Gravity Forms integration with Pipeline CRM
How to Create new Pipeline CRM for new submissions on Gravity Forms
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 new Pipeline CRM for new submissions on Gravity Forms" 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 Pipeline CRM integrations
Pipeline CRM actions
Nekton can use any feature that is available in Pipeline CRM API.
Using our advanced AI, you can easily create custom automations for Pipeline CRM.
Here are some typical actions you can do in your automated workflows.
Create Event
Creates a new calendar event in your Pipeline account.
Create Company
Creates a new company in your PipelineDeals account.
Create Person
Creates a new person in your PipelineDeals account.
Move Deal to Next Stage
Moves a deal to next stage.
Update Deal
Updates an existing deal in your PipelineDeals account.
Find Company
Find an existing company in your PipelineDeals account.
About Pipeline CRM
Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.