1.Detect new form submission
Integrate Gravity Forms and form submission data to capture each entry and start contact assessment creation.
Create CRM assessments and contacts from form entries
Automatically monitors new form submissions across Gravity Forms and Salesforce for contact and account matching. Create and update CRM records when form entry submitted, email captured, or submission receivedβso you can find contacts, onboard accounts, and log readiness assessments without manual CRM setup.
How this automation accelerates CRM readiness for intake
When new form submissions arrive, delays can stall outreach and duplicate records can build up. This automation maps submissions to CRM contacts and accounts, then creates readiness assessment recordsβso your team can start intake immediately.
Gravity Formsor swap with your favorite app
2.Find contact by email
Integrate Salesforce and CRM lookup tools to find Contacts using the form email and continue on both paths.
Salesforceor swap with your favorite app
3.Find or create account
Integrate Salesforce and CRM account search tools to find an Account by business name or create one when missing.
4.Create or update contact
Integrate Salesforce and contact mapping tools to create or update a Contact with key fields and associate to the Account.
5.Create readiness assessment
Integrate Salesforce and CRM record automation to create a readiness assessment with status set to New and references saved.
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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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