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Question

How do I connect a checklist in Agile CRM with data in my Gravity Forms checklist?

  • April 1, 2023
  • 1 reply
  • 81 views
M

I have a checklist in Agile CRM and data in a gravity form checklist, how do I connect them as natively doesnt seem to work

    This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

    1 reply

    Charie
    Forum|alt.badge.img+4
    • CharieZapier Staff
    • Zapier Staff
    • April 1, 2023

    Hi @MKCARC 

    Just to ensure I understand what you're trying to accomplish, could you elaborate more on the issue? Would you be able to outline it step-by-step?

    If you can phrase it in the “When A happens in Service X, B should happen in Service Y” format, that’ll help me make sure I give you the best suggestion possible.

    I want to ensure we're on the same page so I can point you in the right direction!

    Looking forward to your response! 😊

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