1.Catch new form submission
Integrate Gravity Forms and form data pipelines to capture each new listing share submission fields to centralize lead context.
Create CRM lead from listing share form submissions
Automatically catch new form submissions from Gravity Forms across form submission fields and Salesforce. Create and update when submissions include listing references, standardized entry dates, or contact emailsβso you can standardize entry dates, find or create contacts, and attach source notes without manual CRM entry.
How this automation creates CRM leads from listing shares
When new listing share form submissions arrive, unlogged entries can lead to lost outreach. This automation captures submission fields, formats the entry date, and finds or creates and updates Salesforce recordsβso your team can act quickly on qualified leads.
Gravity Formsor swap with your favorite app
2.Standardize submission date
Integrate Formatter by Zapier and date formatting tools to transform the entry date field to a standardized date for CRM entry.
Formatter by Zapieror swap with your favorite app
3.Find or create contact
Integrate Salesforce and CRM contact matching tools to find a contact by email or create a new one for the lead record.
Salesforceor swap with your favorite app
4.Update contact and add note
Integrate Salesforce and CRM record tools to update the contact with standardized date and attach the submission source note.
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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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