Gravity Forms integration with Radius CRM
How to Create Radius CRM leads/clients 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 "Create Radius CRM leads/clients 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 Radius CRM integrations
Radius CRM actions
Nekton can use any feature that is available in Radius CRM API.
Using our advanced AI, you can easily create custom automations for Radius CRM.
Here are some typical actions you can do in your automated workflows.
About Radius CRM
Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.