1.Captures new form submission
Integrate Gravity Forms and form submission workflows to capture submission data and prepare it for lead verification.
Create qualified lead records from short term contract form
Automatically capture short-term contract form submissions across Gravity Forms and Salesforce. Create and update lead records when a new entry is submitted or contract details change, so you can format contacts, dedupe by email, and notify marketing ops without manual follow-up.
How this automation creates qualified leads faster
When short-term contract entries come in without a verified CRM record, outreach gets delayed and lead details get copied wrong. This automation captures submissions, normalizes fields, dedupes by email, creates Salesforce leads, and sends Slack alertsβso your team can follow up quickly.
Gravity Formsor swap with your favorite app
2.Normalizes and maps contact fields
Integrate Formatter by Zapier and data formatting tools to standardize phone and postal formats and trim whitespace.
Formatter by Zapieror swap with your favorite app
3.Finds lead by email
Integrate Salesforce and CRM lookup tools to search by email and continue only when no lead is found or it is outdated.
Salesforceor swap with your favorite app
4.Creates qualified lead record
Integrate Salesforce and CRM record creation to create the lead with mapped name, address, phone, and lead source.
5.Sends marketing ops alert
Integrate Slack and team notifications to post a summary with the created lead link for same-day follow-up.
Slackor swap with your favorite app
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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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