Gravity Forms + LassoCRM + Salesforce Integrations

How to connect Gravity Forms + LassoCRM + Salesforce

Zapier lets you send info between Gravity Forms and LassoCRM and Salesforce automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Choose an Action
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Do even more with Gravity Forms + LassoCRM + Salesforce

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Gravity Forms, LassoCRM, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • BodyRequired

    • CreatedBy - First Name

    • CreatedBy - Last Name

    • Date

    • Registrant IDRequired

    • History IDRequired

    • Subject

    • Type

    Action
    Write
    • Automatically merge duplicates

    • Title

    • First NameRequired

    • Last NameRequired

    • Email

    • Email Type

    • Phone

    • Phone Type

    • Address

    • City

    • Country

    • State

    • ZipCode

    • Address Type

    • Contact Preference

    • Company

    • Birthday

    • Nickname

    • Rating

    • Follow Up Process

    • History Body

    • History Subject

    • History Type

    • Note

    • Source Type

    • Secondary Source Type

    • Send Sales Rep Assignment Notification

    • Rotation

    • Thank You Email by Id

    • Domain Account ID for website tracking for a Registrant

    • GUID for website tracking for a Registrant

    • 1 - Question

    • 1 - Answer

    • 2 - Question

    • 2 - Answer

    • 3 - Question

    • 3 - Answer

    • 4 - Question

    • 4 - Answer

    • 5 - Question

    • 5 - Answer

    • Would you like to add more questions?

    Action
    Write
    • FormRequired

    Action
    Write
  • LassoCRM triggers, actions, and search

    New Registrant

    Triggers when a new registrant is added.

    Trigger
    Scheduled
    Try It
    • BodyRequired

    • CreatedBy - First Name

    • CreatedBy - Last Name

    • Date

    • Registrant IDRequired

    • Subject

    • Type

    Action
    Write
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It

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How Gravity Forms + LassoCRM + Salesforce Integrations Work

  1. Step 1: Authenticate Gravity Forms, LassoCRM, and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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

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  • Forms & Surveys
  • WordPress

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About LassoCRM

LassoCRM is a CRM that empowers home selling teams by taking the guess work out of reporting, sales and the marketing process.
Learn more

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  • CRM (Customer Relationship Management)

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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