Capture loan form submissions, create spreadsheet row, add contact in CRM, and send confirmation SMS

Capture loan form submissions with Gravity Forms, store data in Google Sheets, create new contacts in Agile CRM, and send confirmation SMS via ClickSend SMS for faster onboarding and improved customer engagement.

Capture loan form submissions, create spreadsheet row, add contact in CRM, and send confirmation SMS

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Overview

Capture loan form submissions with Gravity Forms, store data in Google Sheets, create new contacts in Agile CRM, and send confirmation SMS via ClickSend SMS for faster onboarding and improved customer engagement.

Capture loan form submissions, create spreadsheet row, add contact in CRM, and send confirmation SMS