1.Detect new form submission
Integrate Gravity Forms and form submission tools to capture new signups to route into CRM lead creation.
Add form signups to CRM as leads and notes
Automatically monitor new form submissions across Gravity Forms and Bullhorn CRM. Create and update when submissions get captured or contacts match or leads are missingβso you can normalize fields, add intake notes, and create leads without manual data entry.
How this automation captures qualified signups
When new form submissions go unlogged, leads lose context and reps spend time re-entering details. This automation normalizes fields and checks contacts and creates CRM notes or leadsβso your team can follow up faster.
Gravity Formsor swap with your favorite app
2.Normalize submission fields
Integrate Formatter by Zapier and data formatting to normalize phone and email values for lead and note mapping.
Formatter by Zapieror swap with your favorite app
3.Find contact by email
Integrate Bullhorn CRM and CRM search to look up a contact by primary email and decide match vs no match.
Bullhorn CRMor swap with your favorite app
4.Create activity note for match
Integrate Bullhorn CRM and CRM notes to create a timestamped activity note for the matched contact.
5.Create lead for no match
Integrate Bullhorn CRM and CRM lead capture to create a lead when no contact is found and attach the intake note.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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