Connect Gravity Forms and BoardCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Add Comment
UpdateLead
Create Deal
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Triggered when a new form is submitted in Gravity Forms.
Do thisActions
Action is the task that follows automatically within your Gravity Forms integrations.
Add Comment
Add a comment to a specified deal in BoardCrm.
UpdateLead
Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.
Create Deal
Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.
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Frequently Asked Questions
To start, connect both your Gravity Forms and BoardCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Gravity Forms triggers actions in BoardCRM (or vice versa).
Absolutely. You can customize how Gravity Forms data is recorded in BoardCRM. This includes choosing which data fields go into which fields of BoardCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Gravity Forms and BoardCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Gravity Forms and BoardCRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Gravity Forms
Gravity Forms is a powerful and flexible WordPress plugin that allows users to create custom forms for their websites. It offers a wide range of features including conditional logic, file uploads, and multi-page forms, making it ideal for collecting information, conducting surveys, and managing user registrations.
Learn MoreAbout BoardCRM
BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
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