Gleantap + Gravity Forms

Create new Gleantap customers from Gravity Forms submissions

Maximize your productivity, gather data instantly and streamline customer onboarding with this seamless workflow. When a new form is submitted in Gravity Forms, it will directly result in creating a new customer in Gleantap. This not only eliminates the need for manual data entry but ensures that all collected data is organized and made instantly available in Gleantap for effective engagement.

Maximize your productivity, gather data instantly and streamline customer onboarding with this seamless workflow. When a new form is submitted in Gravity Forms, it will directly result in creating a new customer in Gleantap. This not only eliminates the need for manual data entry but ensures that all collected data is organized and made instantly available in Gleantap for effective engagement.

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

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    GleantapGleantap
    New Customer

    Creates a lead or customer within your Gleantap Account

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Action
    Write
    • Unique ID

    • First Name

    • Last Name

    • Full Name (Optional)

    • Email

    • Phone

    • Gender

    • Date of Birth

    • Created Date (Blank for Today)

    • City

    • State

    • Photo

    • Location

    • Status

    • Type

    • Cancel Date (if cancelled)

    • Membership ID

    • Membership Name

    • Membership Start Date

    • Membership End Date

    • Membership Status

    • Membership Type

    • Membership Session Remaining

    Action
    Write
    • Find by Unique ID

    • Find by Email

    • Find by Phone

    • First Name

    • Last Name

    • Email

    • Phone

    • Gender

    • Date of Birth

    • City

    • State

    • Photo

    • Location

    • Status

    • Type

    • Cancel Date (if cancelled)

    • Membership ID

    • Membership Name

    • Membership Start Date

    • Membership End Date

    • Membership Status

    • Membership Type

    • Membership Session Remaining

    Action
    Write
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About Gleantap

Gleantap is a customer data & engagement platform for consumer businesses. It enables you to automate conversation with customers using AI.

Related categories

  • CRM (Customer Relationship Management)
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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