1.Captures new form submission
Integrate Gravity Forms and form capture tools to capture submission fields and pass data to the workflow.
Create sales opportunity and contact from form submission
Automatically monitor Gravity Forms new form submissions across Gravity Forms and Salesforce. Create and update records when submission email arrives or campaign co-op is found or review stage is setβso you can create contacts, link campaign-like records, and create opportunities without manual lead entry.
How this automation creates new sales opportunities
When form submissions arrive with no clear follow-up path, leads can stall and pipeline suffers. This automation captures submissions, enriches Salesforce contacts and campaign-like records, creates opportunities, and notifies sales on Slackβso your team can act fast.
Gravity Formsor swap with your favorite app
2.Finds or creates contacts
Integrate Salesforce and CRM enrichment tools to search by email and map fields into contact records.
Salesforceor swap with your favorite app
3.Finds campaign-like record
Integrate Salesforce and campaign lookup tools to match co-op or campaign name and return a campaign ID.
4.Creates sales opportunity
Integrate Salesforce and pipeline tools to create an opportunity with review stage, close date, and links to contact and campaign.
5.Posts intake notification
Integrate Slack and team messaging tools to post a concise intake message with contact details and associated campaign name.
Slackor 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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