1.Catch new form submission
Integrate Gravity Forms and form submission workflows to capture the submission payload and map lead fields to workflow variables.
Create qualified lead from website contact form entries
Automatically monitor new form submissions across Gravity Forms, Formatter by Zapier, and Microsoft Dynamics 365 CRM. Create and update when form submission received, email provided, or qualification fields submittedβso you can normalize contact details, update CRM leads, and attach qualification notes without manual lead entry.
How this automation qualifies your CRM leads faster
When new Gravity Forms submissions arrive, unqualified or inconsistent leads can slip through and waste outreach time. This automation formats contact details, looks up matching leads, and creates or updates CRM leads with qualification notesβso your team can qualify faster.
Gravity Formsor swap with your favorite app
2.Normalize contact details
Integrate Formatter by Zapier and contact data tools to format phone numbers and normalize email casing for consistent matching.
Formatter by Zapieror swap with your favorite app
3.Find lead by email
Integrate Microsoft Dynamics 365 CRM and CRM matching tools to search for an existing lead using the normalized email.
Microsoft Dynamics 365 CRMor swap with your favorite app
4.Create or update lead
Integrate Microsoft Dynamics 365 CRM and CRM record actions to create or update the lead with qualification fields, notes, and lead source.
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Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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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