1.New form submission triggers
Integrate Gravity Forms and form submission tools to detect each submission and trigger lead processing.
Create CRM lead and note from form submission
Automatically monitor new form submissions across Gravity Forms and Bullhorn CRM. Create and update when submission email matches or does not matchβso you can find contacts, create activity notes, and build new leads without manual lead capture.
How this automation grows your inbound leads
When new form submissions happen, missed follow-up slows nurture and wastes campaign effort. This automation finds contacts and creates leads and activity notesβso your team can respond with the right context.
Gravity Formsor swap with your favorite app
2.Find contact by email
Integrate Bullhorn CRM and CRM lookup tools to find an existing contact and match by email.
Bullhorn CRMor swap with your favorite app
3.Create activity note on match
Integrate Bullhorn CRM and activity note tools to create a sourced activity note for the matched contact.
4.Create lead and note on no match
Integrate Bullhorn CRM and CRM record tools to create a lead and attach the same activity note when no match is found.
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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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