Gravity Forms + Simpro

Create Simpro customers from new Gravity Forms submissions

Efficiently manage your customer database by connecting Gravity Forms to Simpro. With this workflow, every time a new form submission is received in Gravity Forms, an individual customer will be created in Simpro. Save time and ensure accurate customer information by automating this process, making it easier to maintain an organized and up-to-date customer list.

Efficiently manage your customer database by connecting Gravity Forms to Simpro. With this workflow, every time a new form submission is received in Gravity Forms, an individual customer will be created in Simpro. Save time and ensure accurate customer information by automating this process, making it easier to maintain an organized and up-to-date customer list.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    SimproSimpro
    Create Individual Customer

    Creates a new individual customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • Simpro triggers, actions, and search

    Company Customer Updated

    Triggers when a company customer is updated.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Individual Customer Updated

    Triggers when an individual customer is updated.

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • Simpro triggers, actions, and search

    New Company Customer

    Triggers when a company customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Individual Customer

    Triggers when an individual customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Job

    Triggers when a job is created.

    Trigger
    Instant
    Try It
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gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn moreHelp

Related categories

  • Forms & Surveys
  • WordPress

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simpro logo

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Help

Related categories

  • Project Management