1.Detect new form submission
Integrate Gravity Forms and form builders to capture each inquiry as a CRM lead.
Create CRM lead and send targeted student reply
Automatically capture new form submissions across Gravity Forms, Microsoft Dynamics 365 CRM, AI by Zapier, and Microsoft Outlook. Get instant student replies and log campaign response when scholarship intent is detected, submissions come in, or qualified email flags are trueβso you can create CRM leads, send targeted replies, and record attribution without manual follow-up.
How this automation creates CRM leads from inquiries
When new form submissions arrive, unanswered student intent can stall lead capture and weaken campaign attribution. This automation creates a CRM lead, classifies scholarship intent, sends a targeted reply, and logs campaign response dataβso your team can follow up at the right moment.
Gravity Formsor swap with your favorite app
2.Creates lead in CRM
Integrate Microsoft Dynamics 365 CRM and CRM workflows to create a lead with mapped source and attribution.
Microsoft Dynamics 365 CRMor swap with your favorite app
3.Classifies scholarship intent
Integrate AI by Zapier and AI routing tools to classify message intent and return a qualification flag.
AI by Zapieror swap with your favorite app
4.Sends qualified student reply
Integrate Microsoft Outlook and email templates to send a templated reply only when the AI flag is true.
Microsoft Outlookor swap with your favorite app
5.Updates lead and logs response
Integrate Microsoft Dynamics 365 CRM and reporting systems to update the lead and create a campaign response record.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: WooCommerce, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add 2026 purchaser contacts to candidate outreach list
Your 2026 order updates lack a central contact record, leaving candidate emails scattered and outreach inconsistent. Centralize billing contacts so campaign managers can start outreach same day.
- Apps: WPForms, Formatter by Zapier, Microsoft Excel, Google SheetsSwap with your favorite apps.
Add 30-day trial signups to revenue and tracker sheets
Your 30-day trial signups arenβt recorded in revenue sheets, causing manual entry delays and missed outreach. It adds submissions to your revenue and lead trackers so reps can follow up same day.
- Apps: Webhooks by Zapier, Code by Zapier, HubSpotSwap with your favorite apps.
Add 5-day challenge opt-ins to your marketing database
Your challenge signups miss timestamps and field mapping, delaying onboarding and hindering segmentation. Record each signup with contact info and a unix timestamp so campaign managers can act same day.
- Apps: Webhooks by Zapier, Delay by Zapier, HubSpot, Filter by ZapierSwap with your favorite apps.
Add abandoned application emails to your lead list
Your abandoned account applications miss follow-up, letting qualified IRA prospects go cold. Capture emails into your lead list so campaign managers can start outreach same day.
- Apps: Webhooks by ZapierSwap with your favorite apps.
Add abandoned cart contacts to configured lead list
Your abandoned cart contacts aren't added to your lead list, leaving campaign managers without outreach-ready prospects. Keep them ready for recovery campaigns within minutes.
- Apps: ClickFunnels Classic, Delay by Zapier, Filter by Zapier, AirtableSwap with your favorite apps.
Add abandoned cart contacts to your tracking list
Your funnel drop-offs go untracked, leaving cart abandoners uncontacted. Add and segment those contacts into your cart-abandoners table so campaign managers can follow up same day.
- Apps: Webhooks by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add abandoned cart leads to central tracking sheet
Your abandoned cart leads arrive unstandardized and scattered, delaying outreach and donor recovery. It centralizes each submission with a timestamp so outreach can start same day.
- Apps: Webhooks by Zapier, MarketoSwap with your favorite apps.
Add abandoned checkout leads to marketing contacts list
Your checkout-start registrations create partial leads that sit unprocessed, delaying enrollment outreach. It adds those contacts to your marketing database so you can start recovery within minutes.
- Apps: Webhooks by ZapierSwap with your favorite apps.
Add abandoned checkout leads to nurture list quickly
Your abandoned checkout records arrive untracked, causing missed follow-ups and delayed nurture. Capture and push them into your campaign list so managers can start outreach same day.
- Apps: Webhooks by Zapier, Formatter by ZapierSwap with your favorite apps.
Add abandoned checkout leads to your campaign instantly
Abandoned checkout submissions lack structured contact data, leaving campaign lists incomplete and delaying outreach. Add and route those contacts for follow-up so marketing can reach prospects within minutes.
- Apps: Zoho Forms, Zapier Tables, Delay by Zapier, Email by Zapier, Amazon SESSwap with your favorite apps.
Add abandoned payment form entries to lead list
Your abandoned payment form submissions go untracked, stalling recovery outreach. This records submissions into your lead table and queues contacts for same-day recovery outreach.
- Apps: immedio Box, Google SheetsSwap with your favorite apps.
Add abandoned video viewers to a central tracking sheet
Your video viewers abandon playback without being captured, leaving campaign managers without follow-up context. Record and surface those viewers to the team so they can prioritize outreach same day.
- View all
Explore all lead generation automations
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.