1.Triggers on new form submission
Integrate Gravity Forms and web form tools to catch sidebar submissions and to trigger lead creation.
Create CRM lead from every sidebar form submission
Automatically monitor new form submissions across Gravity Forms, Formatter by Zapier, and Salesforce. Create and update when sidebar form submitted, email present, or region value providedβso you can create CRM leads, normalize region fields, and standardize canopy size without manual lead entry.
How this automation creates clean CRM leads
When a sidebar form submission happens, leads can get delayed or entered with inconsistent details. This automation normalizes region and cleans canopy data, then finds or creates Salesforce lead recordsβso your team can follow up fast and accurately.
Gravity Formsor swap with your favorite app
2.Normalizes region field
Integrate Formatter by Zapier and data transformation tools to normalize region text to CRM-ready region values.
Formatter by Zapieror swap with your favorite app
3.Cleans canopy size field
Integrate Formatter by Zapier and data transformation tools to clean canopy and size into a concise field format.
4.Finds or creates lead
Integrate Salesforce and CRM lead fields to find by email or create a new lead with mapped values.
Salesforceor 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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