1.Captures new form submission
Integrate Gravity Forms to map name, email, phone, and message into CRM-ready lead fields to capture submission details.
Create lead and note from contact form submission
Automatically capture new Gravity Forms submissions across Gravity Forms and Zapier Tables, then create CRM leads in Zoho CRM. Get matching owner assignments when submissions arrive, new inquiries are submitted, or owner hints are includedβso you can create leads, add notes, and protect follow-up quality without manual data entry.
How this automation creates leads from contact form submissions
When new Gravity Forms form submissions arrive, reps lose context and owners miss timely follow-up. This automation captures submission data, finds the right owner, and creates Zoho CRM leads and notesβso your team can respond fast with complete details.
Gravity Formsor swap with your favorite app
2.Finds matching owner record
Integrate Zapier Tables, lookup tables, and data mapping to search the owner key and return the matched owner to find the right identifier.
Zapier Tablesor swap with your favorite app
3.Creates CRM lead
Integrate Zoho CRM, CRM fields, and campaign source mapping to create a lead with the lookup owner or a default owner to register new leads.
Zoho CRMor swap with your favorite app
4.Creates linked CRM note
Integrate Zoho CRM, note templates, and message content mapping to create a lead-linked note with the original subject and message to preserve context.
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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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