Gravity Forms + Markate

Gravity Forms + Markate integrations

Create new leads in Markate from new form submissions in Gravity Forms

When a new submission comes through your Gravity Forms, it instantly turns into a lead in Markate. This automation adds information to your Markate contacts, saving you the effort and time of manual data entry. Boost your lead management effectiveness and ensure timely follow-ups through this streamlined workflow.

When this happens...
Form SubmissionTriggers when the specified form is submitted.
TriggerInstant
automatically do this!
Create LeadCreate a new lead on Markate
ActionWrite

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More things you can do with Gravity Forms and Markate

Discover other triggers and actions you can use with Gravity Forms and Markate

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write
New Customer
Triggers when a new customer is added.
Trigger
Polling
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New Customer Source
Triggers when a new customer source is created.
Trigger
Polling
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- Status
- Customer
Trigger
Polling
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New Lead Label
Triggers when a new lead label is added.
Trigger
Polling
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Work Order Scheduled
Triggers when a work order is scheduled.
Trigger
Polling
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- Name
  Required
Action
Write

- Form
  Required
Action
Write
New Call From Kate-Ai Receptionist
Triggers when a new call is added by Kate-AI Receptionist.
Trigger
Polling
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New Customer Group
Triggers when a new customer group is created.
Trigger
Polling
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- Status
- Customer
Trigger
Polling
Try It
- Status
- Type
- Customer Source
Trigger
Polling
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- Status
- Customer
Trigger
Polling
Try It
- Customer Type
  Required
- First Name
  Required
- Last Name
- Company
- Email
- Mobile
- Other Phone
- Billing Address
- Suite/Unit
- City
- Zip/Postal Code
- State
- Notes
- Customer Source
- Customer Group
Action
Write
- Customer Type
  Required
- Name
  Required
- Phone
- Other Phone
- Email
- Company
- Address
- Suite/Unit
- City
- Zip
- State
- Source
- Customer Source
- Lead Label
- Notes
Action
Write

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

WordPress

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About Markate

Markate is a business management tool for home service providers, featuring CRM, job management, sales automation, and marketing capabilities.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)