Connect Gravity Forms and mcgill-crm to Build Intelligent Automations
Enable Integrations or automations with these events of Gravity Forms and mcgill-crm
Enable Integrations or automations with these events of Gravity Forms and mcgill-crm
Triggers
New Form Submission
Triggered when a new form is submitted in Gravity Forms.
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Frequently Asked Questions
To start, connect both your Gravity Forms and mcgill-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Gravity Forms triggers actions in mcgill-crm (or vice versa).
Absolutely. You can customize how Gravity Forms data is recorded in mcgill-crm. This includes choosing which data fields go into which fields of mcgill-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Gravity Forms and mcgill-crm 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 mcgill-crm. 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.
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About mcgill-crm
Quick and easily coordinate Sales and Marketing of new real estate using McGill CRM. Generate a complete sales contract with electronic signatures in less than 5 minutes.
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