1.Captures guide download form submission
Integrate Gravity Forms and form submission fields to start the guide download flow from new entries and map email and key fields.
Update contact lead source from guide download form entry
Automatically capture guide download submissions across Gravity Forms and Salesforce. Create and update when guide download submitted, submission email captured, or form entry receivedβso you can update lead source, enrich contact records, and improve reporting without manual attribution.
How this automation updates your contact attribution
When guide download entries come in, missing lead source attribution can break outreach reporting and slow follow-up. This automation monitors form submissions and finds matching contacts in your CRM, then updates lead source fields automaticallyβso your team can maintain accurate attribution.
Gravity Formsor swap with your favorite app
2.Waits 5 minutes before lookup
Integrate Delay by Zapier and timing control tools to wait 5 minutes before running the CRM lookup for the entry.
Delay by Zapieror swap with your favorite app
3.Finds contact record by email
Integrate Salesforce and CRM search tools to find Contact by mapped email and continue only on an exact match.
Salesforceor swap with your favorite app
4.Continues only when lead source is blank
Integrate Filter by Zapier and field validation tools to check whether Lead Source is blank and gate the update step.
Filter by Zapieror swap with your favorite app
5.Updates contact lead source
Integrate Salesforce and CRM update tools to map source fields and set the Contact Lead Source to the configured value.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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