity Forms. With this setup, each form submission in Gravity Forms will result in a new contact being created in Usherpa. This automated process saves time and ensures you don't miss any valuable contacts for your business.
Use this streamlined workflow to effortlessly manage your contact list every time a new submission is made in Gravity Forms. With this setup, each form submission in Gravity Forms will result in a new contact being created in Usherpa. This automated process saves time and ensures you don't miss any valuable contacts for your business.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Import Contact
Creates a new Contact
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- 14 day trial for premium features & apps
FormRequired
Use Admin Field Labels?
Try ItFormRequired
Export Usherpa Loans
Export new or updated loans from Usherpa.
Try ItLoan IdentifierRequired
Loan Officer EmailRequired
Borrower First Name
Borrower Middle Name
Borrower Last NameRequired
Borrower Salutation
Borrower Nick Name
Borrower Mobile Phone
Borrower Work Phone
Borrower Home Phone
Borrower Email
Borrower Best Way To Contact
Borrower Mailing Address
Borrower Mailing City
Borrower Mailing State
Borrower Mailing Postal Code
Borrower Company Name
Borrower Fico Score
Borrower Job Title
Borrower Birthday
Co-Borrower First Name
Co-Borrower Middle Name
Co-Borrower Last Name
Co-Borrower Salutation
Co-Borrower Nick Name
Co-Borrower Mobile Phone
Co-Borrower Home Phone
Co-Borrower Work Phone
Co-Borrower Email
Co-Borrower Best Way To Contact
Co-Borrower Fico Score
Co-Borrower Birth Day
Display Name
Group Name
Loan Notes
Language
Own Primary Residence
Referrer Name
Actual Close Date
Application Date
Appraisal Ordered Date
Appraisal Received Date
Approval Date
Cancellation Date
CD Sent Date
CD Receipt Date
Cleared to Close Date
Construction Close Date
Credit Pulled Date
Decision Date
Denied Date
Docs To Escrow Title Date
Estimated Close Date
First Payment Due Date
Lock Date
Lock Expiration Date
Loan In Process Date
Loan Modified Date
Servicing Next Payment Due Date
Signed Date
Sold Date
Submitted To Underwriting Date
Appraised Value
Association Dues
CLTV
Documentation Type
Hazard Insurance
Is In Flood Zone
Lien Position
Loan Status
Loan ARM Index
Loan ARM Margin
Loan Interest Rate
Loan Amount
Loan Number
Loan Product
Loan Type
Loan LTV
Loan Monthly Payment
Loan Purpose
Loan Term
Occupancy
PMI
Property Taxes
Purchase Price
Total Down Payment
Total Loan Amount
Total Monthly Payment
Secondary Loan ARM Margin
Secondary Loan ARM Index
Secondary Loan Interest Rate
Secondary Loan Amount
Secondary Loan Number
Secondary Loan Product
Secondary Loan Type
Secondary Loan LTV
Secondary Loan Monthly Payment
Property Street Address
Property City
Property County
Property State
Property Postal Code
Escrow Company Name
Escrow Street Address
Escrow City
Escrow State
Escrow Postal Code
Escrow Phone Number
Escrow Fax Number
Escrow No.
Title Attn
Buyer Agent Name
Buyer Agent Company
Buyer Agent Title
Buyer Agent License No.
Buyer Agent Email
Buyer Agent Mobile Phone Number
Buyer Agent Work Phone Number
Buyer Agent Fax Number
Buyer Agent Street Address
Buyer Agent City
Buyer Agent State
Buyer Agent Postal Code
Listing Agent Name
Listing Agent Company
Listing Agent Title
Listing Agent License No.
Listing Agent Email
Listing Agent Mobile Phone Number
Listing Agent Work Phone Number
Listing Agent Fax Number
Listing Agent Street Address
Listing Agent City
Listing Agent State
Listing Agent Postal Code
FormRequired
Export Usherpa Contacts
Export new or updated loans from Usherpa
Try ItContact Type
Marketing Package
First NameRequired
Middle Name
Last NameRequired
Nick Name
Display Name
Salutation
Email
Address
City
State
Postal Code
Home Phone
Mobile Phone
Work Phone
Employer
Birthday
Title
Group Name
Referral Source
Website
Fico Score
Favorite Things
Own Current Residence
Contact Preference
Language
License Number
Additional Contact First Name
Additional Contact Middle Name
Additional Contact Last Name
Additional Contact Salutation
Additional Contact Nick Name
Additional Contact Email
Additional Contact Address
Additional Contact City
Additional Contact State
Additional Contact Postal Code
Additional Contact Home Phone
Additional Contact Work Phone
Additional Contact Mobile Phone
Additional Contact Employer
Additional Contact Title
Additional Contact Birthday
Additional Contact Website
Additional Contact Fico Score
Additional Contact Favorite Things
Additional Contact Own Current Residence
Additional Contact Contact Preference
Additional Contact Language
Additional Contact Licnese Number
