1.Captures new signup submission
Integrate Gravity Forms, form field mapping, and submission tracking to capture each submission and map core fields to CRM-ready data.
Create subscriber account and tag location from signup form
Automatically capture promotion signup form submissions across Gravity Forms and Salesforce. Create subscriber records with mapped locations and tags when new submissions arriveβso you can segment faster, track opt-ins, and avoid manual CRM entry without paperwork.
How this automation creates tagged CRM subscribers
When promotion signup submissions come in, delays can cause missed targeting and inconsistent opt-in tracking. This automation captures submissions, maps location identifiers, and creates or matches CRM subscriber recordsβso your team can launch location-targeted campaigns quickly.
Gravity Formsor swap with your favorite app
2.Looks up CRM location identifier
Integrate Formatter by Zapier, lookup tables, and data normalization to convert the submitted location label into a CRM location identifier.
Formatter by Zapieror swap with your favorite app
3.Creates or matches subscriber record
Integrate Salesforce and CRM record mapping to create or match an Account or Contact and set opt in and subscriber reason.
Salesforceor swap with your favorite app
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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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