1.Detect new form submission
Integrate Gravity Forms and form capture tools to trigger intake workflows from quiz submissions.
Create patient leads and inquiries from weight-loss quiz
Automatically monitor new weight-loss quiz submissions across Gravity Forms and Salesforce. Create and update when leads match by email or mobile and inquiries need attributionβso you can normalize lead data, create inquiry records, and save notes without manual reporting.
How this automation creates patient leads fast
When new form submissions come in without consistent formatting, intake work stalls and attribution gets lost. This automation normalizes quiz values and creates or updates Salesforce lead records and linked inquiry plus attribution notesβso your team can act immediately.
Gravity Formsor swap with your favorite app
2.Normalize submission values
Integrate Formatter by Zapier and data transformation tools to normalize phones, opt-in flags, and source fields.
Formatter by Zapieror swap with your favorite app
3.Find account or contact
Integrate Salesforce and CRM search tools to match email and normalized phone to an existing record.
Salesforceor swap with your favorite app
4.Create or update lead
Integrate Salesforce and CRM record creation to map form fields and create a new lead on no match.
5.Create inquiry and attribution notes
Integrate Salesforce and tracking notes tools to create an inquiry record and save UTM attribution notes.
Automate your work, your way
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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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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