Process document uploads from Gravity Forms, find contact in Capsule CRM, add note, and create task

Process document uploads from Gravity Forms submissions by finding the associated contact in Capsule CRM, adding a note about the upload, and creating a task for review, ensuring efficient follow-up and organization.

Zap details:

概要

Process document uploads from Gravity Forms submissions by finding the associated contact in Capsule CRM, adding a note about the upload, and creating a task for review, ensuring efficient follow-up and organization.

Process document uploads from Gravity Forms, find contact in Capsule CRM, add note, and create task

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