1.Capture new form submission
Integrate Gravity Forms and CRM field mapping tools to capture submission details and map donor fields to your CRM structure.
Create donation record and update contact in CRM
Automatically capture new form submissions across Gravity Forms and Salesforce. Create and update donation records when donations are submitted or household details appear or fund selections changeβso you can normalize donor fields, update contacts, and record giving without manual data entry.
How this automation creates donor records in seconds
When new form submissions come in, delayed contact and donation updates can slow acknowledgments. This automation normalizes fund and state values, upserts contacts, and creates donation recordsβso your team can keep giving data consistent.
Gravity Formsor swap with your favorite app
2.Lookup and normalize state and fund
Integrate Formatter by Zapier and lookup tables to convert state names to codes and map the donation fund to campaign identifiers.
Formatter by Zapieror swap with your favorite app
3.Find or create Salesforce contact
Integrate Salesforce and customer record workflows to search by email, update phone and address, or create a new contact.
Salesforceor swap with your favorite app
4.Conditional household member check
Integrate Filter by Zapier and qualification rules to continue only when qualifying household details are present.
Filter by Zapieror swap with your favorite app
5.Create opportunity donation record
Integrate Salesforce and donation record workflows to create the linked donation or opportunity with mapped amounts and dates.
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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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