1.Detect new form submission
Integrate Gravity Forms and form workflow tools to catch new donation submissions and create a qualifying input event.
Create donor records and gift entries in CRM
Automatically detect new donation form submissions across Gravity Forms and Zapier tools. Create donor records and gift entries across your CRM and email notifications when qualifying submissions, mapped dates, and donation details arriveβso you can create contacts, record gifts, and alert stewardship without manual CRM entry.
How this automation creates donor records and gift entries
When donation form submissions hit your inbox, delays can stall thank you follow-up. This automation filters qualifying entries, formats dates, creates or updates CRM contacts and donation opportunities, and sends stewardship notificationsβso your team can respond faster.
Gravity Formsor swap with your favorite app
2.Filters qualifying donation records
Integrate Filter by Zapier and rule builders to continue only for qualifying donation types and stop irrelevant entries.
Filter by Zapieror swap with your favorite app
3.Formats submission date field
Integrate Formatter by Zapier and date tools to map submission date into CRM-ready formatted close dates.
Formatter by Zapieror swap with your favorite app
4.Finds or creates contact
Integrate Salesforce and contact matching tools to match by email, update contact details, or create a new donor record.
Salesforceor swap with your favorite app
5.Creates donation opportunity
Integrate Salesforce and CRM record tools to create a donation opportunity with amount, close date, and contact association.
6.Sends stewardship notification
Integrate Email by Zapier and donor outreach tools to notify stewardship with a summary and CRM record link.
Email by Zapieror 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.
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