1.Captures new form submission
Integrate Gravity Forms and data mapping tools to capture contact name, phone, email, and lead received time.
Create CRM lead from claim intake form submissions
Automatically capture new claim intake form submissions across Gravity Forms and Google Sheets. Create and update CRM leads across Salesforce and notify your team in Google Chatβso you can classify source and campaign context, standardize state fields, and respond to each submission without manual follow-up.
How this automation creates qualified CRM leads
When claim intake submissions arrive, delays can slow follow-up and create lost opportunities. This automation captures submissions, classifies source context, standardizes state data, creates Salesforce leads, and posts summaries to Google Chatβso your team can respond fast.
Gravity Formsor swap with your favorite app
2.Normalizes source and notes
Integrate Code by Zapier and enrichment logic to classify source, medium, campaign, and assemble lead notes.
Code by Zapieror swap with your favorite app
3.Looks up state code row
Integrate Google Sheets and reference data to map submitted state to standardized state name and abbreviation.
Google Sheetsor swap with your favorite app
4.Creates lead in Salesforce
Integrate Salesforce and CRM tools to create a lead record and map contact, address, and normalized UTM fields.
Salesforceor swap with your favorite app
5.Posts lead summary message
Integrate Google Chat and notifications to post a concise lead summary with source context and the new record ID.
Google Chator swap with your favorite app
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.
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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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