1.Captures new form submission
Integrate Gravity Forms and form capture tools to pass submission fields into your automation for lead intake.
Create CRM lead from free access form submissions
Automatically capture new Gravity Forms entries and route them into Follow Up Boss across lead generation tools. Create and update when submissions arrive, email fields capture, or intent signals appearβso you can create contacts, update details, and log inquiries without manual lead entry.
How this automation creates CRM leads faster
When free access form submissions land in Gravity Forms, delayed follow-up can mean missed opportunities. This automation captures each submission, creates or updates people, and logs inquiry events with routing tagsβso your team can act quickly.
Gravity Formsor swap with your favorite app
2.Creates or updates person record
Integrate Follow Up Boss and contact management to match by email and update contact fields for outreach readiness.
Follow Up Bossor swap with your favorite app
3.Sends inquiry event to CRM
Integrate Follow Up Boss and CRM event tracking to create an inquiry event and apply Lead stage and routing tags.
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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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