1.Receives new form submission
Integrate Gravity Forms and form capture tools to capture submission values to centralize event signup data.
Create event leads from form submissions for nurture
Automatically monitor new form submissions across Gravity Forms, Microsoft Excel, Filter by Zapier, and Salesforce. Create and update when new submissions arrive, course interest is selected, or consent flags are setβso you can log worksheet rows, create Salesforce leads, and exclude internal students without manual data entry.
How this automation creates qualified event leads
When new form submissions arrive, delayed lead creation can stall event nurture and compliant outreach. This automation captures submission values, logs them in a worksheet, and creates Salesforce leads for qualified course interestβso your team can respond faster.
Gravity Formsor swap with your favorite app
2.Adds submission row to Excel
Integrate Microsoft Excel and spreadsheet tools to map fields and log each submission row to track event signups.
Microsoft Excelor swap with your favorite app
3.Checks course interest and eligibility
Integrate Filter by Zapier and conditional logic tools to continue only when course interest is indicated and internal students are excluded.
Filter by Zapieror swap with your favorite app
4.Finds existing related record
Integrate Salesforce and CRM lookup tools to search by email and source reference and avoid duplicate lead records.
Salesforceor swap with your favorite app
5.Creates new Salesforce lead
Integrate Salesforce and CRM lead forms to map consent and source fields and create leads when no record exists.
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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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