1.Captures new form submission
Integrate Gravity Forms, form handling tools, and submission data capture to parse submission details to qualify new CRM leads.
Create CRM lead and add to event campaign
Automatically capture new form submissions across Gravity Forms and Salesforce. Create and update when form submission arrives, opt in is selected, or UTM tags appearβso you can find contacts, update leads with metadata, and add records to an event campaign without manual CRM entry.
How this automation boosts your event campaign leads
When form submissions pile up, leads can go stale and campaign attribution breaks. This automation captures new submissions and creates or updates Salesforce records and adds them to the configured event campaignβso your team can act quickly on fresh intent.
Gravity Formsor swap with your favorite app
2.Finds contact by email
Integrate Salesforce, CRM lookup tools, and email matching to find contacts using the submission email to locate existing records.
Salesforceor swap with your favorite app
3.Updates contact and adds to campaign
Integrate Salesforce and CRM update tools to update the contact and add it to the configured event campaign using submission metadata.
4.Finds and updates lead when needed
Integrate Salesforce, CRM lookup tools, and lead data updates to find a lead by submission email and add metadata to records.
5.Routes lead assignment
Integrate Zapier Lead Router, routing rules, and assignment logic to route owner assignment using the mapped router result from the submission.
Zapier Lead Routeror swap with your favorite app
6.Creates lead and adds to campaign
Integrate Salesforce, CRM creation tools, and campaign membership actions to create a lead with mapped fields and add it to the event campaign.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
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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