1.Captures new form submission
Integrate Gravity Forms and form metadata tools to capture submission details and entry links to centralize intake context.
Create CRM lead and campaign entry from form
Automatically capture new form submissions across Gravity Forms and Salesforce. Create and update CRM records when submission metadata arrives, when email matches your lead criteria, or when entries qualify for follow-upβso you can create leads, log tasks, and add campaigns without manual data entry.
How this automation accelerates your follow-up
When new form submissions land with scattered details, missed context slows lead follow-up and outreach. This automation captures submission metadata, finds or creates leads, creates follow-up tasks, and adds leads to campaignsβso your team can act fast.
Gravity Formsor swap with your favorite app
2.Finds or creates lead
Integrate Salesforce and CRM mapping tools to search by email and create or update the lead record to enrich lead data.
Salesforceor swap with your favorite app
3.Creates a linked task
Integrate Salesforce and CRM task tools to create a lead-linked task and store form notes and dates to schedule follow-up.
4.Adds lead to campaign
Integrate Salesforce and campaign list tools to add matched leads to a configured campaign list to enable downstream nurture.
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Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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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