1.Detect new form submission
Integrate Gravity Forms and form intake tools to capture each new form submission into your workflow.
Create CRM contact and case from form submission
Automatically monitor new form submissions across Gravity Forms and Salesforce. Create and update CRM contacts, cases, and tasks when form submissions arrive or lookup failsβso you can route leads faster, keep intake details accurate, and reduce manual follow-up without paperwork.
How this automation creates CRM contacts and intake cases
When new form submissions come in, delays can slow outreach and waste intake context. This automation routes submissions by enriching lookup data, finding or creating contacts, and creating cases and tasksβso your team can respond faster.
Gravity Formsor swap with your favorite app
2.Lookup row for location and owner
Integrate Google Sheets, data mapping tools, and lookup logic to resolve the submission location or market for routing.
Google Sheetsor swap with your favorite app
3.Find or create Contact
Integrate Salesforce and CRM tools to match by email, then create or return a Contact record ID.
Salesforceor swap with your favorite app
4.Create intake Case
Integrate Salesforce and case tracking tools to create a Case with intake details, type, and high priority.
5.Create owner Task
Integrate Salesforce and task tracking tools to create a Task with owner assignment, activity date, and reminder.
6.Alert team on lookup miss
Integrate Slack, incident triage tools, and error alerts to post a concise message when lookup fails.
Slackor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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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