1.Captures new form submission
Integrate Gravity Forms and lead form submissions to capture the submission payload and map fields to contact data.
Add qualified form leads to CRM and tag them
Automatically monitor new form submissions across Gravity Forms and qualification fields in Keap and Paths by Zapier. Automatically create and update contacts when submissions arrive, add qualified tags, and evaluate eligibilityβso you can prioritize replies, keep CRM clean, and reduce manual follow-up.
How this automation qualifies your form leads
When new form submissions land without a consistent CRM record and tagging, leads stall and outreach slows. This automation captures submissions, creates or updates Keap contacts, evaluates qualification rules, and adds the right tagsβso your team can act on priority enquiries.
Gravity Formsor swap with your favorite app
2.Creates or updates contact
Integrate Keap and CRM contact matching to create or update contacts by email and populate custom fields.
Keapor swap with your favorite app
3.Evaluates qualification rules
Integrate Paths by Zapier and qualification logic to branch qualifying submissions from incomplete or non qualifying ones.
Paths by Zapieror swap with your favorite app
4.Adds tag to contact
Integrate Keap and CRM tagging to add the qualified tag and apply follow up tag changes based on the path.
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Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
Set up in minutes
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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