1.Detect new form submissions
Integrate Gravity Forms and CRM data fields to detect approved submissions and map source values to contact attributes.
Add new form sales entries to CRM with tags
Automatically monitor new form submissions across Gravity Forms and Keap. Create and update CRM contacts when submissions are approved, contract start dates capture, and product selections arriveβso you can format dates, apply product tags, and post revenue ops entries without manual CRM updates.
How this automation updates your CRM contact records
When approved sales form submissions come in without structure, updates get delayed and CRM records stay incomplete. This automation monitors new submissions and formats contract dates, then finds or upserts contacts and posts sales payloadsβso your team can keep revenue ops accurate.
Gravity Formsor swap with your favorite app
2.Formats contract start date
Integrate Formatter by Zapier and date parsing tools to transform contract start date into a standardized formatted date.
Formatter by Zapieror swap with your favorite app
3.Finds contact by identifiers
Integrate Keap and CRM search tools to locate an existing contact by email or submission ID for update.
Keapor swap with your favorite app
4.Creates or updates contact
Integrate Keap and CRM upsert workflows to set contact fields, add product tags, and store the formatted contract date.
5.Posts sales payload to endpoint
Integrate Webhooks by Zapier and tracking endpoints to post a compact sales payload for revenue ops visibility.
Webhooks by Zapieror swap with your favorite app
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Explore all CRM data entry automations
Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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