Gravity Forms integration with Tracker
How to Create leads in Tracker from new form submissions in 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 leads in Tracker from new form submissions in 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 Tracker integrations
Tracker actions
Nekton can use any feature that is available in Tracker API.
Using our advanced AI, you can easily create custom automations for Tracker.
Here are some typical actions you can do in your automated workflows.
Create Activity
Adds a new task/activity
Create Contact
Adds a new contact
Create Lead
Adds a new lead
Create Opportunity
Adds a new opportunity
Create Ticket
Add a new ticket
Find Contacts
Find an existing contact
About Tracker
Tracker helps recruitment and staffing firms build better relationships, workflows, and revenue with our integrated Recruitment ATS and CRM