Gravity Forms integration with Pipeline CRM’s goal is to Automate lead capturing from the website and send lead data directly to Pipeline CRM to eliminate the manual work and create an efficient system that saves time and resources.
You can use the Zap template bellow which will save you time:
I’ve created a test form where a user can request a quote for landscaping services. I went ahead and filled out a form with some test data, which we’ll be using in the mapping process between form fields and “Person” fields in Pipeline CRM account.
With successful automation of lead capturing from your website form, your sales team can now shift their focus to what truly matters – nurturing leads and driving sales growth. By streamlining the process of capturing leads automatically, you have eliminated the manual work and created an efficient system that saves time and resources.