Add notes to prospects in Club OS with new Gravity Form submissions
When a form is submitted in Gravity Forms, this Zap automatically finds an existing prospect, or creates a new one, in Club OS then adds a customized note. Update your lead data directly from your incoming forms, without slowing down for tedious copy-and-paste.
When a form is submitted in Gravity Forms, this Zap automatically finds an existing prospect, or creates a new one, in Club OS then adds a customized note. Update your lead data directly from your incoming forms, without slowing down for tedious copy-and-paste.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Add Note to User
Adds a note to a user's account.
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
Attendee IDRequired
Club IDRequired
Location IDRequired
Event Type IDRequired
Visit Type
Start TimeRequired
End TimeRequired
Booking Source
Subject
Notes
User IdRequired
Club IdRequired
Location IdRequired
FormRequired
User IDRequired
NoteRequired
Note TypeRequired
Created ByRequired
Message TypeRequired
Club IDRequired
Location IDRequired
SourceRequired
First NameRequired
Last NameRequired
Email
Opt Out of EmailRequired
Mobile Phone
Opt Out of TextRequired
Home Phone
Work Phone
Origin Name
Gender
Walk In?
Interests
User IdRequired
Club IdRequired
Location IDRequired