doBoard Add-On for Gravity Forms
Turn submissions into tasks with doBoard Automatically create and assign tasks in doBoard from Gravity Forms entries — perfect for teams managing sales, support, or content workflows.
doBoard Add-On for Gravity Forms
All-in-One Task & CRM Solution
Transform every Gravity Forms submission into an actionable task in doBoard. From managing leads to tracking support requests, the doBoard Add-On helps you organize all incoming data and keep your projects on track.
Seamless Integration
Automatically send new form data directly to your doBoard workspace where you can manage tasks, contacts, and projects. Perfect for teams that want to simplify data management, improve contact tracking, and keep everything in one place.
Contact Management & CRM Features
Use doBoard as a lightweight CRM:
– Capture leads and convert them into tasks.
– Assign contacts to projects for user segmentation.
– Track progress, engagement, and interactions through task history.
– Support both sales and customer service teams with a single workflow.
– Marketing Automation & Business Growth
– Automate follow-ups and internal processes by creating tasks from form submissions.
– Build workflows that support sales, marketing automation, and service management without needing a complex CRM system.
Key Benefits
– Streamlined contact management
– Centralized data management across forms and projects
– Simple product management and task tracking
– Enhanced business support and collaboration
– Lightweight alternative to traditional CRM tools