1.Captures new trial form submission
Integrate Gravity Forms and form builders to capture each trial entry and form metadata for the specified trial form.
Create a qualified lead from trial form submissions
Automatically monitor trial form submissions across Gravity Forms. Create and update qualified CRM leads when entry matches your Salesforce rules or no match is foundβso you can prevent duplicates, capture consent details, and assign owners without manual data entry.
How this automation creates qualified CRM leads
When trial form entries come in without a clean lead record, outreach gets delayed and duplicates increase. This automation captures submissions and metadata, finds matching leads, and creates or updates Salesforce leadsβso your team can start admissions outreach faster.
Gravity Formsor swap with your favorite app
2.Finds lead by submitted email
Integrate Salesforce and CRM search tools to look up an existing contact using the submitter email to avoid duplicates.
Salesforceor swap with your favorite app
3.Creates lead with consent and interests
Integrate Salesforce and CRM assignment rules to create a new lead, map fields, and enable owner assignment when no match is found.
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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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