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 entry updated
Triggers when the details of an existing form entry is updated
Form entry status changed
Triggers when the status of an existing form entry is changed
Form entry submitted
Triggers when a new form entry is submitted
Person created
Triggers when a new person is created
Company created
Triggers when a new company is created
Lead unqualified
Triggers when a lead is unqualified
Deal created
Triggers when a new deal is created
Lead created
Triggers when a new lead is created
Deal lost
Triggers when a deal is lost
Lead converted to person
Triggers when a lead is converted to person
Deal won
Triggers when a deal is won
All Actions - Actions are the automated tasks
Submit form entry
Submits a form entry
Add 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 >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
