1.Captures new form submission
Integrate Gravity Forms, form field mapping tools, and CRM field templates to map submission data and consent details for campaign updates.
Add or update campaign attendance from event form
Automatically capture event form submissions across Gravity Forms and Salesforce. Create and update campaign membership when form submission received, attendance option selected, or consent flag capturedβso you can update contacts, set attendance status, and record consent without manual data entry.
How this automation updates your event attendance records
When new event form submissions arrive, delays can cause missing attendance status and inaccurate follow-up. This automation captures form submissions and enriches CRM contacts and campaign membersβso your team can keep confirmations and reporting consistent.
Gravity Formsor swap with your favorite app
2.Finds or creates contact
Integrate Salesforce, CRM contact matching tools, and identity fields to search by email and upsert contact records.
Salesforceor swap with your favorite app
3.Branches attendance and consent
Integrate Paths by Zapier, routing logic tools, and consent rules to send attending and non-attending responses down the right path.
Paths by Zapieror swap with your favorite app
4.Updates campaign member record
Integrate Salesforce, CRM membership fields, and reporting attributes to create or update campaign membership status and consent flags.
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Simplify attendee signups with automated form capture, registration routing, and confirmation follow-up
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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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