Gravity Forms integration with MarketSharp
How to Create MarketSharp leads from new GravityForms 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 "Create MarketSharp leads from new GravityForms 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 MarketSharp integrations
MarketSharp actions
Nekton can use any feature that is available in MarketSharp API.
Using our advanced AI, you can easily create custom automations for MarketSharp.
Here are some typical actions you can do in your automated workflows.
Submit Lead
Submits a new Lead to your MarketSharp system. If the Lead already exists, then a new Inquiry is appended to the contact.
About MarketSharp
MarketSharp is a CRM program for contractors, remodelers, and home improvement professionals. It helps companies organize their leads, customers, and jobs, as well as automate their business processes.