Gravity Forms + Clientjoy Integration
Connect Gravity Forms to Clientjoy in 1 click
Free forever.Use premium features free for 14 days.1.
Form is submitted in Gravity Forms
Lead is created in Clientjoy Instant- Customer is created in Clientjoy Instant
- Invoice is created in Clientjoy
- Invoice is paid in Clientjoy Instant
- Proposal is created in Clientjoy
- Proposal is send in Clientjoy Instant
2.
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Who Is This Integration For?
Freelancers
Consultants
Small Business Owners
Marketing Agencies
Real Estate Agents
Freelancers
Freelancers often struggle to keep track of new client inquiries submitted through their websites. Manually transferring details from contact forms to their client management system can be time-consuming and error-prone.
Consultants
Consultants need a seamless way to manage leads from their website forms, but they often find it challenging to ensure that all the necessary client information is accurately captured and followed up on.
Small Business Owners
Small business owners frequently receive inquiries through their website forms but lack an efficient method to transition these inquiries into client management solutions without double entry or missed opportunities.
Marketing Agencies
Marketing agencies gather valuable client data through various campaign landing pages, and they need a streamlined process to move this data into their customer management software to manage leads effectively.
Real Estate Agents
Real estate agents receive numerous inquiries from potential buyers through their property listing forms. Managing these prospects and ensuring timely follow-up can be overwhelming without an automated process.
What Can You Automate With Gravity Forms + Clientjoy
Automatically add new form submissions as leads
When someone fills out a GravityForms form on your website, automatically create a new lead in Clientjoy. This keeps your lead list up-to-date without any manual data entry while ensuring no opportunity slips through the cracks.
Create Clientjoy contacts from GravityForms responses
Turn your form responses into contact profiles in Clientjoy effortlessly. Each submission updates your contact database, making it easy to keep in touch with new inquiries and nurture relationships.
Generate sales opportunities from form entries
Seamlessly convert GravityForms submissions into sales opportunities in Clientjoy. This setup provides a real-time pipeline for your sales team, leading to more strategic follow-ups and better closure rates.
Sync form details with deal records
Every time a form is completed, automatically populate relevant deal records in Clientjoy. This ensures your sales data is consistently updated and organized, so you can focus on closing deals.
Instantly convert form data into client projects
Save time by automatically turning new form submissions into client projects within Clientjoy. This helps you manage projects right from the start, ensuring all client requirements are documented and actions are taken promptly.
And much more...
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How Integrately Works?
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You Can Also Connect Gravity Forms or Clientjoy With 1400+ Other Apps
Gravity Forms
Gravity Forms is a WordPress forms plugin that allows you to create advanced, professional-looking forms in minutes. It doesn't matter if you're a developer or just getting started with WordPress, you'll be up and running in no time.
Clientjoy
Clientjoy is a web based CRM software for agencies that helps you manage your client's lifecycle from being a lead, to providing proposals and contracts, taking payments online and delivering results.
