Connect telecrm and Gravity Forms to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
- Request a new Action for Gravity Forms
Ready to use telecrm and Gravity Forms automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
New Form Submission
Triggered when a new form is submitted in Gravity Forms.
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
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Frequently Asked Questions
To start, connect both your telecrm and Gravity Forms accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Gravity Forms (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Gravity Forms. This includes choosing which data fields go into which fields of Gravity Forms, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Gravity Forms 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 telecrm and Gravity Forms. 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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