Integrate Freshworks CRM with Gravity Forms
Appy Pie Connect allows you to automate multiple workflows between Freshworks CRM and Gravity Forms
- No code
- No Credit Card
- Lightning Fast Setup
Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
About Gravity Forms
Gravity Forms is a premium WordPress plugin that allows you to design and publish forms on your site. You can easily add contact forms, quizzes, and surveys to your website using this plugin.
Gravity Forms IntegrationsBest Freshworks CRM and Gravity Forms Integrations
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Freshworks CRM + Gravity Forms
New Entry in Gravity Forms when New Appointment is created in Freshworks CRM Read More...When this happens...
New Appointment
Then do this...
New Entry
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Freshworks CRM + Gravity Forms
Submit Form in Gravity Forms when New Appointment is created in Freshworks CRM Read More...When this happens...
New Appointment
Then do this...
Submit Form
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Freshworks CRM + Gravity Forms
New Entry in Gravity Forms when New Task is created in Freshworks CRM Read More...When this happens...
New Task
Then do this...
New Entry
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Freshworks CRM + Gravity Forms
Submit Form in Gravity Forms when New Task is created in Freshworks CRM Read More...When this happens...
New Task
Then do this...
Submit Form
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Freshworks CRM + Gravity Forms
New Entry in Gravity Forms when New Completed Task is created in Freshworks CRM Read More...When this happens...
New Completed Task
Then do this...
New Entry
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Freshworks CRM + Gravity Forms without coding knowledge. Start creating your own business flow.
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New Appointment
trigger when new appointment created.
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New Completed Task
Trigger when any task gets completed.
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New Contact
Trigger when new contact is created.
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New Deal
Trigger when new deal created.
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New Task
Trigger when new task created.
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Form Submission
Triggers when a new specified form is submitted.
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Add Appointment
Add an appointment.
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Create Account
Create an account.
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Create Contact
Creates a contact.
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Create Deal
Creates a deal.
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Create Note
Creates a note.
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Create Task
Creates a task.
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Update Contact
Updates an existing contact.
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New Entry
Creates a new form entry.
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Submit Form
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
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How Freshworks CRM & Gravity Forms Integrations Work
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Step 1: Choose Freshworks CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Gravity Forms as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Freshworks CRM to Gravity Forms.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Freshworks CRM and Gravity Forms
Freshworks CRM
Gravity Forms
Integration of Freshworks CRM and Gravity Forms
Benefits of Integration of Freshworks CRM and Gravity Forms
What are the advantages of using Freshworks CRM and Gravity Forms together
The main advantages of using Freshworks CRM and Gravity Forms together are:
- Save time on data entry. with the integration of two softwares, you can save a lot of time on data entry. Instead of entering data in both applications separately, you can use the forms from Gravity Forms to capture sales leads in Freshworks CRM. Similarly, you can use the forms from Freshworks CRM to capture customer responses from your website in Gravity Forms. This will save a lot of time as compared to manually entering data into both applications.
- No double entry. like mentioned above, there will be no double entry with this integration. So you need not worry about data being entered twice or errors being made. All data will be imported into one application only. The result will be more accurate data for employees to work on.
- One-stop spution. with integration between Freshworks CRM and Gravity Forms, you can have one stop shop for all your data entry needs. You don’t have to switch between multiple applications or websites just to enter required information. Everything can be managed in one place.
- Advanced features. with integration between Freshworks CRM and Gravity Forms, you unlock some advanced features in both applications. When you use the same form in different applications, it allows you to send data cplected from Gravity Forms directly to Freshworks CRM as leads. This means that there won’t be any need for manual copy pasting or editing of data before it gets imported into your CRM system. It also allows you to access advanced features like lead scoring in your CRM system when you integrate the two applications. You can also set up custom fields in both systems that can be mapped on each other. This way, the fields will transfer across applications without any issue. You can also create custom fields that are not supported in either Freshworks CRM or Gravity Forms individually but are supported with the integration. As a result, you get access to more advanced features in both applications than you would if you were using them separately.
The process to integrate Freshworks CRM and Gravity Forms may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
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