1.Captures new form submissions
Integrate Gravity Forms and form intake fields to capture submissions and attachment details for mapping into CRM records.
Create CRM campaign and add lead record from forms
Automatically capture new form submissions across Gravity Forms and Zoho CRM. Create and update campaign-linked leads and contacts when new submissions submitted, attachments added, or contact details enteredβso you can upsert campaigns, match contacts, and create leads without manual pipeline updates.
How this automation links form leads to campaigns
When new form submissions arrive, delays can break follow-up and leave campaign context behind. This automation upserts campaigns and updates or creates CRM recordsβso your team can follow up with the right lead and campaign details.
Gravity Formsor swap with your favorite app
2.Upserts campaign by attachments
Integrate Zoho CRM and campaign mapping to upsert a campaign using attachment title, identifier, and language.
Zoho CRMor swap with your favorite app
3.Finds contact by email
Integrate Zoho CRM and contact lookup to search Contacts by email and return match status and contact id.
4.Branches on contact found status
Integrate Filter by Zapier and automation routing to branch based on whether the contact match is found.
Filter by Zapieror swap with your favorite app
5.Updates matched contact with campaign
Integrate Zoho CRM and contact fields to update the existing contact and set the campaign id into an automation campaign id field.
6.Creates a lead when unmatched
Integrate Zoho CRM and lead fields to create a lead, assign the configured owner, and set the campaign id into an automation campaign id field.
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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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