Create/Update Rocket Referrals contacts for new submissions in Gravity Forms
Make sure you don't have referrals falling through the cracks by automating data entry. This integration helps by automatically creating/updating contacts in Rocket Referrals when there is a submission in Gravity Forms. From there you can setup a list automation to send a handwritten card or email sequence, seamlessly.
Make sure you don't have referrals falling through the cracks by automating data entry. This integration helps by automatically creating/updating contacts in Rocket Referrals when there is a submission in Gravity Forms. From there you can setup a list automation to send a handwritten card or email sequence, seamlessly.
- When this happens...Form Submission
Triggers when the specified form is submitted.
- automatically do this!Create/Update Contact
Creates or updates a contact.
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FormRequired
Use Admin Field Labels?
Try ItFormRequired
Trigger onRequired
Try ItTrigger onRequired
Try It
FormRequired
Trigger onRequired
Try ItTrigger onRequired
Try ItSearch for existing contacts byRequired
Update onlyRequired
Contact ID
Contact type
Full name
First name
Middle name
Last name
Nickname
Primary nickname
Gender
Birthday
Spouse first name
Spouse last name
Spouse nickname
Spouse full name
Spouse birthday
Language
Address line 1
Address line 2
City
State
Zip
Phone
Email
Email Unsubscribe
Account number
Primary employee (Employee ID)
Customer since date
Last purchase date
Customer end date
Contact status
Organization name
Key contact (Yes/No)
Referred by (name or account number)
Referred on date
Active product count
Total revenue/value
Add to list
Remove from list