1.Captures new form submission
Integrate Gravity Forms and form parsers to capture submission data and to start contact capture automatically.
Add form contacts to CRM and tag newsletter
Automatically monitor new form submissions across Gravity Forms and Freshsales Suite. Create or update CRM contacts and tag newsletter preferences when new submission received, newsletter opt-in captured, or interests selectedβso you can create contact records, set custom interest fields, and set newsletter status without manual entry.
How this automation accelerates CRM follow-up for new contacts
When new form entries arrive and newsletter opt in gets missed, timely follow-up slips and contacts stay inconsistent. This automation captures submissions, formats interests, upserts CRM contacts, and routes newsletter preferences and notesβso your team can follow up fast.
Gravity Formsor swap with your favorite app
2.Cleans interest field formatting
Integrate Formatter by Zapier and data transformation tools to replace commas with semicolons and to normalize interest data.
Formatter by Zapieror swap with your favorite app
3.Finds contact by submitted email
Integrate Freshsales Suite and CRM lookup tools to search for an existing contact by email and to decide create vs update.
Freshsales Suiteor swap with your favorite app
4.Creates or updates CRM contact
Integrate Freshsales Suite and CRM record mapping tools to upsert contact details, interests, and lead source fields.
5.Routes newsletter and creates note
Integrate Paths by Zapier and CRM note tools to set subscribed or unsubscribed status and to log the message.
Paths by Zapieror swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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