Create new Copilot CRM customers from Gravity Forms submissions
Maximize your lead management efficiency with this workflow. Once a form is submitted via Gravity Forms, a new customer is instantly created in Copilot CRM. This means no time wasted in manual data entry and immediate contact engagement. Harness the power of this seamless integration to focus more on fostering relationships and less on busy work.
Maximize your lead management efficiency with this workflow. Once a form is submitted via Gravity Forms, a new customer is instantly created in Copilot CRM. This means no time wasted in manual data entry and immediate contact engagement. Harness the power of this seamless integration to focus more on fostering relationships and less on busy work.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Customer
Creates a new customer.
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