Create new LMN contacts from new Gravity Forms submissions
Streamline your customer management process with this simple workflow. When someone submits a form through Gravity Forms, it will instantly create a new contact in your LMN app. No more manual data entries or missed leads, this automation ensures every interaction on your Gravity Forms application contributes to building your contacts on LMN.
Streamline your customer management process with this simple workflow. When someone submits a form through Gravity Forms, it will instantly create a new contact in your LMN app. No more manual data entries or missed leads, this automation ensures every interaction on your Gravity Forms application contributes to building your contacts on LMN.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Contact
Creates an LMN contact, including a jobsite address
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
Estimate Created or Updated
Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.
Try ItLMN Lead IDRequired
Communication TypeRequired
Date
Task Name
Due Date
Status/Progress
Priority
Note
Instructions
Assignee Email Address
FormRequired
Task/Note Created or Updated
Triggers when a Communication Note, ToDo, or Customer Request is created or updated in LMN.
Try ItContact Created or Updated
Triggers when an LMN Contact gets created or their contact information gets updated.
Try ItLead TypeRequired
Lead NameRequired
Lead First NameRequired
Lead Last NameRequired
Lead Address 1
Lead Address 2
Lead City
Lead State
Lead Zip
Lead Country
Referral Source
Lead Classification
Tags
Lead Position
Lead Email1
Lead Email2
Lead Phone1
Lead Phone2
Do Not Email
Do Not Call
Do Not Mail
Contact Notes
Jobsite Address 1
Jobsite Address 2
Jobsite City
Jobsite State
Jobsite Zip
Jobsite Country