1.Detect new form submission
Integrate Gravity Forms and form data workflows to trigger on new form submissions and to normalize incoming contact details.
Create CRM contacts from website contact form submissions
Automatically monitor new form submissions across Gravity Forms and Salesforce. Create and update contacts when new form submission arrives, email provided triggers matching, or phone captured updates recordsβso you can enrich CRM contacts, assign owners, and log submission details without manual follow-up.
How this automation builds clean CRM contact records
When new website form submissions arrive, missing or inconsistent contact data slows follow-up. This automation monitors Gravity Forms submissions and standardizes fields, then finds or creates Salesforce contacts and appends the submission detailsβso your team can act faster.
Gravity Formsor swap with your favorite app
2.Format phone number
Integrate Formatter by Zapier and data formatting tools to map raw phone numbers to formatted phone values for consistency.
Formatter by Zapieror swap with your favorite app
3.Find contact by email
Integrate Salesforce and CRM search workflows to look up existing contacts by email and to dedupe qualifying records.
Salesforceor swap with your favorite app
4.Create or update contact
Integrate Salesforce and CRM record tools to create or update contacts, then attach submission notes or files for context.
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Explore all contact management automations
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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