How to connect Gravity Forms + LassoCRM + Salesforce
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Do even more with Gravity Forms + LassoCRM + Salesforce
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Gravity Forms, LassoCRM, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.
FormRequired
Use Admin Field Labels?
Try ItFormRequired
BodyRequired
CreatedBy - First Name
CreatedBy - Last Name
Date
Registrant IDRequired
History IDRequired
Subject
Type
Automatically merge duplicates
Title
First NameRequired
Last NameRequired
Email
Email Type
Phone
Phone Type
Address
City
Country
State
ZipCode
Address Type
Contact Preference
Company
Birthday
Nickname
Rating
Follow Up Process
History Body
History Subject
History Type
Note
Source Type
Secondary Source Type
Send Sales Rep Assignment Notification
Rotation
Thank You Email by Id
Domain Account ID for website tracking for a Registrant
GUID for website tracking for a Registrant
1 - Question
1 - Answer
2 - Question
2 - Answer
3 - Question
3 - Answer
4 - Question
4 - Answer
5 - Question
5 - Answer
Would you like to add more questions?
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How Gravity Forms + LassoCRM + Salesforce Integrations Work
- Step 1: Authenticate Gravity Forms, LassoCRM, and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.