1.Monitor new form submissions
Integrate Gravity Forms and form submission capture tools to capture the submission payload and submission ID for dedupe.
Create program engagement records from research form submissions
Automatically monitor new research form submissions across Gravity Forms and Salesforce. Create and update when new submissions arrive, consent selections are received, or submission IDs repeatβso you can update contact profiles, create program engagement records, and assign program owners without manual follow-up.
How this automation creates program engagement records
When new form submissions land without coordination, engagement records can lag and outreach misses the moment of intent. This automation captures submission data, finds and updates contact profiles, and creates program engagement recordsβso coordinators can act faster.
Gravity Formsor swap with your favorite app
2.Find matching contact records
Integrate Salesforce and CRM lookup tools to search for an existing contact by email and return a contact ID.
Salesforceor swap with your favorite app
3.Update contact profile details
Integrate Salesforce and CRM field mapping tools to update contact fields and set research interest flags.
4.Create program engagement record
Integrate Salesforce and CRM record creation tools to create a program engagement with consent fields, owner, and start date.
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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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