1.Detect new form submission
Integrate Gravity Forms and form intake tools to capture submission details to create new CRM records.
Create new deal and contact from form submission
Automatically monitors new form submissions across Gravity Forms, Formatter by Zapier, Paths by Zapier, and Bigin by Zoho CRM. Create and update when form submission lands, email captured, or language preference selectedβso you can create contacts, create deals, and set closing dates without manual data entry.
How this automation creates pipeline deals from submissions
When new form submission arrives, leads can stall before they become usable CRM records. This automation converts submissions into CRM contacts and creates pipeline deals with an assigned owner and closing datesβso your team can follow up faster.
Gravity Formsor swap with your favorite app
2.Add 5 days to closing date
Integrate Formatter by Zapier and date/time mapping tools to calculate a closing date to populate the deal closing date field.
Formatter by Zapieror swap with your favorite app
3.Branch language preference
Integrate Paths by Zapier and routing rules tools to branch by language preference to create the right deal path.
Paths by Zapieror swap with your favorite app
4.Create or update contact
Integrate Bigin by Zoho CRM and contact matching tools to create or update a CRM contact to map name, email, and country.
Bigin by Zoho CRMor swap with your favorite app
5.Create deal per path
Integrate Bigin by Zoho CRM and deal pipeline tools to create a pipeline deal to assign an owner and set the closing date.
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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.
See how teams are automating with Zapier (and loving it!)
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