Gravity Forms + Teamleader Focus integrations
Create contacts, linked companies and deals in Teamleader Focus based on new form submissions in Gravity Forms
After a new lead fills out a form on your website, you'll want them to be added to your Teamleader Focus CRM. This Zapier automation does those three things: based on the form response, it will create a new contact, a linked company and a deal that you can easily follow up on from your Teamleader Focus account. This way, you never miss out on any business opportunities!
- When this happens...Form SubmissionTriggers when the specified form is submitted.
- automatically do this...Create ContactCreates a new contact.
- then do this...Create CompanyCreates a new company.
- then do this...Link Contact to CompanyLinks a contact to a company.
- then do this!Create DealCreates a new deal.
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More things you can do with Gravity Forms and Teamleader Focus
Discover other triggers and actions you can use with Gravity Forms and Teamleader Focus
- FormRequired
- Use Admin Field Labels?
Try ItTriggerInstant- FormRequired
ActionWrite- New Company
Triggers when a new Company is added.
Try ItTriggerInstant - Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerInstant
- FormRequired
ActionWrite- New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - New Contact
Triggers when a new contact is added.
Try ItTriggerInstant - Deal Accepted
Triggers when a deal is accepted.
Try ItTriggerInstant
Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
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