1.Detect new form submission
Integrate Gravity Forms and form mapping tools to pull each submission and map fields to consult intake inputs.
Create consult intake record and assign provider and site
Automatically monitor new form submissions across Gravity Forms and Salesforce. Create and update consult intake records when bookings submit, provider selection is missing, or site tags changeβso you can assign providers, map locations, and create leads without manual data entry.
How this automation creates consult intake records
When new booking form submissions hit your inbox, delays can break scheduling and force rework. This automation normalizes provider and site details and creates consult intake records in Salesforceβso your team can schedule faster.
Gravity Formsor swap with your favorite app
2.Normalize provider and site tags
Integrate Code by Zapier and data normalization tools to standardize provider selection, site, region, and a single contact email string.
Code by Zapieror swap with your favorite app
3.Pause before CRM record creation
Integrate Delay by Zapier and enrichment buffers to pause for 1.5 minutes before writing normalized fields to the CRM.
Delay by Zapieror swap with your favorite app
4.Create consult intake record
Integrate Salesforce and CRM field mapping to create the consult intake record, assign provider and location, and link by email.
Salesforceor swap with your favorite app
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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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