Gravity Forms + Clientify Integration

Integrate Clientify to Gravity Forms in one click, or tell Integrately AI how you want each submission handled. Capture every lead, update your CRM, create tasks, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Gravity Forms
    Form is submitted in Gravity Forms
  • Clientify
    Contact is updated in Clientify
  • Clientify
    Contact is created in Clientify
  • Clientify
    Deal stage is updated in Clientify
  • Clientify
    Deal is created in Clientify
  • Clientify
    Task is created in Clientify
  • Clientify
    Company is created in Clientify
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2.

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Ready WorkflowsReady Workflows   for Gravity Forms + Clientify Integration

Capture submissions, create contacts, update deals, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Clientify + Gravity Forms flow

Capture leads through Gravity Forms, sync them to Clientify, and trigger payments, email campaigns, or team notifications. Pick a combination and activate it in one click.

Gravity Forms
Clientify
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
WordPressWordPress (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
CalendlyCalendly (4)
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Create a Stripe customer for every Gravity Forms submission, and create a contact in Clientify.
Gravity Forms submissions immediately create both a Stripe customer profile and a Clientify contact, eliminating duplicate data entry.
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C
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Create a Stripe payment link for every Clientify deal created from a Gravity Forms submission.
Streamline your sales process by generating a Stripe payment link whenever a Clientify deal is created from a form submission.
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C
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When a Stripe charge succeeds, update the matching contact in Clientify and log the entry in Gravity Forms.
Confirm successful payments by updating your Clientify contact records and logging the transaction data back into your form entries.
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C
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Use ChatGPT to summarise Stripe payment notes, create a deal in Clientify, and submit an entry in Gravity Forms.
Extract key transaction details with AI before creating deals in Clientify and recording the submission in Gravity Forms.

Supported triggers and actions for Gravity Forms and Clientify

Mix and match to build the exact automation you need

Gravity Forms
Gravity Forms Triggers & Actions
Form is submitted in Gravity Forms
Triggers the automation when a form is filled
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Update entry in Gravity Forms
Updates contact to the contact list
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Create entry in Gravity Forms
Adds a new contact to the contact list
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Submit form in Gravity Forms
Submits a form
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Get form submission by ID in Gravity Forms
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Clientify
Clientify Triggers & Actions
Contact is updated in Clientify
Triggers the automation when a contact is updated
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Contact is created in Clientify
Triggers the automation when a new contact is added
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Deal stage is updated in Clientify
Triggers the automation when a deal stage is updated
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Deal is created in Clientify
Triggers the automation when a new deal is created
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Task is created in Clientify
Triggers the automation when a new task is created
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Company is created in Clientify
Triggers the automation when a new company is created
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Create contact in Clientify
Adds a new contact to the database
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Search contact in Clientify
Finds and retrieves contact information
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Search user in Clientify
Searches for a user
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Create deal in Clientify
Generates a new deal with
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Update deal in Clientify
Updates deal information based on new criteria or changes
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Get deal in Clientify
Retrieves information about a deal
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Close deal in Clientify
Finalizes a deal
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Create task in Clientify
Creates a new task
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Create order in Clientify
Creates a new order
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Get company in Clientify
Retrieves information about a company
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Create abandoned cart in Clientify
Creates a new abandoned cart entry
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Search product in Clientify
Searches for a product
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Delete product in Clientify
Removes a product from the database
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Create product in Clientify
Creates a new workspace
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Search deal in Clientify
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What can you automate with Clientify + Gravity Forms?

Streamline your lead generation by syncing form submissions directly into your CRM workflows.

What you can automate?
🎯
Turn every form submission into a CRM contact
Capture contact details submitted through Gravity Forms and create corresponding contact records in Clientify automatically, removing manual data entry from your daily routine.
📝
Capture every submitted form field
Map all custom questions, dropdown selections, and comments from Gravity Forms directly into your Clientify contact profiles instead of just basic names and emails.
🔔
Alert your team instantly on new leads
Notify sales reps in Slack or via email the moment a high-value form is submitted so your team can engage prospects within minutes.
🔀
Route leads based on submitted form answers
Check submitted form fields to assign leads to specific sales pipelines in Clientify or route them to different team members depending on their responses.
🔄
Keep contact details synchronized
Automatically update existing Clientify records whenever a returning user submits a new form entry with updated contact information or preferences.
🔍
Prevent duplicate records in your CRM
Search existing contacts in Clientify before creating new entries, ensuring your database remains clean and free of duplicate records.
💳
Trigger follow-up actions after submission
Automatically generate deals, create follow-up tasks, or issue invoices in connected billing tools the moment a form is successfully completed.
🔗
Extend your workflow to external apps
Connect your core Clientify and Gravity Forms workflow to popular apps like Google Sheets, Mailchimp, or Slack to build comprehensive multi-step automations.
And much more...

Who is Clientify + Gravity Forms integration for?

Connecting Clientify and Gravity Forms helps sales teams, marketers, and web managers eliminate manual data entry and speed up lead response times.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Customer support leads
Customer support leads
Project coordinators
Project coordinators
Operations managers
Operations managers
📈
Performance marketers
You're running lead generation campaigns via website forms but your CRM tracking records only update when someone manually exports submissions, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new submission lands in your CRM instantly and your campaign data stays current.
Sales representatives
You need to reach out to inbound prospects while they are still actively browsing your site, but leads sit in form inboxes until someone manually copies them over — automating both apps means every form entry creates a contact immediately so you can follow up while interest is high.
📊
Agency account managers
You answer to clients who want immediate visibility into new form submissions and pipeline growth, but compiling manual reports takes hours every week — automating both apps means client dashboards update in real time and stakeholders see progress without asking.
🏢
Customer support leads
The volume of inbound support inquiries submitted through your website forms is too high for anyone to keep up by hand, leading to missed tickets and frustrated users — this integration means every support request generates a contact and task automatically so nothing falls through the cracks.
🔄
Project coordinators
You own the onboarding stage and depend on someone upstream to hand over form submission details before you can begin work, causing frustrating operational bottlenecks — automating both apps means project records are created the second a form is completed.
🗂️
Operations managers
You need a reliable audit history of every website interaction, but manual data transfers keep leaving gaps and mismatched records across your systems — with this integration, every form submission creates clean, consistent records across your entire tech stack.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Gravity Forms + Clientify

Build and manage your Gravity Forms + Clientify automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Gravity Forms + Clientify with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Clientify to Gravity Forms?
Frequently Asked Questions
You can connect Clientify to Gravity Forms in 1-click using ready-made templates on Integrately, or by using Integrately AI to build custom workflows linking your forms to Clientify, Google Sheets, Slack, and 1,500+ other apps.
Can I automatically create Clientify contacts from Gravity Forms submissions?
Frequently Asked Questions
Can I connect Clientify, Gravity Forms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clientify and Gravity Forms?
Frequently Asked Questions
How does Clientify handle contact creation from web forms?
Frequently Asked Questions
Can Gravity Forms trigger automated workflows across multiple apps?
Frequently Asked Questions
Do I need coding skills to automate Clientify and Gravity Forms?
Frequently Asked Questions
Is the Clientify and Gravity Forms integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Clientify or Gravity Forms With 1500+ Other Apps

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Gravity Forms
Popular Gravity Forms Integrations
Sync Gravity Forms with database storage, notification channels, and document tools to keep your form data working across your stack.