1.Monitor new form submissions
Integrate Gravity Forms and form submission tools to capture the new entry payload to trigger CRM processing.
Add graduation applicants to CRM and notify registrar
Automatically capture new form submissions across Gravity Forms and Keap. Create and update when submission arrives, entry submitted, or applicant form submittedβso you can create contacts, apply tags, and notify the registrar team without manual follow-up.
How this automation accelerates registrar review
When new graduation applications come in through Gravity Forms, delays can slow registrar review and follow-up. This automation finds or creates CRM contacts, applies applicant tags, and sends registrar notification emailsβso your team can review submissions faster.
Gravity Formsor swap with your favorite app
2.Find or create CRM contact
Integrate Keap and contact matching workflows to find by email and map submission fields to create or update contacts.
Keapor swap with your favorite app
3.Tag applicant contact
Integrate Keap and CRM tag management tools to apply the configured graduation applicant tag to the contact.
4.Notify registrar with submission summary
Integrate Microsoft Outlook and email notification workflows to send a plain-text registrar message with key submission fields.
Microsoft Outlookor 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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