1.Captures new form submission
Integrate Gravity Forms and form workflow tools to trigger contact capture for new signup entries.
Add fundraising form signups to donor CRM list
Automatically capture new fundraising form submissions across Gravity Forms and Keap. Create and update when new signup email arrives, opt in selected, or form submissions are receivedβso you can add contacts, update donor records, and notify the campaign manager without manual list updates.
How this automation accelerates your donor follow-up
When fundraising form signups arrive and donor data stays scattered, follow up slows and opportunities are missed. This automation captures each Gravity Forms submission, creates or updates contacts in Keap and your donor sheet, and emails the campaign manager with the detailsβso your team can act fast.
Gravity Formsor swap with your favorite app
2.Creates or updates contact
Integrate Keap and marketing tags to create or update donor contacts and set opt in to true.
Keapor swap with your favorite app
3.Updates or creates donor row
Integrate Google Sheets and spreadsheet mapping to find or create donor rows and record entry date and details.
Google Sheetsor swap with your favorite app
4.Sends signup notification email
Integrate Gmail and email delivery tools to notify the campaign manager with a new signup summary and record link.
Gmailor swap with your favorite app
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Strengthen donor relationships with automated record updates, gift tracking, and follow-up outreach
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.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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