In this article, we'll discuss how to zap leads from Gravity form into GorillaDesk.
Trigger
Step 1: Log in to your Zapier dashboard and click MAKE A ZAP
Step 2: Select Gravity Forms as your App Event
Step 3: Choose Form Submission as your trigger event. This will cause new form submissions to trigger an action in GorillaDesk.
Step 4: You will need to choose your Gravity Form account, you'd like to connect with Zapier.
If it is your first time connecting your Gravity Forms account, you will need to Connect a new account.
Site URL, Consumer Key, and Consumer Secret
The first time you are connecting your Gravity Forms account with Zapier, you will need to enter your Site URL, Consumer Key, and Consumer Secret.
Site URL
The site URL will be the base URL for your website. Make sure to include https:// and the .com/.net/etc.
Consumer Key and Secret Key
Please follow the steps below to find your Consumer Key and Secret Key.
Step 1. Log in to your Wordpress admin panel and click Forms on the left-hand side.
Step 2: Select Settings
Step 3: Select Rest API
Step 4: Add Key
Step 5: Enter a description, User, and set Permissions to Read/Write
Step 6: Copy your Consumer Key and Consumer Secret
Note: The Consumer Key and Consumer Secret will not be available once you've left the page.
Step 7: Navigate back to Zapier and paste your Site URL, Consumer Key, and Consumer Secret and click Yes, Continue.
Step 8: Click Continue
Step 9: Select the form you'd like to connect with GorillaDesk.
Step 10: Test your trigger
Note: This will find a recent form submission in your Gravity Forms account to use as test data. If the form has never been completed, please open your Gravity Form in another window and complete it.
Action
Step 1: Choose GorillaDesk
Step 2: Choose Action Event
Note: GorillaDesk supports Adding a Customer, Adding a Lead, and Adding a Booking. For this example, we are adding a new lead into GorillaDesk.
Step 3: Choose your GorillaDesk account
Step 4: Set up your Actions
This is where you will connect the fields in your Gravity Form to the lead fields in GorillaDesk. Once you have mapped each field accordingly, click Continue at the bottom of the page.
Test and Review
Once you have set up your actions, you can Test & Review your actions in GorillaDesk.
Your test lead will appear in your Inbound Leads Report in GorillaDesk.
If you'd like to convert the lead into a customer, you can click the gear icon to the right of the lead and select Add as New Customer.
Turn On Zap
Once you've tested and reviewed your Zap, you can head back over to Zapier to turn on your Zap.
Once enabled, any new lead that completes your Gravity Form will be Zapped into GorillaDesk.