1.Receives new form submission
Integrate Gravity Forms and form submission fields to extract email, name fragments, phone, and key answers for the CRM step.
Create CRM note and fallback lead from form submission
Automatically monitor new form submissions across Gravity Forms and Bullhorn CRM. Create and update when contact match exists, key answers arrive, or email has no matchβso you can log activity notes, create fallback leads, and route ownership without manual intake.
How this automation captures every form intake in CRM activity notes
When new form submissions arrive, submissions can go unlogged and intake gets delayed. This automation finds contacts, creates CRM activity notes, and creates fallback leadsβso your team can capture every submission without manual entry.
Gravity Formsor swap with your favorite app
2.Finds contact by email
Integrate Bullhorn CRM and CRM lookup data to match the submission email to an existing contact record.
Bullhorn CRMor swap with your favorite app
3.Creates note on contact
Integrate Bullhorn CRM and CRM note fields to create an activity note with submission details and the submission date.
4.Creates lead on no match
Integrate Bullhorn CRM and lead intake fields to create a lead when no matching contact or candidate exists.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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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