1.Receives readiness form submissions
Integrate Gravity Forms and form intake tools to receive the submission and extract readiness fields for mapping.
Create readiness assessment records from intake form submissions
Automatically capture readiness assessment form submissions across Gravity Forms and Zoho CRM. Create and update readiness assessment records and refresh average readiness scores in the service period without manual reporting.
How this automation updates readiness in your milestones
When new readiness form submissions arrive, delays can make milestones inaccurate. This automation captures submissions in Gravity Forms, creates and updates Zoho CRM records, so your team can reflect readiness in service periods without chasing updates.
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2.Finds matching service period entry
Integrate Zoho CRM and CRM lookup workflows to search for the configured Service Period or Deal and return the service period ID.
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3.Creates readiness assessment record
Integrate Zoho CRM and CRM record mapping to create a Readiness Assessment record and map participant, date, score, and owner fields.
4.Updates service period average readiness
Integrate Zoho CRM and CRM update flows to update the matched service period record and set the latest average readiness score.
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