1.Monitor new form submission
Integrate Gravity Forms and form routing to capture incoming submission fields for lead creation.
Create CRM leads from website product enquiry forms
Automatically capture product enquiry submissions across Gravity Forms and enrich fields with Formatter by Zapier, then create CRM leads in Salesforce. Get instant-ready records when new submission arrives or enquiry is submitted or fields postβso you can populate product group picks, protect lead descriptions, and start nurture without manual data entry.
How this automation creates CRM-ready leads
When new product enquiry submissions land in Gravity Forms, delays can slow segmentation and nurture. This automation captures the submission, normalizes product fields, truncates long comments, and creates Salesforce lead recordsβso your team can act fast.
Gravity Formsor swap with your favorite app
2.Normalize product selection values
Integrate Formatter by Zapier and text formatting tools to clean product values and map them to a multi-select field.
Formatter by Zapieror swap with your favorite app
3.Truncate enquiry description text
Integrate Formatter by Zapier and data validation checks to shorten long enquiry text for a description field.
4.Create lead in Salesforce
Integrate Salesforce and CRM field mapping to create a lead record and store source and product group picks.
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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