Capture business quotes from Gravity Forms, create or update company and contact in Sellsy, and create opportunity
Capture business quotes from Gravity Forms, create or update company and contact in Sellsy, and create opportunity
Capture your business quotes by triggering Gravity Forms submissions to find or create company and contact records in Sellsy, then generate opportunities for faster sales follow-up and improved client engagement.
Workflow preview:
Zap details:
Overview
Capture your business quotes by triggering Gravity Forms submissions to find or create company and contact records in Sellsy, then generate opportunities for faster sales follow-up and improved client engagement.