1.Capture new form submission
Integrate Gravity Forms, form fields, and data normalization to capture submission data and route it to Salesforce lead fields.
Create or update lead from contact form submissions
Automatically capture new form submissions across Gravity Forms and Salesforce. Create or update lead records when form submission comes in, contact info arrives, or messages include interestβso you can create leads, update matches, and apply assignment rules without manual follow-up.
How this automation accelerates lead qualification
When new form submissions arrive, leads can stall without immediate CRM records. This automation captures submission data, finds existing leads, and creates or updates Salesforce leadsβso your team can qualify faster.
Gravity Formsor swap with your favorite app
2.Find lead by email
Integrate Salesforce and CRM lookup tools to find Leads by email and return the matching lead ID when available.
Salesforceor swap with your favorite app
3.Create lead on no match
Integrate Paths by Zapier and Salesforce lead creation to create new Leads with Web lead source and Open status.
Paths by Zapieror swap with your favorite app
4.Update lead on match
Integrate Paths by Zapier and Salesforce lead update to map submission fields to the matched lead and set status to Open.
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Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Explore all lead generation automations
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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