1.Monitors form submissions
Integrate Gravity Forms to capture each form submission and trigger the CRM workflow for chapter membership data.
Create or update chapter member contact in CRM
Automatically monitor Gravity Forms form submissions across Salesforce and Formatter by Zapier. Create and update when form submission received or chapter name provided or member email enteredβso you can create contact records, update membership dates, and link contacts to accounts without manual data entry.
How this automation improves chapter member contacts
When Gravity Forms form submissions arrive, delays can break chapter member follow-up and reporting. This automation finds or creates contacts and updates CRM records with standardized membership dates and chapter linksβso your team can act on new members quickly.
Gravity Formsor swap with your favorite app
2.Finds account by chapter name
Integrate Salesforce and CRM account lookup tools to search for the chapter account by chapter name.
Salesforceor swap with your favorite app
3.Formats membership dates
Integrate Formatter by Zapier and date formatting tools to standardize the form entry date as your membership date.
Formatter by Zapieror swap with your favorite app
4.Finds or creates contact
Integrate Salesforce to match contact by email, then create a contact and map name, email, phone, and language.
5.Updates contact and links account
Integrate Salesforce to update membership date, set the Chapter Member tag, and link the contact to the chapter account.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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