1.Captures new form submission
Integrate Gravity Forms and form parsing tools to capture submission payload and map name, email, phone, date, state, and source fields.
Create or update person records from interest form
Automatically capture new interest form submissions across Gravity Forms, Formatter by Zapier, Zapier Tables, and Salesforce. Create and update when email is submitted, opt-in text changes, or state mapping is neededβso you can refresh person fields, create person accounts, and update contact requests without manual data entry.
How this automation creates new lead records fast
When a new interest form submission comes in, delays can slow follow-up and reduce response rates. This automation captures submission data, normalizes opt-in and state values, and then finds or creates person accounts and contact requestsβso your team can act immediately.
Gravity Formsor swap with your favorite app
2.Normalizes opt-in and phone format
Integrate Formatter by Zapier and data cleanup tools to normalize SMS opt-in to a boolean and trim phone formatting and flags.
Formatter by Zapieror swap with your favorite app
3.Looks up state abbreviation
Integrate Zapier Tables and data mapping tools to look up the submitted state and return a standardized state code for CRM fields.
Zapier Tablesor swap with your favorite app
4.Finds or creates person account
Integrate Salesforce and CRM search tools to find by email and then update or create person fields and lead source values.
Salesforceor swap with your favorite app
5.Finds or creates contact request
Integrate Salesforce and CRM record tools to find the person contact ID and create or update contact request status for outreach.
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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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