1.Captures new form submission
Integrate Gravity Forms and form submission tracking to capture the payload and to map the submission ID for dedupe reference.
Create structured CRM lead from website contact submissions
Automatically monitor Gravity Forms new form submissions across Gravity Forms and Salesforce. Create and update CRM leads when form submissions arrive, consent is captured, or UTM data appearsβso you can create records, standardize notes, and attribute campaigns without manual data entry.
How this automation creates structured CRM leads
When Gravity Forms new form submissions arrive, manual lead entry and messy notes slow campaign follow-up. This automation captures submission payloads and normalizes message text, then creates Salesforce CRM records with consent and campaign contextβso your team can scale lead capture without chasing details.
Gravity Formsor swap with your favorite app
2.Normalizes the message field
Integrate Formatter by Zapier and text formatting tools to replace newlines, trim whitespace, and to output a single-line description.
Formatter by Zapieror swap with your favorite app
3.Creates the CRM lead record
Integrate Salesforce and CRM mapping tools to create a lead record, map fields, attach submission ID, and store campaign attributes.
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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