3/21/2024 0 Comments Airtable forums zapier xeroSend Form Submissions and File Uploads to the Cloud To connect with certain apps (for example, Salesforce), create over five Zaps a month, or create multiple Zaps, you will need to upgrade to a premium Zapier account. Multi-step Zaps also enable you to automate multiple actions after a submission – so with just one Zap the outcome of a new form submission could result in a lead added to Mailchimp, as well as a new row being created in a Google Sheet, a new card being created in Trello and a team member being assigned to it. This cuts down the time that you would have had to spend manually inputting data or setting up the systems themselves. For example, via Zapier you can add a new lead to a specific list, campaign, or workflow. What’s more, with Zapier you can create specific actions, instructing the third-party service how you would like your leads to be handled. However, Zapier opens the door for a fuller selection of services – Salesforce, Pipedrive, and SendinBlue to name a few. Gravity Forms already supports a wide assortment of official integrations with CRMs and email marketing services, including Mailchimp, HubSpot, AWeber, and Constant Contact. Within a CRM you can manage leads, build customer profiles, send automated email campaigns, track all interactions, and much more, enabling you to nurture those leads into loyal customers. ![]() If the primary aim of your form is to capture leads, then sending those leads to a CRM or email marketing service after form submission is a must. Send Leads to a CRM or Email Marketing Service To ensure your business achieves its goals, it is important that you can transfer your form data to the right tools for the job.Įnter Zapier! Whether you want to manage your leads in a CRM or email marketing service, create and assign new tasks in a project management platform after receiving a form submission, or easily analyze your form data in a third-party tool like Google Sheets, there are endless possibilities when it comes to Zapier. However, data collection is only part of the path to success. Gravity Forms is the best form builder on the market, enabling you to connect with your audience and effortlessly collect the information you need. What Can You Do with Gravity Forms and Zapier? For more information on the features and other add-ons that are available with these plans, check out the Pro License Plan and Elite License Plan pages. Note: The Zapier Add-On is available on the Gravity Forms Pro and Elite licenses.
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