1.Monitor new form submissions
Integrate Gravity Forms and form routing tools to detect new signup submissions and to trigger lead capture workflows.
Add school signups to contact records and activities
Automatically capture school signup submissions across Gravity Forms and keep records in Ortto. Create and update when form submissions complete and contacts match or activities need loggingβso you can link organizations, create people, and record enrollment activities without manual data entry.
How this automation accelerates enrollment follow-up
When new school signups arrive as Gravity Forms submissions, delays can leave enrollment teams reacting too late. This automation finds or creates organizations and people and logs form-completed activity recordsβso your team can act immediately.
Gravity Formsor swap with your favorite app
2.Find or create organization
Integrate Ortto and CRM data tools to find or create the organization by school name and to link records using an organization id.
Orttoor swap with your favorite app
3.Find or create person
Integrate Ortto and contact data tools to match people by email and to create or update person records with phone and name.
4.Create activity
Integrate Ortto and activity tracking tools to create a form-completed activity linked to the person and to capture key submission details.
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Explore all student enrollment management automations
Accelerate student enrollment with automated application routing, record updates, and enrollment confirmations
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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