- CRM Automation
- CRM Data Management
- Form-to-CRM automation
Capture and store data from form submissions into a crm system
Automatically routing form submissions into your customer relationship system streamlines lead capture and ensures no inquiry slips through the cracks. By automating data transfer, you eliminate manual entry errors, accelerate response times, and maintain a unified, up-to-date contact database. This seamless workflow lets you focus on nurturing relationships rather than wrestling with repetitive tasks.
Filter by common apps:
Gravity Forms
Formatter by Zapier
Microsoft Dynamics 365 CRM
Jotform
Google Sheets
Keap
Typeform
LeadConnector
Webhooks by Zapier
HubSpot
Microsoft OneNote
Salesforce
Tally
Sub-Zap by Zapier
Code by Zapier
Bigin by Zoho CRM
LearnDash
- Create a new CRM record in Microsoft Dynamics 365 from Gravity Forms submission, and format text data
- Capture form submissions in Jotform, add rows in Google Sheets, and update contacts in Keap
Capture form submissions in Jotform, add rows in Google Sheets, and update contacts in Keap
- Collect loan application data from Typeform, update contact in LeadConnector, and send details via Webhooks
Collect loan application data from Typeform, update contact in LeadConnector, and send details via Webhooks
- Capture consultation requests from Gravity Forms, transform consent data, and create submission in HubSpot
Capture consultation requests from Gravity Forms, transform consent data, and create submission in HubSpot
- Create and link notes in Salesforce from new OneNote notes, format text, and find records
Create and link notes in Salesforce from new OneNote notes, format text, and find records
- Process new Tally form submissions, extract data, and send updates to CRM
Process new Tally form submissions, extract data, and send updates to CRM
- Create company, contact, and pipeline record in Bigin by Zoho CRM from Jotform submission
Create company, contact, and pipeline record in Bigin by Zoho CRM from Jotform submission
- Create course record in Salesforce when user enrolls in LearnDash course
Create course record in Salesforce when user enrolls in LearnDash course
- Process form submissions from Gravity Forms, format data, and update client records in Salesforce
Process form submissions from Gravity Forms, format data, and update client records in Salesforce
