Maximizing Workflow: Integrating ProsperWorks with Zapier and Gravity Forms

Unlocking the Potential of Your Tools with Integration

In today’s fast-paced digital environment, businesses are constantly looking for ways to streamline processes and integrate their various software tools to achieve more efficient workflow management. ProsperWorks (now Copper CRM), Zapier, and Gravity Forms are three powerful tools that, when linked together, can automate actions and save you valuable time. This article serves as your go-to guide on integrating ProsperWorks with Zapier and Gravity Forms, ensuring a smooth data flow between your CRM and forms.

Step 1: Setting up ProsperWorks and Gravity Forms

Before initiating the integration, make sure you have an active account with ProsperWorks and that you have installed Gravity Forms on your WordPress site. Ensure your ProsperWorks account has API access and that you have created the forms you wish to integrate on your site with Gravity Forms.

Step 2: Connecting with Zapier

Zapier acts as a bridge between Gravity Forms and ProsperWorks. To begin, you'll need to create a Zapier account if you don’t already have one. Once logged in, click on 'Make a Zap’ to start a new Zap.

Step 3: Configuring the Gravity Forms Trigger

A 'Trigger' is an event in an app that starts the Zap. So, for this integration, your trigger will be a new submission on Gravity Forms. Choose Gravity Forms as the trigger app and select 'New Form Submission' as the trigger event. Zapier will then ask you to connect your WordPress site by entering your admin URL, username, and password.

Step 4: Setting up the ProsperWorks (Copper) Action

The 'Action' is what you want to happen in the second app (ProsperWorks) when the trigger event occurs. Select ProsperWorks as the action app and choose the event you desire (e.g., Create Lead, Add Activity). Then, connect your ProsperWorks account by signing in and granting Zapier permissions.

Step 5: Mapping Fields from Gravity Forms to ProsperWorks

After setting up the trigger and action, you'll map fields from your form to corresponding fields in your ProsperWorks account. Match the data you wish to send from each form field to the related field in ProsperWorks, such as lead name, email, phone number, etc.

Step 6: Testing and Activating Your Zap

It's important to test your Zap to ensure that the data transfers correctly between Gravity Forms and ProsperWorks. Once you’re satisfied with the results, activate the Zap, and you'll have a seamless integration running in the background.

Conclusion

By successfully integrating ProsperWorks with Zapier and Gravity Forms, you can automate data entry, improve efficiency, and get a unified view of your customer interactions. If you encounter any issues during the process or have other integration needs, remember that our support team is always here to assist you.