1.Captures new form submission
Integrate Gravity Forms and data mapping tools to capture submission fields and centralize contact inputs for CRM creation.
Create CRM contact and task from ambassador submissions
Automatically capture ambassador form submissions across Gravity Forms and sync to CRM records. Create and update CRM contacts and notify program coordinators when new submission arrives, phone field updates, or address data changesβso you can eliminate manual data entry, speed onboarding, and kick off outreach without manual data entry.
How this automation accelerates onboarding for new CRM contacts
When new ambassador form submissions arrive, delays can stall outreach and onboarding. This automation captures submission fields, normalizes address data, creates CRM contacts, and sends coordinator email updatesβso your team can respond faster.
Gravity Formsor swap with your favorite app
2.Normalizes submitted address text
Integrate Formatter by Zapier and address normalization tools to split the submitted address and map it to a CRM-ready field.
Formatter by Zapieror swap with your favorite app
3.Creates CRM contact record
Integrate Divalto weavy and CRM import tools to create a contact, map fields, and set campaign and creation metadata.
Divalto weavyor swap with your favorite app
4.Notifies coordinators by email
Integrate Gmail and email notification tools to send coordinator messages with contact details and a review link.
Gmailor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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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
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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