Capture new applicant info from Gravity Forms, create contact, upload file, and generate membership record in Salesforce
Capture new applicant info from Gravity Forms, create contact, upload file, and generate membership record in Salesforce
Capture new applicant information from Gravity Forms submissions, create a contact in Salesforce, upload related files, and generate membership tracking records. This process accelerates onboarding and improves data management.
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Overview
Capture new applicant information from Gravity Forms submissions, create a contact in Salesforce, upload related files, and generate membership tracking records. This process accelerates onboarding and improves data management.