1.Captures new form submission
Integrate Gravity Forms and form mapping tools to catch the submission and map source fields to contact fields.
Add form signups to welcome campaign and update contact
Automatically catch new form submissions across Gravity Forms and map UTM fields with contact details in Salesforce. Create and update welcome campaign membership when submissions happen or contacts match by email—so you can mark engagement, route to the right campaign source, and save time without manual follow-up.
How this automation accelerates your welcome campaign
When new form signups land in Gravity Forms, delays can leave prospects unenrolled and engagement status outdated. This automation catches submissions, updates Salesforce contact records, and adds contacts to your welcome campaign—so your team can respond at the moment intent shows up.
Gravity Formsor swap with your favorite app
2.Finds contact by email
Integrate Salesforce and CRM lookup tools to search contacts by email and continue with the match or fallback path.
Salesforceor swap with your favorite app
3.Updates contact engagement
Integrate Salesforce and CRM update tools to update engagement status and set campaign source fields from the signup.
4.Adds to welcome campaign
Integrate Salesforce and campaign membership tools to check membership and add the contact if they are missing.
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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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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