Create or update OpenCRM opportunities from new Gravity Forms submissions
Easily manage your sales pipeline by connecting Gravity Forms to OpenCRM. With this workflow, every time a form is submitted in Gravity Forms, an opportunity will be created or updated in OpenCRM, allowing you to streamline your leads tracking process and stay organized. Save time and improve efficiency by automating this crucial task in your sales cycle.
Easily manage your sales pipeline by connecting Gravity Forms to OpenCRM. With this workflow, every time a form is submitted in Gravity Forms, an opportunity will be created or updated in OpenCRM, allowing you to streamline your leads tracking process and stay organized. Save time and improve efficiency by automating this crucial task in your sales cycle.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!New/Update Opportunity
Create or update an Opportunity in your OpenCRM system.
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
New/Update Company
Create or update a new company in your OpenCRM system.
New/Update Lead
Create or update a Lead in your OpenCRM system.
FormRequired
New/Update Activity
Create or update an Activity in your OpenCRM system.
New/Update Contact
Create or update a Contact in your OpenCRM system.
New/Update Opportunity
Create or update an Opportunity in your OpenCRM system.