1.Captures new form submission
Integrate Gravity Forms and form field mapping tools to capture submission payloads and map donor details to source fields for CRM use.
Update donor contact records from donation form submissions
Automatically capture new form submissions across Gravity Forms, Delay by Zapier, and Salesforce. Create and update when donation emails, donor names, or mailing addresses appearβso you can find contacts, update giving fields, and flag mismatches without manual data entry.
How this automation updates donor records
When new form submissions arrive, incomplete donor profiles can delay follow-up and reduce fundraising momentum. This automation captures donation details and maps fields, then it finds or creates contacts and updates CRM recordsβso your team can act on accurate profiles.
Gravity Formsor swap with your favorite app
2.Pauses before Salesforce lookup
Integrate Delay by Zapier and workflow timing controls to pause for 3 minutes, reducing race conditions before CRM searching.
Delay by Zapieror swap with your favorite app
3.Finds or creates contact by email
Integrate Salesforce and CRM lookup tools to find a contact by email, create it if missing, and map core fields.
Salesforceor swap with your favorite app
4.Updates contact with donation fields
Integrate Salesforce and CRM enrichment workflows to update giving fields and notes, and flag name or address differences for review.
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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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