1.Captures form submission payload
Integrate Gravity Forms and form mapping tools to extract contact and company fields from submissions to create structured CRM inputs.
Create or update CRM contact from member form
Automatically create or update CRM contact records from Gravity Forms submissions across Gravity Forms, Formatter by Zapier, Zapier Tables, Maximizer CRM, and SMTP by Zapier. Get region enrichment and deduplicated contact and company recordsβso you can follow up without manual form-to-CRM work.
How this automation creates CRM contacts from form data
When new membership form submissions land, manual deduping can delay follow-up and cause incomplete CRM records. This automation captures submission data, enriches region from postcode, and upserts contact and company records and sends owner emailsβso your team can act fast.
Gravity Formsor swap with your favorite app
2.Extracts postcode prefix
Integrate Formatter by Zapier and data transformation tools to standardize the submitted postcode by extracting the prefix for region lookup.
Formatter by Zapieror swap with your favorite app
3.Looks up region by prefix
Integrate Zapier Tables and lookup tables to return the region value from your postcode to region table.
Zapier Tablesor swap with your favorite app
4.Searches and upserts contact and company
Integrate Maximizer CRM and CRM workflows to deduplicate by email, update member flags, and create company and contact records.
Maximizer CRMor swap with your favorite app
5.Sends owner welcome email
Integrate SMTP by Zapier and email delivery tools to send a welcome task email to the owner or your default operations inbox.
SMTP by Zapieror swap with your favorite app
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Step 1
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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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