1.Detect new form submission
Integrate Gravity Forms and form mapping to pull submission payload and map core source fields to CRM-ready inputs.
Create CRM lead and log web inquiry from footer form
Automatically monitor footer form submissions across Gravity Forms and Zoho CRM. Create CRM lead records and log web inquiries in Google Sheets when new entries arrive, opt-in responses change, or campaign parameters include gclidβso you can capture leads, track consent, and review submissions without manual follow-up.
How this automation turns web inquiries into CRM leads
When footer form submissions arrive without consistent CRM capture, inquiries can get missed or delayed. This automation pulls submission data, normalizes opt-in consent, creates CRM lead records, and logs every inquiry in Google Sheetsβso your team can respond faster.
Gravity Formsor swap with your favorite app
2.Lookup and normalize opt-in
Integrate Formatter by Zapier and data standardization to transform opt-in response into a boolean consent value.
Formatter by Zapieror swap with your favorite app
3.Create CRM lead record
Integrate Zoho CRM and lead management to map fields, set lead source to Website, and create a Lead Status of Open.
Zoho CRMor swap with your favorite app
4.Log inquiry in worksheet
Integrate Google Sheets and reporting tables to create a spreadsheet row for manual review with mapped source fields.
Google Sheetsor swap with your favorite app
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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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