Gravity Forms integration with Nutshell
How to Add Nutshell people from new Gravity Forms 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 "Add Nutshell people from new Gravity Forms 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 Nutshell integrations
Nutshell actions
Nekton can use any feature that is available in Nutshell API.
Using our advanced AI, you can easily create custom automations for Nutshell.
Here are some typical actions you can do in your automated workflows.
Create Person
Creates a new Person.
Update Lead
Updates an existing Lead.
Find Person
Finds an existing person.
Find or Create Company
Find or Create Company
Find or Create Lead
Find or Create Lead
Create Company
Creates a new Company.
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.