1.New form submission is detected
Integrate Gravity Forms and registration form tools to capture new submission data to process attendee records.
Add attendee records from extra form submissions fast
Automatically monitor Gravity Forms submissions across Gravity Forms and Salesforce. Create and update when attendee entries arrive, emails do not match, or phone details appearβso you can prevent duplicates, create attendee records, and preserve submission history without manual data cleanup.
How this automation keeps attendee records clean
When new form submissions come in, manual review can cause delays and duplicate attendee records. This automation delays processing, finds existing contacts, and creates or updates attendee recordsβso your team can act on fresh registrant context quickly.
Gravity Formsor swap with your favorite app
2.Processes after a 1 minute delay
Integrate Delay by Zapier and automation timing tools to wait 1 minute before searching to group related submissions.
Delay by Zapieror swap with your favorite app
3.Finds a matching attendee record
Integrate Salesforce and email matching tools to search by submission email or phone to avoid duplicates.
Salesforceor swap with your favorite app
4.Creates attendee record when missing
Integrate Salesforce and CRM field mapping tools to create an attendee record when no match exists to store registrant context.
5.Updates matched attendee record
Integrate Salesforce and CRM history tools to update matched records with new submission context to preserve event identifiers.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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