1.Catches new form submission
Integrate Gravity Forms and data intake tools to capture each submission and pass the full payload into the workflow.
Create CRM deal record from insurance form submissions
Automatically monitor new form submissions across Gravity Forms. Create and enrich Zoho CRM deals, then notify admins when policy start dates and subscription details updateβso you can avoid manual data entry and missed onboarding.
How this automation creates CRM deals from form submissions
When new insurance form submissions arrive, delays can break same-day onboarding and billing. This automation captures submissions, formats policy and coverage fields, fetches subscription details, creates Zoho CRM deals, and posts admin summariesβso your team can onboard faster.
Gravity Formsor swap with your favorite app
2.Transforms date and text fields
Integrate Formatter by Zapier, data transformation tools, and field mapping to format policy start dates and split multi-selects.
Formatter by Zapieror swap with your favorite app
3.Fetches subscription details
Integrate Code by Zapier, subscription APIs, and lookup tools to fetch subscription details and return the matched account id.
Code by Zapieror swap with your favorite app
4.Creates deal module entry
Integrate Zoho CRM and CRM field mapping tools to create a Deals record with mapped account, dates, and amounts.
Zoho CRMor swap with your favorite app
5.Posts admin deal summary
Integrate Webhooks by Zapier, notifications tools, and reporting systems to post a compact JSON deal summary to admins.
Webhooks by Zapieror swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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