1.Captures new prospect form submission
Integrate Gravity Forms and submission mapping tools to parse fields like name, email, phone, location, and UTM data into your lead format.
Update CRM lead from new prospect form submission
Automatically monitor new form submissions from Gravity Forms across CRM and lead tools. Create and update lead records when prospect flags are set, email is captured, or UTM data appearsβso you can filter entries, match leads, and update sources without manual data entry.
How this automation updates your CRM leads
When new prospect form submissions arrive, unqualified entries and missing details can create duplicate or low-quality lead records. This automation monitors Gravity Forms and filters prospects, then it finds matching leads in Salesforce and updates contact and source fieldsβso your team can respond faster.
Gravity Formsor swap with your favorite app
2.Filters for qualifying prospect submissions
Integrate Filter by Zapier and qualification rules to continue only when the prospect flag indicates a new prospect.
Filter by Zapieror swap with your favorite app
3.Branches by channel answer
Integrate Paths by Zapier and routing rules to set a configured lead source value based on the channel path.
Paths by Zapieror swap with your favorite app
4.Finds Lead record by email
Integrate Salesforce and CRM search tools to match Leads by email and pass the first found record id.
Salesforceor swap with your favorite app
5.Updates matched Lead record
Integrate Salesforce and CRM field mapping tools to update contact details and lead source and custom fields from the submission.
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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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