1.Monitors new form submission
Integrate Gravity Forms and form processing tools to pull entry values and trigger lead qualification workflows.
Create qualified sales leads from website contact form
Automatically monitor new Gravity Forms submissions across Gravity Forms and Salesforce. Create and update qualified CRM leads when new form submission arrives, UTM parameters are present, or priority keywords appearβso you can prioritize outreach, validate contacts, and route leads without manual reporting.
How this automation qualifies your sales leads
When new Gravity Forms submissions land with inconsistent phone and unstructured UTM data, leads get delayed or misrouted. This automation parses UTM payload and formats phones and looks up locations to find or create Salesforce leadsβso your team can prioritize same-day outreach.
Gravity Formsor swap with your favorite app
2.Parses UTM payload from submission
Integrate Code by Zapier and parsing tools to extract UTM components and expose utm fields for Salesforce mapping.
Code by Zapieror swap with your favorite app
3.Formats and validates phone
Integrate Formatter by Zapier and data validation tools to transform raw phone into a formatted phone or blank.
Formatter by Zapieror swap with your favorite app
4.Looks up location reference
Integrate Formatter by Zapier and lookup tables to translate submitted location text into your CRM location reference.
5.Finds or creates lead in Salesforce
Integrate Salesforce and CRM workflows to find by email or phone and update or create qualified lead records.
Salesforceor swap with your favorite app
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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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