1.Receives new form submission
Integrate Gravity Forms and data mapping tools to extract submission fields and map email, name, company, and phone to contact data.
Create or update sales contacts from web leads
Automatically monitor new website form submissions across Gravity Forms and HubSpot. Create and update when submissions include a valid email or required context or phone or companyβso you can create CRM contacts, deduplicate by email, and normalize lead fields without manual lead follow-up delays.
How this automation creates reliable CRM contacts
When new form submissions arrive, incomplete or invalid entries can slow sales follow-up. This automation receives submissions, filters and normalizes fields, and then creates or updates HubSpot contactsβso your team can act on fresh leads quickly.
Gravity Formsor swap with your favorite app
2.Filters qualifying submissions
Integrate Filter by Zapier and data validation rules to continue only records with a valid email and required contact context.
Filter by Zapieror swap with your favorite app
3.Normalizes contact fields
Integrate Formatter by Zapier and data cleaning to normalize phone format and trim name fields for contact-ready values.
Formatter by Zapieror swap with your favorite app
4.Creates or updates contact
Integrate HubSpot and CRM deduplication to match by email, create or update the contact, and set the configured lead status.
HubSpotor swap with your favorite app
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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.
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