1.Catches new form submission
Integrate Gravity Forms to catch the new entry and expose submission fields to centralize lead context.
Create CRM contact and note from lead form
Automatically monitor new form submissions across Gravity Forms and Salesforce. Create and update when lead details submit, email matches, or qualifying answers appearβso you can find or create contacts, update lead stages, and attach submission notes without manual lead entry.
How this automation creates context for faster outreach
When new lead form submissions land, delayed follow-up can stall pipeline momentum. This automation finds or creates Salesforce contacts, updates lead stages and ownership, and attaches a submission summaryβso your team can reach out with complete context.
Gravity Formsor swap with your favorite app
2.Finds contact by email
Integrate Salesforce and CRM search tools to look up a contact by email so you can reuse records when available.
Salesforceor swap with your favorite app
3.Creates contact when no match
Integrate Salesforce and contact mapping tools to create a contact when no email match exists using form fields.
4.Updates contact for lead routing
Integrate Salesforce to update lead stage, activity date, call as soon as possible flag, and assign to owner.
5.Creates note or file on contact
Integrate Salesforce and record attachments to create a contact note or file with a submission summary and source reference.
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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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