1.Captures new form submission
Integrate Gravity Forms and form field mapping tools to capture submission payloads to create contact records.
Create CRM contact and client record from website form
Automatically capture new form submissions across Gravity Forms and Salesforce. Create and update CRM records when submission received, duplicate submissions detected, or contact lookup fails β so you can create contacts, link client sub-records, and schedule follow-up tasks without manual data entry.
How this automation creates CRM contacts and client records
When new form submissions hit your inbox, manual matching can cause missed outreach and duplicate contacts. This automation captures submission data and looks up contacts and branches to create records and tasksβso your team can follow up fast.
Gravity Formsor swap with your favorite app
2.Finds contact by email
Integrate Salesforce and CRM lookup tools to find an existing contact by submission email to avoid duplicates.
Salesforceor swap with your favorite app
3.Branches on match result
Integrate Paths by Zapier and routing logic to branch by search outcome to choose the right next action.
Paths by Zapieror swap with your favorite app
4.Creates new contact record
Integrate Salesforce and field mapping tools to create a new contact and save submission details to records.
5.Creates client sub-record
Integrate Salesforce and related record linking to create a client child record and link it to the contact.
6.Creates follow-up task
Integrate Salesforce and task scheduling tools to create a follow-up task for duplicate submissions to prompt outreach.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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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