Gravity Forms + Teamleader Focus

Create contacts, linked companies and deals in Teamleader Focus based on new form submissions in Gravity Forms

After a new lead fills out a form on your website, you'll want them to be added to your Teamleader Focus CRM. This Zapier automation does those three things: based on the form response, it will create a new contact, a linked company and a deal that you can easily follow up on from your Teamleader Focus account. This way, you never miss out on any business opportunities!

After a new lead fills out a form on your website, you'll want them to be added to your Teamleader Focus CRM. This Zapier automation does those three things: based on the form response, it will create a new contact, a linked company and a deal that you can easily follow up on from your Teamleader Focus account. This way, you never miss out on any business opportunities!

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

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this...
    Teamleader FocusTeamleader Focus
    Create Contact

    Creates a new contact.

    ActionWrite
  3. then do this...
    Teamleader FocusTeamleader Focus
    Create Company

    Creates a new company.

    ActionWrite
  4. then do this...
    Teamleader FocusTeamleader Focus
    Link Contact to Company

    Links a contact to a company.

    ActionWrite
  5. then do this!
    Teamleader FocusTeamleader Focus
    Create Deal

    Creates a new deal.

    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
  • Teamleader Focus triggers, actions, and search

    New Company

    Triggers when a new Company is added.

    Trigger
    Instant
    Try It
  • Teamleader Focus triggers, actions, and search

    Invoice Paid

    Triggers when an invoice is paid.

    Trigger
    Instant
    Try It
gravity-forms logo
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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teamleader logo
teamleader logo

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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