Integrate Gravity Forms with Teamgate
Send information between Gravity Forms and Teamgate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in Teamgate for each form entry made in Gravity Forms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This workflow will generate a new person in Teamgate using the form inputs received in Gravity Forms.
How it works
- The flow triggers when a new form is submitted in Gravity Forms.
- Zoho Flow creates a new person in Teamgate.
Add a new person in Teamgate for each form entry made in Gravity Forms
Gravity Forms + Teamgate
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Supported triggers and actions
Integrate Gravity Forms and Teamgate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submitted
Triggers when a new form is submitted
Person created
Triggers when a new person is created
Deal lost
Triggers when a deal is lost
Lead unqualified
Triggers when a lead is unqualified
Deal won
Triggers when a deal is won
Lead created
Triggers when a new lead is created
Company created
Triggers when a new company is created
Lead converted to person
Triggers when a lead is converted to person
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create form entry
Creates a new form entry
Update form entry
Updates the details of an existing form entry
Fetch form entry
Fetches the details of an existing form entry
Create lead
Creates a new lead
Create company
Creates a new company
Create deal
Creates a new deal
Create person
Creates a new person
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch comapny
Fetches a company using company name, code or email address.
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch lead
Fetches a lead using ID or name
What is Gravity Forms?
Gravity Forms is a tool to create forms for your WordPress powered websites. It provides ready-to-use form fields, conditional logic, and more.
What is Teamgate?
Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
