1.Detect new form submission
Integrate Gravity Forms and web form tools to catch new submissions and extract core fields to populate contact and task data.
Create contact, follow-up task, and project record from forms
Automatically capture new form submissions across Gravity Forms and Salesforce. Create and update when contacts match by email, follow-up tasks are due, or intake details are savedβso you can create contacts, schedule tasks, and log project records without manual data entry.
How this automation creates outreach-ready CRM records
When new website inquiries arrive without structure, reps lose time and context before outreach. This automation catches form submissions and creates or updates contacts, schedules follow-up tasks, and records intake project detailsβso your team can act fast.
Gravity Formsor swap with your favorite app
2.Find or create contact
Integrate Salesforce and CRM field mapping tools to match by email and create or update a contact record with submission details.
Salesforceor swap with your favorite app
3.Create follow-up task
Integrate Salesforce and task planning tools to create a task for the configured owner and set a due date from the submission.
4.Create intake or project record
Integrate Salesforce and CRM record tools to create a linked intake or project record and save mapped details for search.
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Explore all contact management automations
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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