I have created a Gravity Form with two steps (pages). The first step has the minimum necessary information to create an inquiry in our CRM. The second step has non-essential, but helpful details in routing the inquiry. As such, I need to have step one submitted to our database endpoint, while step two is optional. The problem Im running into is that the Zap I created triggers on the New Lead Event, which seems to only happen on second (final) step of the mutli-step Gravity form. So, my question is, is there a way for a Zap to be triggered on step 1 of a multi-step (page) Gravity form?
Thanks for any help,
Trigger Zap on Step One of Mulit-step Gravity Form
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Userlevel 7
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26 August 2023
Hi
Good question.
You may need to use 2 forms with a redirect from one form to the other form.
You’d pass a unique ID between the forms (e.g. email address).
GSearch results for Gravity Forms redirects: https://www.google.com/search?q=gravity+forms+redirect
- Beginner
- 1 reply
-
26 August 2023
Hi
Good question.
You may need to use 2 forms with a redirect from one form to the other form.
You’d pass a unique ID between the forms (e.g. email address).
GSearch results for Gravity Forms redirects: https://www.google.com/search?q=gravity+forms+redirect
Thanks Troy,
I thought of that but the way our raw leads get processed makes this rather cumbersome. The last lead to come in to our DB with a particular lead ID is the one that gets decorated and sent to our CRM. This means that if step 2 of the lead doesnt have all of the information from step 1 of the lead, then that the CRM record will also be missing all of the info from step 1 (terrible process but it pre-dates my time here and its what I have to work with...). So, to have a “step 1” form redirect to a “step 2” form I would have to pass all of the step 1 data to step 2, so that data can go with the step 2 submission as well. I see that gravity forms can redirect with query string parameters so I could pass all of the step 1 info to the step 2 form via query string, but I was hoping for a more elegant way to resolve my dilemma. :)
Userlevel 7
+14
- Certified Zapier Expert
- 24153 replies
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26 August 2023
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