1.Monitor new form submission
Integrate Gravity Forms and form parsing tools to map submission fields to CRM intake data.
Create lead and opportunity from meeting form submissions
Automatically detect new meeting form submissions across Gravity Forms and build CRM intake across Salesforce, Google Sheets, and Formatter by Zapier. Create and update accounts, contacts, cases, and opportunities when submissions arrive, so you can assign owners, schedule follow-ups, and log meeting details without manual reporting.
How this automation creates CRM-ready leads
When new meeting submissions arrive, slow handoffs can leave opportunities unowned and follow-ups missed. This automation captures form data, normalizes locations, then finds or creates CRM records and schedules tasks and follow-upsβso your team can act fast.
Gravity Formsor swap with your favorite app
2.Normalizes submitted location text
Integrate Formatter by Zapier and text processing tools to normalize the submitted location for routing.
Formatter by Zapieror swap with your favorite app
3.Looks up location assignment
Integrate Google Sheets and lookup tables to retrieve the assigned owner and site reference for routing.
Google Sheetsor swap with your favorite app
4.Finds or creates account and contact
Integrate Salesforce and CRM data tools to find or create Account and Contact records for each submission.
Salesforceor swap with your favorite app
5.Creates case and opportunity
Integrate Salesforce and CRM object creation tools to create a Case and linked Opportunity with meeting details.
6.Creates initial task for owner
Integrate Salesforce and task tracking tools to create a Task assigned to the mapped owner.
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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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