1.Pull new supporter submission
Integrate Gravity Forms and form mapping tools to map submission fields to contact and opt-out flags for CRM-ready entries.
Create supporter record and opt-out case in CRM
Automatically pull new form submission supporter data across Gravity Forms and Salesforce. Create and update when submissions include email matches or opt out selectionsβso you can match contacts by email, create linked opt out records, and capture opt out flags without manual cleanup.
How this automation protects supporter compliance
When new form submissions arrive, opted-out addresses can be mishandled and outreach can become noncompliant. This automation pulls supporter submissions, matches or creates contacts, and creates linked membership or opt-out recordsβso your team can act on signals without manual cleanup.
Gravity Formsor swap with your favorite app
2.Find matching contact by email
Integrate Salesforce and CRM contact matching tools to search contacts by the mapped email and pass the matched Contact ID.
Salesforceor swap with your favorite app
3.Create linked membership or opt-out record
Integrate Salesforce and CRM record systems to create a membership or opt-out record linked to the Contact ID and organization.
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Step 1
Connect your tools
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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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