1.Captures new form submission
Integrate Gravity Forms and form mapping tools to map submission fields into variables for later contact and deal steps.
Create sales record and assign owner from request form
Automatically capture new form submissions across Gravity Forms and map them to the right owner using Bigin by Zoho CRM. Automatically create or update contacts and create pipeline deals when submissions arrive or language preferences differ or suggested closing dates are generatedβso you can speed up CRM entry and routing without manual data entry.
How this automation creates sales records
When new form submissions arrive, delays can stall follow-up and pipeline creation. This automation captures submission fields, formats closing dates, routes by language, and creates contacts and dealsβso your team can act immediately.
Gravity Formsor swap with your favorite app
2.Formats requested and closing dates
Integrate Formatter by Zapier and date utilities to format requested date and calculate a suggested closing date for the deal.
Formatter by Zapieror swap with your favorite app
3.Routes by language preference
Integrate Paths by Zapier and routing rules to send each request to the configured language owner path or fallback path.
Paths by Zapieror swap with your favorite app
4.Creates or updates contact
Integrate Bigin by Zoho CRM and CRM deduplication to match by email and return the contact lookup for the deal step.
Bigin by Zoho CRMor swap with your favorite app
5.Creates pipeline deal
Integrate Bigin by Zoho CRM and pipeline configuration to create a deal with owner, stage, amount, closing date, and details.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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