1.Captures new form submission
Integrate Gravity Forms and form mapping tools to capture entries and map fields to attendee record data.
Create CRM attendee records from additional form signups
Automatically monitor new form submissions across Gravity Forms and Salesforce. Create and update attendee records when entries arrive, matches are found, or dedupe checks passβso you can eliminate data entry, prevent duplicates, and speed up event follow-up without manual data entry.
How this automation creates attendee records
When new form submissions arrive, manual CRM entry delays follow-up and increases duplicate risk. This automation captures submissions in Gravity Forms, finds matches in Salesforce, and creates and links attendee records automaticallyβso your team can stay on top of event logistics.
Gravity Formsor swap with your favorite app
2.Pauses for 1 minute
Integrate Delay by Zapier and workflow timing tools to pause briefly and enable dedupe checks.
Delay by Zapieror swap with your favorite app
3.Finds matching records
Integrate Salesforce and CRM lookup tools to find existing contacts by email and entry reference.
Salesforceor swap with your favorite app
4.Creates attendee record
Integrate Salesforce and record mapping tools to create the attendee record type and link to parent registration.
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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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