1.Triggers on new form submission
Integrate Gravity Forms to capture form entry details and map them to generic contact fields.
When new form submissions come in, leads can stall while owners and attribution get sorted manually. This automation maps form fields, finds matching owners and sources, and posts enriched contact records to your CRMβso your team can act fast.
Integrate Gravity Forms to capture form entry details and map them to generic contact fields.
Integrate Zapier Tables to find the matching salesperson record and return the salesperson ID for assignment.
Integrate Zapier Tables to find the configured referral and return the source ID for attribution.
Integrate Webhooks by Zapier to post contact fields, owner and source mappings, and UTM campaign attribution to your CRM.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Marcelo Lebre, Co-Founder
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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