• Resolved andres01pkd

    (@andres01pkd)


    I am setting up Jetpack CRM and I am having problems when I have to automate the form with Gravity Forms and have the data generate a quote from the customer in JetPack CRM.

    I would also like to know how to automate from the Gravity Forms form to create a company profile within the Companies section.

    Is it possible from the Gravity Forms form to create the customer and company profile at the same time, or do I have to do it manually?

    Could you help me? Do you know any tutorial, explanatory videos or websites to be able to learn it and apply it to customers.

    Thank you very much.

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