1.Captures new form submission
Integrate Gravity Forms and form mapping tools to map submission fields to lead name, contact, notes, and design file URL fields.
Create CRM leads from custom quote form submissions
Automatically capture quote submissions and map lead fields across Gravity Forms and Odoo ERP Self Hosted. Create CRM leads, extract uploaded design filenames, and route records by attachment presenceβso you can avoid manual data entry.
How this automation creates CRM leads from quote forms
When quote submissions arrive without structured entry, leads get delayed and data stays incomplete. This automation captures Gravity Forms data, branches by attachment presence, extracts filenames, and creates lead records in Odoo ERP Self Hostedβso your team can follow up faster.
Gravity Formsor swap with your favorite app
2.Branches by attachment presence
Integrate Paths by Zapier and workflow routing rules to create separate paths based on design 1, design 2, both, or none.
Paths by Zapieror swap with your favorite app
3.Extracts filenames from uploads
Integrate Code by Zapier and Python tools to accept design file URLs and extract filename outputs into lead filename fields.
Code by Zapieror swap with your favorite app
4.Creates lead record in Odoo
Integrate Odoo ERP Self Hosted and CRM lead fields to create a lead record with mapped details, design upload links, and filenames.
Odoo ERP Self Hostedor 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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