Gravity Forms + Maximizer CRM

Create new Maximizer CRM cases from Gravity Forms submissions

Save time and streamline your workflow by connecting Gravity Forms with Maximizer CRM. With this automation, each new form submission in Gravity Forms will automatically create a new case in Maximizer CRM, ensuring your sales and support teams have instant access to valuable customer information. Keep your CRM up-to-date without manual data entries and increase team productivity.

Save time and streamline your workflow by connecting Gravity Forms with Maximizer CRM. With this automation, each new form submission in Gravity Forms will automatically create a new case in Maximizer CRM, ensuring your sales and support teams have instant access to valuable customer information. Keep your CRM up-to-date without manual data entries and increase team productivity.

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

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    Maximizer CRMMaximizer CRM
    Create Case

    Creates new Customer Service Case

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Action
    Write
  • Maximizer CRM triggers, actions, and search

    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.

    Trigger
    Instant
    Try It
  • Maximizer CRM triggers, actions, and search

    New or Updated Lead Entry (Via Webhook)

    Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.

    Trigger
    Instant
    Try It
    • Entry typeRequired

    • CriteriaRequired

    • Select User Defined Fields (UDFs) to include

    Trigger
    Polling
    Try It
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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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maximizer logo
maximizer logo

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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