1.Captures new form submission
Integrate Gravity Forms and form submission fields to capture contact data to create routed CRM leads.
Create location-routed CRM leads from website contact forms
Automatically capture new form submissions across Gravity Forms, Zapier Filter, OrbisX, and Email by Zapier. Create and update when form submissions arrive, location text is provided, or routing cannot be determinedβso you can create leads, assign owners, and alert ops without manual data entry.
How this automation protects your lead pipeline
When new website contact submissions arrive without a reliable region, delays can stall follow up and waste ops time. This automation captures form fields, routes by location, creates OrbisX leads, and sends fallback alertsβso your team can act quickly.
Gravity Formsor swap with your favorite app
2.Routes by location value
Integrate Filter by Zapier and location rules to evaluate the location field and continue down the matching branch.
Filter by Zapieror swap with your favorite app
3.Creates and assigns CRM lead
Integrate OrbisX and CRM mapping tools to create a lead with contact fields, vehicle details, and lead notes.
OrbisXor swap with your favorite app
4.Sends fallback routing alert
Integrate Email by Zapier and ops inbox alerts to send a fallback message when routing cannot be determined.
Email by Zapieror 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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