1.Watches new form submissions
Integrate Gravity Forms and form capture tools to pass submission fields into the workflow to trigger CRM intake.
Create person records and intake requests from forms
Automatically monitor new form submissions across Gravity Forms and Salesforce. Create and update person records and contact intake requests when submissions arrive, so you can qualify leads, normalize data, and route intake without manual data entry.
How this automation creates complete CRM intake
When new form submissions come in, incomplete lead details can slow outreach and cause missed follow-up. This automation normalizes SMS opt in and phone data and then creates person accounts and contact intake requestsβso your team can respond faster.
Gravity Formsor swap with your favorite app
2.Normalizes SMS opt in and phone
Integrate Formatter by Zapier and data formatting tools to map SMS opt in to boolean and standardize phone numbers to improve lead matching.
Formatter by Zapieror swap with your favorite app
3.Creates person account
Integrate Salesforce and contact data fields to create a person account and store name, email, phone, and message details to enrich lead profiles.
Salesforceor swap with your favorite app
4.Creates contact request
Integrate Salesforce and CRM workflow tools to create a contact intake request linked to the person and set channel, status, and ownership to route follow-up.
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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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