1.Monitor new form submission
Integrate Gravity Forms and form intake tools to capture seller submissions and start lead processing.
Create or update CRM leads from seller form submissions
Automatically monitor new seller form submissions across Gravity Forms and Salesforce. Create or update CRM leads, create follow-up tasks, and add records to your tracking campaignβso you can act fast and avoid manual data entry and follow-up delays.
How this automation creates lead follow-up faster
When new seller form submissions arrive, delays can pile up in CRM and follow-up breaks timing. This automation looks up matching records, creates or updates Salesforce leads and contacts, creates owner tasks, and adds them to a tracking campaignβso your team can respond immediately.
Gravity Formsor swap with your favorite app
2.Lookup matching CRM records
Integrate Sub-Zap by Zapier and data matching tools to run a lookup and determine whether a contact or lead exists.
Sub-Zap by Zapieror swap with your favorite app
3.Create a new lead when needed
Integrate Salesforce and CRM field mapping tools to create a Lead and map source fields, consent, and lead type.
Salesforceor swap with your favorite app
4.Update existing contact details
Integrate Salesforce and CRM field mapping tools to update Contact fields using mapped source values and opt-in settings.
5.Create an owner task for follow-up
Integrate Salesforce and task routing tools to create a Task and populate Who and What plus the submission message.
6.Add lead or contact to tracking campaign
Integrate Salesforce and campaign reporting tools to add the Lead or Contact to the tracking campaign for visibility.
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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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