1.Captures new form submission
Integrate Gravity Forms and form data fields to map submission values and capture contact details to prepare lead entry.
Create leads and customer notes from contact forms
Automatically monitor new contact form submissions across Gravity Forms and Zoho CRM. Create and update CRM records and attach notes when submissions include contact details or message contentβso you can capture leads, add context, and follow up without manual data entry.
How this automation captures leads from contact forms
When new contact form entries arrive, delays can break follow-up and context. This automation captures submissions and finds contacts, then it creates notes and updates CRM recordsβso your team can follow up faster.
Gravity Formsor swap with your favorite app
2.Finds contact by email
Integrate Zoho CRM and CRM lookup tools to search Contacts by email and determine match status to route the flow.
Zoho CRMor swap with your favorite app
3.Creates note on contact
Integrate Zoho CRM and note-writing tools to create a Note on the Contact and attach the submission message to add context.
4.Updates contact fields
Integrate Zoho CRM and CRM field mapping tools to update the Contact record with mapped fields and campaign values to keep data current.
5.Creates lead when missing
Integrate Zoho CRM and lead setup tools to create a new Lead with mapped fields to capture new demand.
6.Attaches note to new lead
Integrate Zoho CRM and CRM notes tools to create a Note attached to the new Lead to preserve the full submission message.
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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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