1.Monitors new form submissions
Integrate Gravity Forms to capture submission details and pass applicant fields forward to format dates and log records.
Create applicant contact, record and folder from form
Automatically detect new form submissions from Gravity Forms across CRM and document tools. Create and update when new submissions happenβso you can create applicant records, log submissions to a sheet, and organize folders without manual data entry.
How this automation creates applicant records faster
When new form submissions arrive, delayed data entry can slow outreach and cause missed opportunities. This automation formats timestamps, logs submissions to a sheet and creates folders, then creates or updates CRM contacts and opportunitiesβso your team can act on every application.
Gravity Formsor swap with your favorite app
2.Formats submission date for use
Integrate Formatter by Zapier to format the submission timestamp into a standard date for folder naming and sheet columns.
Formatter by Zapieror swap with your favorite app
3.Creates a spreadsheet row
Integrate Google Sheets and analytics tools to log each submission by mapping applicant names and the formatted date.
Google Sheetsor swap with your favorite app
4.Creates an applicant folder
Integrate Google Drive to create a document folder inside your applications folder with the applicant name and formatted date.
Google Driveor swap with your favorite app
5.Creates or updates contact and opportunity
Integrate Copper to match by email, create or update the contact, and create an application opportunity with the formatted close date.
Copperor swap with your favorite app
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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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