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Gravity Forms + SugarCRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

SugarCRM Integrations
SugarCRM Alternatives

Looking for the SugarCRM Alternatives? Here is the list of top SugarCRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce

Best ways to Integrate Gravity Forms + SugarCRM

  • Gravity Forms SugarCRM

    Gravity Forms + SugarCRM

    Create Case from SugarCRM from Form Submission to Gravity Forms Read More...
    Close
    When this happens...
    Gravity Forms Form Submission
     
    Then do this...
    SugarCRM Create Case
  • Gravity Forms Gravity Forms

    SugarCRM + Gravity Forms

    New Entry in Gravity Forms when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    Gravity Forms New Lead
     
    Then do this...
    Gravity Forms New Entry
  • Gravity Forms Gravity Forms

    SugarCRM + Gravity Forms

    Submit Form in Gravity Forms when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    Gravity Forms New Lead
     
    Then do this...
    Gravity Forms Submit Form
  • Gravity Forms Gravity Forms

    SugarCRM + Gravity Forms

    New Entry in Gravity Forms when New Contact is created in SugarCRM Read More...
    Close
    When this happens...
    Gravity Forms New Contact
     
    Then do this...
    Gravity Forms New Entry
  • Gravity Forms Gravity Forms

    SugarCRM + Gravity Forms

    Submit Form in Gravity Forms when New Contact is created in SugarCRM Read More...
    Close
    When this happens...
    Gravity Forms New Contact
     
    Then do this...
    Gravity Forms Submit Form
  • 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 + SugarCRM in easier way

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

    Triggers
  • Form Submission

    Triggers when a new specified form is submitted.

  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

    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.

  • Create Case

    Create a new case

How Gravity Forms & SugarCRM 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 SugarCRM 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 SugarCRM.

    (2 minutes)

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

Integration of Gravity Forms and SugarCRM

Gravity Forms

Gravity Forms is a WordPress plugin that allows users to create forms and surveys quickly and easily. Gravity Forms supports payment, survey, e-commerce, and registration forms. With Gravity Forms, users can create custom fields for their form submissions. Alternatively, users can enable Gravity Forms IFrame integration for shortcode display on other websites.

SugarCRM

SugarCRM is software that helps you manage your business. It provides functionality for customer relationship management (CRM), marketing automation, project management, sales, field service, accounting, help desk, and analytics. The software is designed to be used by small to enterprise level businesses on distributed networks.

Integration of Gravity Forms and SugarCRM

Gravity Forms comes with integrations to standard WordPress features including plugins, custom post types, taxonomies, shortcodes, and IFrame integration. Integration with SugarCRM will allow users of the two platforms to share data between their systems. This integration will eliminate the need to use multiple systems to manage different aspects of a business. It will also reduce the time needed to manage data entry by automatically syncing form responses with SugarCRM data. Additionally, it will integrate more seamlessly with other SugarCRM features so that users of the two platforms do not have to go through multiple steps to complete common tasks.

Benefits of Integration of Gravity Forms and SugarCRM

One benefit of integrating Gravity Forms and SugarCRM is that it will simplify the process of cplecting information about customers in order to serve them better. Using this system, businesses will be able to create customer profiles automatically based on contact details in forms submitted through the Gravity Forms plugin. Users will be able to send messages to customers by using the Buy Now button in Gravity Forms when customers make purchases. With the ability to send messages directly from the form submission page, businesses will be able to increase their sales by providing relevant messages with each product or service they offer. Businesses will also be able to use the knowledge base feature of SugarCRM with Gravity Forms. They will be able to use Knowledge Base entries created in SugarCRM to create FAQs for their website. This will allow them to provide information about their products and services without having to go through multiple steps in different systems. Also, any new information that is added in the SugarCRM Knowledge Base will automatically appear on the FAQ page for the website. This will save users time because they will not need to manually update their FAQ page after every new entry in the Knowledge Base is created.

The integration of Gravity Forms and SugarCRM will greatly improve both platforms as well as how businesses use them for customer service and marketing purposes. By integrating these two platforms together, it will streamline business processes by eliminating unnecessary steps and allowing businesses to focus on their core mission instead of managing multiple systems. Through integration, businesses will be able to save time and energy while improving customer service and marketing strategies.

The process to integrate Gravity Forms and SugarCRM 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.