1.Captures new form submissions
Integrate Gravity Forms and form capture tools to map enquiry fields to lead inputs, including names, email, phone, and interest.
Create lead records from course form submissions for admissions team
Automatically capture course enquiry submissions across Gravity Forms, Zapier, and Salesforce. Create and update CRM leads when enquiry submissions arrive, course enquiries include an email, or new form submissions appearβso you can format dates, filter test noise, and create duplicate safe leads without manual CRM data entry.
How this automation creates qualified CRM leads
When new form submissions arrive, slow or manual data entry can delay outreach and cause messy duplicates. This automation captures enquiry inputs, filters qualifying submissions and formats dates, then creates Salesforce lead recordsβso your team can follow up fast.
Gravity Formsor swap with your favorite app
2.Filters qualifying submissions
Integrate Filter by Zapier and data validation tools to continue only when the submission source URL passes your rules.
Filter by Zapieror swap with your favorite app
3.Formats date and time fields
Integrate Formatter by Zapier and date formatting tools to output ISO and UTC formatted visit date fields for CRM mapping.
Formatter by Zapieror swap with your favorite app
4.Creates Salesforce lead records
Integrate Salesforce and CRM record creation tools to create leads, map formatted fields, set lead source, and block duplicates by exact email.
Salesforceor swap with your favorite app
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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.
See how teams are automating with Zapier (and loving it!)
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