1.Monitor new form submission
Integrate Gravity Forms and form capture tools to detect submissions and pass the payload to the workflow.
Create CRM lead from website inquiry form submissions
Automatically detect new form submissions across Gravity Forms and route lead data through Salesforce and Email by Zapier. Create and update CRM leads when submissions include email, phone, and campaign detailsβso you can deduplicate contacts, notify owners, and speed up follow-up without manual follow-up.
How this automation creates CRM leads from inquiries
When website inquiry submissions arrive, delayed follow-up can cause missed opportunities. This automation extracts lead details, finds or creates CRM records, and notifies ownersβso your team can respond same day.
Gravity Formsor swap with your favorite app
2.Extract and normalize contact fields
Integrate Formatter by Zapier and data transformation tools to normalize email and phone values for lead lookups.
Formatter by Zapieror swap with your favorite app
3.Find account and stop if matched
Integrate Salesforce and CRM lookup tools to find an Account by email and trigger an owner notification.
Salesforceor swap with your favorite app
4.Find lead or create new record
Integrate Salesforce and CRM record tools to search Lead by email and create a new Lead when none exist.
5.Notify owners with record link
Integrate Email by Zapier and routing tools to send a submission summary and include the CRM record link.
Email by Zapieror swap with your favorite app
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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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