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Gravity Forms + Freshworks CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Gravity Forms and Freshworks CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
Gravity Forms Integrations
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.

About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best ways to Integrate Gravity Forms + Freshworks CRM

  • Gravity Forms Freshworks CRM

    Gravity Forms + Freshworks CRM

    Create Contact from Freshworks CRM from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Freshworks CRM Create Contact
  • Gravity Forms Freshworks CRM

    Gravity Forms + Freshworks CRM

    Create Note from Freshworks CRM from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Freshworks CRM Create Note
  • Gravity Forms Freshworks CRM

    Gravity Forms + Freshworks CRM

    Create Account from Freshworks CRM from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Freshworks CRM Create Account
  • Gravity Forms Freshworks CRM

    Gravity Forms + Freshworks CRM

    Add Appointment in Freshworks CRM when Form Submission is added to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Freshworks CRM Add Appointment
  • Gravity Forms Freshworks CRM

    Gravity Forms + Freshworks CRM

    Create Task from Freshworks CRM from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    Freshworks CRM Create Task
  • Gravity Forms {{item.actionAppName}}

    Gravity Forms + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Gravity Forms + Freshworks CRM in easier way

It's easy to connect Gravity Forms + Freshworks CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Form Submission

    Triggers when a new specified form is submitted.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • New Entry

    Creates a new form entry.

  • Submit Form

    Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

Show All

How Gravity Forms & Freshworks CRM Integrations Work

  1. Step 1: Choose Gravity Forms as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Freshworks CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Gravity Forms to Freshworks CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Gravity Forms and Freshworks CRM

Gravity Forms

Gravity Forms is a WordPress plugin that enables users to create forms without any technical expertise. It enables the creation of different types of forms, ranging from contact form to web form. It allows you to use conditional logic, short codes, and even custom fields. It also provides other services such as parking page integration, anti-spam protection, and time tracking.

Freshworks CRM

Freshworks CRM is a cloud-based customer relationship management top that allows you to connect with your customers through multiple channels, including social media, email, phone, text messaging, etc. It enables you to respond quickly to their inquiries and manage their expectations. It also allows you to manage leads, track activities (leads, appointments, calls made or received), monitor emails, and schedule communications across multiple channels.

Integration of Gravity Forms and Freshworks CRM

Integration of Gravity Forms and Freshworks CRM enables users to share their forms with their contacts in Freshworks CRM. This means that users can track the activities of their contacts in Freshworks CRM when they fill out the forms hosted on the site. By integrating these two tops, users can easily find potential leads and close more deals.

Freshworks CRM has an API that allows the integration of its services with different tops. Therefore, it is easy to integrate Gravity Forms with Freshworks CRM with the help of a developer. In order for the integration to work properly, however, users need to have a Freshworks CRM account along with a Gravity Forms account. The process is fairly simple with the help of a developer.

Benefits of Integration of Gravity Forms and Freshworks CRM

There are numerous benefits of integrating Gravity Forms with Freshworks CRM. Some of these include:

Visibility. Users can track the activities of their contacts in Freshworks CRM when they fill out forms hosted on the site. This will enable you to know exactly what your customers are looking for and how you can improve your products or services in order to meet their needs better. Moreover, Freshworks CRM allows you to send automated emails based on the actions that customers take on your website. For example, if someone fills out a form on your site, you can automatically send them a thank you email after filling out the form or a request for more information about your product or service. This way you can avoid spending a lot of time trying to find out what your customers want and need while still providing them with the best possible experience.

Automation. Freshworks CRM allows you to automate emails based on user activity, which means you no longer have to spend hours on responding manually to each lead who fills out a form on your website. Instead you can just set up automated emails based on what they need and when they need it. With Freshworks CRM you can automate things like sending appointment reminders or sending fplow up emails according to certain triggers, such as when someone fills out a form on your site. Also, by connecting your social media profiles and email accounts to Freshworks CRM, you can automate things like sending Facebook or LinkedIn invitations to people who fill up forms on your website or sending emails based on specific actions such as signups or purchases.

Analytics. Freshworks CRM offers real-time analytics that allow you to get insights into your business such as how many signups did you receive today and where did they come from You can also see if there was a spike in signups after posting something on Facebook or if the number of call requests increased after getting featured in a popular magazine. These insights will help you make more informed business decisions and plan future campaigns more strategically and effectively.

The process to integrate Gravity Forms and Freshworks CRM 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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