1.Captures new form submission
Integrate Gravity Forms and form submission tools to capture the submission and map key fields to variables.
Add interest form submissions to CRM lead records
Automatically capture new interest form submissions across Gravity Forms and Salesforce. Create and update CRM lead records when submissions include opt-in data, state fields are standardized, or email matchesβso you can protect attribution, speed outreach, and reduce manual lead entry.
How this automation builds CRM lead records
When interest form submissions require manual entry, leads get delayed and reporting loses accuracy. This automation normalizes fields, finds or creates Salesforce person records, and links contact requestsβso your team can act immediately.
Gravity Formsor swap with your favorite app
2.Normalizes opt-in and phone fields
Integrate Formatter by Zapier, data cleaning tools, and reporting systems to normalize opt in values and standardize phone formatting.
Formatter by Zapieror swap with your favorite app
3.Finds standardized state code
Integrate Zapier Tables and data lookup tools to search the state abbreviation table and return standard state codes.
Zapier Tablesor swap with your favorite app
4.Finds or creates person record
Integrate Salesforce and CRM workflows to find by email and then update or create person records with mapped fields.
Salesforceor swap with your favorite app
5.Creates linked contact request
Integrate Salesforce and CRM workflows to link a contact request to the person and set status and channel.
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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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