Create Quotient contacts from new Gravity Forms submissions
Easily streamline your sales process with this efficient workflow that connects Gravity Forms and Quotient. When a form submission occurs in Gravity Forms, a new contact will be created in the Quotient app. This seamless automation helps you save time and maintain accurate contact information, making it simpler to send personalized quotes and proposals to potential clients.
Easily streamline your sales process with this efficient workflow that connects Gravity Forms and Quotient. When a form submission occurs in Gravity Forms, a new contact will be created in the Quotient app. This seamless automation helps you save time and maintain accurate contact information, making it simpler to send personalized quotes and proposals to potential clients.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create Contact
Creates a new Contact.
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FormRequired
Use Admin Field Labels?
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Quote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
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FormRequired
Quote Accepted
Triggers when a Quote is Accepted.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
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