Capture new quote requests from Gravity Forms, search for contacts in Bigin by Zoho CRM, and create new contacts

Capture new quote requests from Gravity Forms, search for existing contacts in Bigin by Zoho CRM, and create new contact records as needed. This process accelerates onboarding and improves customer engagement.

Capture new quote requests from Gravity Forms, search for contacts in Bigin by Zoho CRM, and create new contacts

Workflow preview:

Zap details:

Overview

Capture new quote requests from Gravity Forms, search for existing contacts in Bigin by Zoho CRM, and create new contact records as needed. This process accelerates onboarding and improves customer engagement.

Capture new quote requests from Gravity Forms, search for contacts in Bigin by Zoho CRM, and create new contacts