Gravity Forms integration with Freshsales Classic
How to Create leads in Freshsales CRM from new Gravity Forms entries
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 "Create leads in Freshsales CRM from new Gravity Forms entries" 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 Freshsales Classic integrations
With this integration, you can automatically create a new lead in Freshsales with details extracted by CandidateZip from resumes received in Business Gmail attachments...
Freshsales Classic actions
Nekton can use any feature that is available in Freshsales Classic API.
Using our advanced AI, you can easily create custom automations for Freshsales Classic.
Here are some typical actions you can do in your automated workflows.
Add Note to Deal
Adds a note to a deal.
Add Note to Sales Account
Adds a note to a sales account.
Create Contact
Creates a new contact.
Create Lead
Creates a new lead.
Delete Contact
Delete an existing contact.
Update Account
Updates an existing account.
About Freshsales Classic
Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.