Gravity Forms integration with Clarity CRM
How to Submit Gravity Forms and create Clarity CRM leads from new form submissions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Submit Gravity Forms and create Clarity CRM leads from new form submissions" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Clarity CRM integrations
Clarity CRM actions
Nekton can use any feature that is available in Clarity CRM API.
Using our advanced AI, you can easily create custom automations for Clarity CRM.
Here are some typical actions you can do in your automated workflows.
Find Lead
Finds an existing lead in Claritysoft CRM.
Find or Create Contact
Finds an existing contact in Claritysoft CRM.
Find or Create Opportunity
Finds an existing opportunity in Claritysoft CRM.
Find or Create Product
Finds an existing product in Claritysoft CRM.
Find or Create Quotation
Finds an existing quotation in Claritysoft CRM.
Find or Create Sales-order
Finds an existing sales-order in Claritysoft CRM.
About Clarity CRM
Clarity CRM is a customer relationship management tool that lets you to manage account, contacts and build invoices and orders.