1.Captures new form submission
Integrate Gravity Forms and crm field mapping to capture submission data into your contact fields.
Tag and update upsell prospects in CRM quickly
Automatically monitor new form submissions across Gravity Forms and Keap. Create and update tagged upsell contacts and send a sales summary when upsell submitted, upsell approved, or new submission arrivesβso you can protect follow-up and avoid manual tagging and reporting.
How this automation accelerates upsell updates in CRM
When new form submissions arrive without validation, teams risk tagging the wrong upsell and delaying action. This automation captures submissions, enriches CRM contacts with product tags, and sends a sales summary to your communications sheetβso your team can act fast.
Gravity Formsor swap with your favorite app
2.Adds a short delay
Integrate Delay by Zapier to pause execution briefly so downstream systems can settle.
Delay by Zapieror swap with your favorite app
3.Validates approved upsell
Integrate Filter by Zapier to continue only for qualifying upsell submissions marked approved.
Filter by Zapieror swap with your favorite app
4.Normalizes contract date
Integrate Formatter by Zapier and reporting tools to format the contract date for CRM and reports.
Formatter by Zapieror swap with your favorite app
5.Finds and creates or updates contact
Integrate Keap to find by email, then create or update the contact and add the product tag.
Keapor swap with your favorite app
6.Posts sales summary to comms endpoint
Integrate Webhooks by Zapier and intake systems to post a compact sales summary for reporting.
Webhooks by Zapieror 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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