How do I connect Gravity Forms to Microsoft Office 365?

You can connect Gravity Forms to Microsoft Office 365 using our automation platform. First, set up Gravity Forms on your WordPress site and create a form. Then, use our platform to authenticate both your Gravity Forms and Microsoft Office 365 accounts. Once connected, you can easily map form fields to actions in Office 365, such as creating an event in Outlook or adding a contact in People.

What types of triggers are available when integrating Gravity Forms with Microsoft Office 365?

When integrating Gravity Forms with Microsoft Office 365, the primary trigger is a new form submission. This trigger allows you to initiate actions in Office 365 based on different conditions set within your form entries.

Can I create calendar events in Outlook with this integration?

Yes, you can automatically create calendar events in Outlook when a form is submitted through Gravity Forms. By setting the New Form Submission trigger, you can configure details like event title, date, and time directly from form fields.

Is it possible to add contacts to my Office 365 People from a form submission?

Absolutely! You can set up an action where every new submission on Gravity Forms adds contact information directly into your Office 365 People list. Map the required fields like name and email from your form submissions.

How do we send email notifications via Outlook using data from Gravity Forms?

To send email notifications through Outlook upon receiving a new submission on Gravity Forms, align the New Form Submission trigger with the Send Email action in Outlook. Customize your email content by inserting specific field data captured during the form submission process.

Are there any predefined templates available for this integration?

While we offer some popular templates for integrating common actions between Gravity Forms and Microsoft Office 365, you have the flexibility to customize workflows based on specific needs. Our platform provides guidance throughout setup.

Can I update existing entries in my Excel files with this integration?

Yes, utilizing our integration capabilities allows you to update existing rows or add new ones within an Excel file stored in OneDrive for each new entry received via Gravity Forms.

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