1.Monitors new form submission
Integrate Gravity Forms and form workflow tools to capture submission data and pass it to the CRM entry flow.
Create CRM contact and request from website form
Automatically capture new form submissions across Gravity Forms and Salesforce. Create and update records when new submissions arrive, submission emails are missing, or high-value notes appearβso you can upsert contacts, create request records, and log tasks without manual data entry.
How this automation accelerates new CRM entries
When new form submissions come in, delayed CRM updates can stall follow-up and miss qualified leads. This automation monitors Gravity Forms submissions and creates or updates Salesforce contacts, then creates request records and tasksβso your team can respond fast.
Gravity Formsor swap with your favorite app
2.Finds contact by submission email
Integrate Salesforce and contact matching tools to search Contacts by email and map submission fields.
Salesforceor swap with your favorite app
3.Creates or updates contact record
Integrate Salesforce and CRM mapping tools to create a contact or update it with new details and interest flags.
4.Creates request record
Integrate Salesforce and request tracking tools to create a Request linked to the contact with stage and value fields.
5.Delays briefly for linking
Integrate Delay by Zapier and timing tools to pause briefly so CRM records are available for downstream linking.
Delay by Zapieror swap with your favorite app
6.Creates follow-up task
Integrate Salesforce and task assignment tools to create a Task, set dates from submission notes, and assign owners.
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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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