1.Captures new form submission
Integrate Gravity Forms and form field mapping to map submission fields into contact and job inputs for CRM data entry.
Create or update CRM contact and job from form
Automatically capture new form submission payloads across Gravity Forms, Zapier Tables, JobNimbus, and Webhooks by Zapier. Create and update when submission is received, email provided, or address is validβso you can create CRM contacts, update job records, and enrich website lead metadata without manual data entry.
How this automation creates verified CRM records
When new form submissions arrive, delays can cause missed follow-up and messy CRM data. This automation captures submission fields, translates status codes, creates or updates contacts and jobs, and posts lead metadataβso your team can keep CRM records accurate.
Gravity Formsor swap with your favorite app
2.Translates intake status code
Integrate Zapier Tables and lookup data to map submission status codes to status names for job status updates.
Zapier Tablesor swap with your favorite app
3.Finds or creates the contact
Integrate JobNimbus and contact search tools to find by email or phone and create a contact when no match exists.
JobNimbusor swap with your favorite app
4.Finds or updates the job
Integrate JobNimbus and CRM job records to find by contact and address, then update status and dates or create a new job.
5.Posts lead metadata to website
Integrate Webhooks by Zapier and website endpoints to send contact and job IDs with status and notes for enrichment.
Webhooks by Zapieror 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.
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