1.Captures new form submission
Integrate Gravity Forms and form submission mapping to capture payload and map name, email, phone, and program fields to lead inputs.
Create CRM lead from website course inquiry
Automatically capture new Gravity Forms submissions across Gravity Forms and Salesforce. Create and qualify CRM leads when form submissions arrive, program interest matches, or contact fields populateβso you can filter, format, and create leads without manual lead entry.
How this automation creates qualified CRM leads from website forms
When new form submissions arrive, leads can stall and admissions follow-up gets delayed. This automation captures fields, filters qualifying program interest, and creates Salesforce leadsβso your team can respond to intent quickly.
Gravity Formsor swap with your favorite app
2.Filters qualifying program interest
Integrate Filter by Zapier to evaluate the program selection and continue only for admissions leads that match criteria.
Filter by Zapieror swap with your favorite app
3.Combines program selections
Integrate Formatter by Zapier and data transformation tools to merge class or program selections into one interest field.
Formatter by Zapieror swap with your favorite app
4.Creates CRM lead and assigns owner
Integrate Salesforce and CRM lead routing tools to create a lead, set Lead Source and status, and assign the mapped owner.
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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