1.Captures new form submission
Integrate Gravity Forms and form submission handling to detect new brochure submissions and start lead creation.
Create CRM leads and assign owners from brochure form
Automatically create CRM leads from brochure form submissions across Gravity Forms, AI by Zapier, HubSpot, Google Sheets, and Gmail. Create and update when new submissions land, so you can route ownership, log lead details, and notify sales without manual data entry.
How this automation creates tracked CRM leads fast
When brochure form submissions arrive without consistent CRM capture, leads get missed and follow-up delays stack up. This automation normalizes UTM sources and creates HubSpot contacts and deals, then logs each lead in Google Sheets and emails salesβso your team can act the same day.
Gravity Formsor swap with your favorite app
2.Normalizes UTM source value
Integrate AI by Zapier and marketing attribution tools to normalize submission UTM and output a HubSpot-ready source value.
AI by Zapieror swap with your favorite app
3.Creates contact and starter deal
Integrate HubSpot and CRM workflows to find or create a contact, then create and assign a starter deal.
HubSpotor swap with your favorite app
4.Adds row to lead log
Integrate Google Sheets and spreadsheet logging to add a timestamped lead row with owner and UTM details.
Google Sheetsor swap with your favorite app
5.Sends sales notification email
Integrate Gmail and email delivery tools to send a sales alert with lead details and a spreadsheet reference.
Gmailor swap with your favorite app
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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