Exact Online + Gravity Forms Integration
Integrate Exact Online to Gravity Forms in one click, or tell Integrately AI how you want each submission handled. Capture form data, create contacts or accounts, update records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Item is created or updated in Exact Online Instant- Account is created or updated in Exact Online Instant
- Contact is created or updated in Exact Online Instant
Form is submitted in Gravity Forms
2.
- Search account by name in Exact Online
- Search document by accountName in Exact Online
- Update cost unit in Exact Online
- Update cost center in Exact Online
- Update address in Exact Online
- Update contact in Exact Online
- Update account in Exact Online
- Delete contact in Exact Online
- Delete account in Exact Online
- Create document in Exact Online
- Search item by code in Exact Online
- Search cost unit by code in Exact Online
- Search cost centre by code in Exact Online
- Search contact by first name in Exact Online
- Search bank account by account name in Exact Online
- Search address by contact name in Exact Online
- Create item in Exact Online
- Create project in Exact Online
- Create cost unit in Exact Online
- Create cost centre in Exact Online
- Create bank account in Exact Online
- Create address in Exact Online
- Create account in Exact Online
- Create contact in Exact Online
- Update entry in Gravity Forms
- Create entry in Gravity Forms
- Submit form in Gravity Forms
- Get form submission by ID in Gravity Forms
Trusted by experts at...
Ready Workflows for Exact Online + Gravity Forms Integration
Capture form submissions, create contacts, update accounts, log entries, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 Exact Online + Gravity Forms flow
Sync form data to your CRM, notify your team, update spreadsheets, and trigger marketing campaigns right after submission. Pick a combination and activate it in one click.
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WordPress (3)
WordPress (3) +
Mailchimp (2)
Mailchimp (2) +
HubSpot (2)
HubSpot (2) +
Stripe (2)
Stripe (2) +
Slack (2)
Slack (2) +
Google Sheets (2)
Google Sheets (2) G
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When a Gravity Forms form is submitted, create a WordPress post and create a contact in Exact Online.
Form submissions instantly generate WordPress posts and new Exact Online contacts without manual data entry.
G
W
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When a Gravity Forms form is submitted, create a user in WordPress and create an account in Exact Online.
New form entries automatically register WordPress users and set up Exact Online accounts.
G
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When a Gravity Forms form is submitted, update a WordPress user profile and update a contact in Exact Online.
Form updates immediately sync profile changes in WordPress and update contact records in Exact Online.
Supported triggers and actions for Exact Online and Gravity Forms
Mix and match to build the exact automation you need
Exact Online Triggers & Actions
Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
Try it → Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
Try it → Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
Try it → Gravity Forms Triggers & Actions
What can you automate with Exact Online + Gravity Forms?
Streamline your inbound data pipeline by connecting WordPress form submissions directly to your business management platform.
🔄
Sync form submissions to Exact Online contacts
Turn every completed Gravity Forms entry into a new contact or account in Exact Online automatically. Eliminate manual transcription errors between your website and business software.
📝
Capture every custom field and answer
Map detailed form responses, dropdown selections, and file uploads directly into Exact Online records. Ensure your CRM and accounting platforms receive complete submission data.
🔔
Alert team members upon form submission
Trigger instant internal notifications whenever an important prospect submits a form on your WordPress site. Keep your sales and finance teams informed in real time.
🔀
Route submissions based on form answers
Apply conditional logic to direct specific form submissions to different Exact Online accounts or teams. Handle VIP clients and standard inquiries through tailored workflows.
✏️
Keep records updated when entries change
Automatically update existing Exact Online contacts or accounts whenever a user modifies their submission in Gravity Forms. Maintain synchronised records across your entire stack.
🛡️
Prevent duplicate records with smart checks
Search existing databases before creating new entries to avoid duplicate contacts or accounts in Exact Online. Keep your business platform clean and organised.
📋
Manage project creation from sign-ups
Automatically create a new project in Exact Online as soon as a client completes an onboarding form on your website. Kick off billable work without delay.
💬
Extend workflows to Slack or Google Sheets
Combine Exact Online and Gravity Forms with Slack or Google Sheets for comprehensive recordkeeping and team alerts. Build powerful multi-app pipelines in clicks.
And much more...
Who is Exact Online + Gravity Forms integration for?
Teams processing inbound form submissions need reliable data synchronisation between WordPress sites and business management software without manual data entry.
Financial controllers
Sales managers
Client service directors
Operations leads
Account executives
Data administrators
📈
Financial controllers
You rely on Exact Online for accurate ledger data, but manual entry from website forms leads to delayed bookkeeping and reconciliation errors — with this integration, every new submission creates records instantly and your financial overview stays current.
⚡
Sales managers
You need to act on inbound form leads before competitors do, but waiting for manual exports leaves hot prospects sitting in WordPress overnight — automating both apps means every lead creates a contact immediately so your team can follow up fast.
📊
Client service directors
You answer to stakeholders who expect prompt onboarding after web form sign-ups, but disconnected systems cause frustrating administrative bottlenecks — connecting these apps means client records are established right away and onboarding proceeds without delay.
📋
Operations leads
The volume of daily form submissions overwhelms manual data entry staff, causing backlogs in your accounting and CRM software — with this integration, high submission volumes process automatically without adding headcount or risking data gaps.
🤝
Account executives
You depend on accurate contact handoffs from inbound web forms to initiate client relationships, but missing details stall your outreach — this integration means every submission populates your system with complete contact data from the start.
🗂️
Data administrators
You audit system records regularly and keep finding discrepancies between WordPress form entries and your business software database — automating both apps means audit trails remain consistent and missing records are eliminated.
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 Exact Online + Gravity Forms
Build and manage your Exact Online + Gravity Forms automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Exact Online + Gravity Forms with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Exact Online + Gravity Forms Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Exact Online to Gravity Forms?
You can connect Exact Online to Gravity Forms in 1 click using ready templates or ask Integrately AI to build the integration. It links your WordPress forms with Exact Online alongside tools like Slack and Google Sheets effortlessly.
Can I automatically create Exact Online contacts from Gravity Forms submissions?
Can I connect Exact Online, Gravity Forms, and HubSpot?
What is a good Zapier alternative for Exact Online and Gravity Forms?
How does Exact Online handle contact updates from form submissions?
Can Gravity Forms trigger actions in Exact Online in real time?
Do I need coding skills to automate Exact Online and Gravity Forms?
Is the Exact Online and Gravity Forms integration free?
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