1.Detect new form submission
Integrate Gravity Forms and intake form processing to detect new submission data to create or update contact records.
Add or update donor contacts from intake form
Automatically watch new intake form submissions across Gravity Forms and Salesforce. Create and update donor contact records when submission emails are present or membership details arrive or a match is foundβso you can set membership flags, fill CRM fields, and capture notes without manual contact entry.
How this automation updates your donor records
When intake form submissions keep arriving without a timely CRM update, donor records stay incomplete and development misses follow-through. This automation uses Salesforce lookup branching to update or create contact records and set membership flags automaticallyβso your team can act on signals fast.
Gravity Formsor swap with your favorite app
2.Find contact by email
Integrate Salesforce and CRM lookup to search for an existing contact by the submitted email to determine the match.
Salesforceor swap with your favorite app
3.Branch on search result
Integrate Paths by Zapier and workflow branching to route to the found or not found path based on the lookup outcome.
Paths by Zapieror swap with your favorite app
4.Update contact for found match
Integrate Salesforce and CRM updates to update contact fields and set the membership flag true for existing donors.
5.Create contact for no match
Integrate Salesforce and CRM record creation to create a new contact with submission fields and set membership flag true.
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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.
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