1.Captures new form submissions
Integrate Gravity Forms and form fields mapping to capture submission values and route leads from each homepage contact entry.
Create CRM deal from homepage contact submissions instantly
Automatically capture new homepage contact form submissions across Gravity Forms, Code by Zapier, and Microsoft Dynamics 365 CRM. Create and update when new entry arrives, email is submitted, or utm fields are presentβso you can create CRM leads, set lead sources, and assign owners without manual data entry.
How this automation accelerates your lead follow-up
When new contact form entries arrive, slow handoffs can stall sales outreach. This automation monitors form submissions and creates CRM leads and assigns ownership instantlyβso your team can respond faster.
Gravity Formsor swap with your favorite app
2.Buckets traffic source and ad group
Integrate Code by Zapier and referral parsing tools to bucket source, extract ad-group values, and map utm inputs.
Code by Zapieror swap with your favorite app
3.Creates lead and assigns owner
Integrate Microsoft Dynamics 365 CRM and CRM routing rules to create a lead record, set attribution fields, and assign the owner.
Microsoft Dynamics 365 CRMor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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.
See how teams are automating with Zapier (and loving it!)
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Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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