1.Captures new form submissions
Integrate Gravity Forms and form mapping tools to capture submission fields and to map partner data into CRM-ready values.
Create CRM contact and organization from partner signup
Automatically capture partner signup submissions across Gravity Forms and map them to contacts and accounts in Salesforce. Automatically format opt-in and phone, clean organization names, and find or create CRM records so you can reach partners without manual data entry.
How this automation creates CRM contacts faster
When new partner signups land in a form, delays can block follow-up. This automation captures submission data, formats opt-in and phone, cleans organization names, and creates or updates Salesforce recordsβso your team can route partners immediately.
Gravity Formsor swap with your favorite app
2.Formats opt-in and phone
Integrate Code by Zapier and data normalization tools to convert opt-in text to boolean and to normalize phone to E.164.
Code by Zapieror swap with your favorite app
3.Cleans organization name
Integrate Formatter by Zapier and text cleaning tools to trim and replace raw organization names to produce safe account names.
Formatter by Zapieror swap with your favorite app
4.Finds or creates CRM records
Integrate Salesforce and CRM tools to search by email, create missing contacts, link accounts, set opt-in, and add campaign affiliation.
Salesforceor swap with your favorite app
5.Queues SMS for opted-in partners
Integrate Code by Zapier and messaging provider tools to queue SMS only when phone is present and opt-in is true.
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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