1.Monitors new form submission
Integrate Gravity Forms and form field mapping to pull the entry and map submission fields to lead fields for CRM entry.
Create CRM leads from event and site form submissions
Automatically map new form submissions across Gravity Forms, Formatter by Zapier, Paths by Zapier, and Salesforce. Create and update CRM lead records when form submissions are captured, when routing keywords are parsed, or when submissions qualifyβso you can assign owners, tag sources, and save submission notes without manual data entry.
How this automation creates CRM leads faster
When new form submissions arrive, manual CRM data entry can slow down follow-up and cause missed opportunities. This automation maps submission fields, parses source routing keywords and routes ownership, then creates Salesforce Lead records and sets submission notesβso your team can respond quickly.
Gravity Formsor swap with your favorite app
2.Extracts page keyword
Integrate Formatter by Zapier and URL parsing tools to derive a routing keyword from the source or page field for ownership.
Formatter by Zapieror swap with your favorite app
3.Routes by parsed keyword
Integrate Paths by Zapier and routing rules to set lead owner and lead source label based on the parsed keyword for qualification.
Paths by Zapieror swap with your favorite app
4.Creates Salesforce lead
Integrate Salesforce and CRM record creation to create a Lead, assign owner, set record type, and store submission notes.
Salesforceor 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.
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