Gravity Forms integration with OnePageCRM
How to Create OnePageCRM contacts from 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 "Create OnePageCRM contacts from 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 OnePageCRM integrations
OnePageCRM actions
Nekton can use any feature that is available in OnePageCRM API.
Using our advanced AI, you can easily create custom automations for OnePageCRM.
Here are some typical actions you can do in your automated workflows.
Create Next Action
Creates a new Next Action for contact.
Create Contact
Creates a new contact in OnePageCRM.
Create Note
Adds a new note to a contact.
Update Deal
Updates an existing deal in OnePageCRM.
Find Deal
Find a deal in OnepageCRM.
Find or Create a Deal
Find an existing deal in OnePageCRM or create a new one.
About OnePageCRM
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.