Integrate Gravity Forms with PipelineDeals
Send information between Gravity Forms and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Create a new person in PipelineDeals when a form is submitted through Gravity Forms
Save time and reduce errors by capturing contact details directly from forms into your sales CRM. This flow will generate a new person in PipelineDeals using the form responses obtained from Gravity Forms.
How it works
- The flow triggers when a new form is submitted in Gravity Forms.
- Zoho Flow adds a new person in PipelineDeals.
Create a new person in PipelineDeals when a form is submitted through Gravity Forms
Gravity Forms + PipelineDeals
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Supported triggers and actions
Integrate Gravity Forms and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submitted
Triggers when a new form is submitted
Updated deal stage
Triggers when a deal is moved from one stage to another
New deal
Triggers when a new deal is created
Updated deal status
Triggers when the status of an existing deal is updated
New person, lead, or contact
Triggers when a new person, lead, or contact 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
Add person
Adds a new person
Create deal
Creates a new deal
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
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.
Similar apps
What is PipelineDeals?
PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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