Gravity Forms + Simpro Integration
Integrate Gravity Forms to Simpro in one click, or tell Integrately AI how you want each submission handled. Capture form details, create your customer records, update company info, and notify your team instantly.
Free forever.Use premium features free for 14 days.1.
Form is submitted in Gravity Forms
Recurring invoice is updated in Simpro Instant- Recurring invoice is created in Simpro Instant
- Invoice is updated in Simpro Instant
- Invoice is created in Simpro Instant
- Contact is created in Simpro Instant
- Job is created in Simpro Instant
- Company customer created in Simpro Instant
- Job is updated in Simpro Instant
- Company customer updated in Simpro Instant
- Site is created in Simpro Instant
- Site is updated in Simpro Instant
- Individual customer created in Simpro Instant
- Individual customer updated in Simpro Instant
- Quote is created in Simpro Instant
- Quote is updated in Simpro Instant
2.
- Update entry in Gravity Forms
- Create entry in Gravity Forms
- Submit form in Gravity Forms
- Get form submission by ID in Gravity Forms
- Update lead in Simpro
- Update contact in Simpro
- Create lead in Simpro
- Get contact by ID in Simpro
- Create individual customer in Simpro
- Search individual customer in Simpro
- Search company customer in Simpro
- Create contact in Simpro
- Create company customer in Simpro
- Create service job in Simpro
- Search job in Simpro
- Create site in Simpro
- Search contact in Simpro
- Search site in Simpro
- Create service quote in Simpro
- Search quote in Simpro
- Create activity schedule block in Simpro
Trusted by experts at...
Ready Workflows for Gravity Forms + Simpro Integration
Capture submissions, create customer records, update company info, sync quotes, and notify your team, 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 Gravity Forms + Simpro flow
Connect form data to your favorite tools for messaging, customer support, document management, and team collaboration. Pick a combination and activate it in one click.
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WordPress (5)
WordPress (5) +
Twilio (5)
Twilio (5) +
QuickBooks Online (5)
QuickBooks Online (5) +
Gmail (5)
Gmail (5) +
Google Calendar (5)
Google Calendar (5) +
Slack (5)
Slack (5) G
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Create a Simpro company customer from every Gravity Forms submission, and publish a post in WordPress
New form submissions create company customers in Simpro and publish updates in WordPress automatically, keeping your site and CRM perfectly aligned.
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Submit a form in Gravity Forms, create an individual customer in Simpro, and add a comment in WordPress
Capture individual customers in Simpro from form submissions and log comments in WordPress without lifting a finger.
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Search company customer in Simpro when a form is submitted in Gravity Forms, and update a WordPress page
Find existing Simpro company customers using form entries and update your WordPress pages automatically.
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Create a lead in Simpro from a Gravity Forms submission, and create a WordPress post
Turn form submissions into Simpro leads while publishing a new post in WordPress instantly.
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Create a service job in Simpro after a Gravity Forms submission, and update WordPress
Generate service jobs in Simpro from form entries and keep your WordPress site updated automatically.
Supported triggers and actions for Gravity Forms and Simpro
Mix and match to build the exact automation you need
Gravity Forms Triggers & Actions
Simpro Triggers & Actions
Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
Try it → Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
Try it → Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
Try it → Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
Try it → Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
Try it → Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
Try it → Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
Try it → What can you automate with Gravity Forms + Simpro?
Streamline your customer intake and field service operations with robust automated workflows.
📋
Create Simpro customers from form submissions
Automatically generate company or individual customer records in Simpro the moment a user submits a form in Gravity Forms. Eliminate manual data entry and speed up your intake process.
🔍
Capture every submitted form field
Map all custom form answers from Gravity Forms directly into Simpro customer or job fields instead of just basic contact info. Your records become a complete picture of customer requirements.
🔔
Alert your team instantly on new inquiries
Notify your operations or sales team the second a new form submission arrives in Gravity Forms. Keep everyone aligned and ensure rapid follow-ups.
🔀
Route submissions based on submitted values
Create different types of records in Simpro — such as leads, individual customers, or service jobs — depending on the specific options selected in your Gravity Forms submission.
🔄
Keep Simpro updated when records change
Automatically update existing customer profiles, contacts, or company details in Simpro whenever corresponding updates occur in your connected workflows.
🔎
Search and update instead of creating duplicates
Look up existing company or individual customers in Simpro before creating new records. Prevent clutter and maintain a clean, unified database.
⚙️
Handle quotes, jobs, and invoices automatically
Trigger service quotes, service jobs, or invoice updates in Simpro based on form submissions or downstream status changes, keeping your financial and operational pipelines synchronized.
💬
Extend your workflow with Slack or email
Connect your core Gravity Forms and Simpro automation to Slack, Gmail, or Twilio to notify team members and confirm requests with clients automatically.
And much more...
Who is Gravity Forms + Simpro integration for?
Connecting Gravity Forms and Simpro eliminates manual data entry, keeps customer records synchronized, and accelerates response times for field service teams.
Operations Managers
Field Service Dispatchers
Project Coordinators
Customer Intake Teams
Sales Representatives
Database Administrators
📈
Operations Managers
You're reviewing customer submissions but your job management system only updates when someone manually re-keys entries, so the submission counts you're tracking are always a few hours behind — this integration means every new submission lands in Simpro instantly and your operational data stays current.
⚡
Field Service Dispatchers
You need to dispatch technicians quickly, but finding out about new inquiries late leaves clients waiting and wastes valuable field time — automating both apps means every form entry creates a job record immediately and your team can dispatch without delay.
📋
Project Coordinators
You answer to clients who want immediate progress updates, but manual data transfers between your forms and job software cause frustrating reporting gaps — connecting these apps means every customer detail syncs automatically and your progress tracking is always accurate.
🔄
Customer Intake Teams
The volume of form submissions is too high for anyone to keep up by hand, resulting in missed leads and delayed customer onboarding — this integration means every submission generates a customer record instantly and your intake pipeline runs smoothly.
🤝
Sales Representatives
You own the follow-up step and depend on someone upstream to hand over form data before you can reach out, slowing down your response time — automating both apps means every lead lands in your CRM the moment the form is submitted so you can connect right away.
📁
Database Administrators
You need a reliable history of all client interactions but keep finding missing entries caused by manual copy-pasting errors — connecting these apps means every submission creates a clean, verified record in Simpro every single time.
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 + Simpro
Build and manage your Gravity Forms + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Gravity Forms + Simpro 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 Gravity Forms + Simpro Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Gravity Forms to Simpro?
You can connect Gravity Forms to Simpro in 1 click using ready workflows on Integrately, or use Integrately AI to build your automation with apps like WordPress, Twilio, QuickBooks Online, Gmail, Google Calendar, and Slack.
Can I sync Gravity Forms submissions to Simpro customers automatically?
Can I connect Gravity Forms, Simpro, and Slack?
What is a good Zapier alternative for Gravity Forms and Simpro?
How does Gravity Forms handle form submission data in automations?
How does Simpro handle customer and job records when automated?
Can I automate Gravity Forms and Simpro without coding?
Is the Gravity Forms and Simpro integration free?
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