1.Pull new submission payload
Integrate Gravity Forms and form submission data to map contact details and UTM fields for lead variables.
Create CRM lead records from patient web submissions
Automatically capture patient web submissions across Gravity Forms, AI by Zapier, Formatter by Zapier, Salesforce, URL Shortener by Zapier, and SendGrid. Create and update when referral date updates, region routes, or opt-in consent appearsβso you can create lead records, attach marketing tracking, and notify clinic owners without manual data entry.
How this automation creates CRM lead records
When new patient web submissions arrive, delayed manual entry can slow intake and miss routing rules. This automation captures submission data, transforms dates, maps regions, creates Salesforce records, and notifies clinic ownersβso your team can stay on top of every referral.
Gravity Formsor swap with your favorite app
2.Convert timestamp to referral date
Integrate AI by Zapier and transformation tools to convert the submission timestamp into a reusable referral date.
AI by Zapieror swap with your favorite app
3.Map region to service owner
Integrate Formatter by Zapier and mapping tables to route each submission by province and region.
Formatter by Zapieror swap with your favorite app
4.Create and attach CRM records
Integrate Salesforce and CRM record tools to create Leads and attach marketing tracking, and optionally consent records.
Salesforceor swap with your favorite app
5.Shorten clinic update URL
Integrate URL Shortener by Zapier and link tools to build and shorten a Lead update URL for owners.
URL Shortener by Zapieror swap with your favorite app
6.Email clinic owners with updates
Integrate SendGrid and email templates to notify the mapped clinic owners with a lead summary and link.
SendGridor swap with your favorite app
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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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