1.New form submission
Integrate Gravity Forms, form capture tools, and workflow triggers to detect upgrade form submissions and start lead creation.
Create leads from upgrade form submissions to CRM
Automatically monitor new Gravity Forms upgrade form submissions across Gravity Forms, Intercom, Formatter by Zapier, and Zoho CRM. Create and update when form submission arrives, email matches an Intercom user, or country code resolves a region ownerβso you can enrich leads, assign owners, and set lead source without manual data entry.
How this automation enriches CRM leads from upgrades
When new Gravity Forms form submissions arrive, leads can go untracked while owners and fields get handled manually. This automation finds users, extracts and normalizes details, and creates or updates leads in Zoho CRMβso your team can follow up while intent is fresh.
Gravity Formsor swap with your favorite app
2.Find user by email
Integrate Intercom, identity lookup tools, and CRM context to search for the user record by mapped email and enrich lead data.
Intercomor swap with your favorite app
3.Extract and normalize values
Integrate Formatter by Zapier and data extraction tools to transform form inputs into clean names and country codes.
Formatter by Zapieror swap with your favorite app
4.Find region entry
Integrate Zoho CRM and CRM modules to resolve the correct region entry from the extracted country code for owner lookup.
Zoho CRMor swap with your favorite app
5.Create or update lead
Integrate Zoho CRM and lead management tools to create or update the lead, assign the owner, and set lead source.
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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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