1.Monitor new form submissions
Integrate Gravity Forms and form field mapping tools to retrieve the mentorship entry and map key fields to CRM contact and lead fields.
Create CRM lead and note from mentorship application
Automatically monitor mentorship form submissions across Gravity Forms and Bullhorn CRM. Automatically create notes for matched contacts and create leads when no matchβso you can log applicant context, route CRM updates, and preserve traceability without manual lead entry.
How this automation logs CRM activity for mentorship applicants
When mentorship submissions arrive with no matching CRM record, applicant context gets lost and coordinators waste time retyping details. This automation retrieves entry data, looks up contacts, and creates notes or new leadsβso your team can log activity without chasing forms.
Gravity Formsor swap with your favorite app
2.Find contact by email
Integrate Bullhorn CRM and contact lookup tools to find the contact by email and prepare a submission summary for the note body.
Bullhorn CRMor swap with your favorite app
3.Create lead when no match
Integrate Bullhorn CRM and CRM record tools to create a lead when no contact matches and include the submission summary for traceability.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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