1.Captures new form submission
Integrate Gravity Forms and form submission tools to map entry fields and identify the sale record source.
Create or update customer records from form submissions
Automatically monitor Gravity Forms new submissions across form and CRM tooling. Post sale rows and keep Keap contacts current when entries arrive, so you can update records, apply service tags, and reduce manual data entry without spreadsheets hopping.
How this automation updates your CRM contacts
When new form submissions land unprocessed, contact records and sales context get out of sync. This automation captures submissions, delays briefly, formats dates, finds or creates Keap contacts, and posts sale rowsβso your team can update the CRM automatically.
Gravity Formsor swap with your favorite app
2.Delays processing for 3 minutes
Integrate Delay by Zapier and workflow timing tools to pause execution before downstream processing starts.
Delay by Zapieror swap with your favorite app
3.Formats the submission date
Integrate Formatter by Zapier and date formatting tools to transform the entry date into a consistent export date string.
Formatter by Zapieror swap with your favorite app
4.Finds or creates and updates contact
Integrate Keap and CRM contact matching tools to find by identifier or email, update fields, and apply service tags.
Keapor swap with your favorite app
5.Posts a sale row to comms worksheet
Integrate Webhooks by Zapier and communications worksheet tools to post sale payload data for downstream intake processing.
Webhooks by Zapieror 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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