1.Catch new form submission
Integrate Gravity Forms and web forms to capture study signup details like email, phone, and ZIP to create the CRM contact flow.
Create contact records from study signups and tag source
Automatically capture study signups across Gravity Forms, Google Sheets, and Salesforce. Create and update when form submissions arrive or when ZIP details and consent flags postβso you can create contacts, enrich city and state, and tag record sources without manual data entry.
How this automation creates complete CRM contacts
When new study signups arrive in Gravity Forms, delayed processing can stall outreach and leave contacts unlinked. This automation catches submissions and enriches location data, then creates contacts in Salesforce and adds related trial and medical-history recordsβso your team can follow up faster.
Gravity Formsor swap with your favorite app
2.Lookup city and state by ZIP
Integrate Google Sheets and data lookup tables to lookup city and state from the ZIP lookup worksheet to enrich contact fields.
Google Sheetsor swap with your favorite app
3.Create Salesforce contact
Integrate Salesforce and CRM fields to create a Contact by mapping name, email, phone, ZIP, location, consent, and UTM tags.
Salesforceor swap with your favorite app
4.Create linked trial records
Integrate Salesforce and record linking to create related trial-subject records and medical-history indications with source comments.
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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
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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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