1.Triggers on new form submissions
Integrate Gravity Forms to capture each new submission payload and tracking fields to start lead validation.
Create validated CRM lead from web form submissions
Automatically capture new form submissions across Gravity Forms, Salesforce, and Google Sheets. Create and validate leads when new form submission arrives, lead form entry submits, or Gravity Form entry is receivedβso you can create lead records, update the central leads sheet, and notify the outreach team without manual data entry.
How this automation creates validated CRM leads
When new form submissions arrive, lead records can sit incomplete and slow outreach. This automation captures form payloads, finds or creates Salesforce leads, updates Google Sheets rows, and notifies the outreach teamβso your team can follow up faster.
Gravity Formsor swap with your favorite app
2.Finds or creates lead records
Integrate Salesforce and CRM enrichment tools to search by submission ID or email and map fields to create validated leads.
Salesforceor swap with your favorite app
3.Looks up the central leads row
Integrate Google Sheets and reporting systems to lookup the worksheet by submission unique ID to determine update versus append.
Google Sheetsor swap with your favorite app
4.Updates or creates worksheet rows
Integrate Google Sheets and data mapping to update existing rows or append new ones with lead and attribution fields.
5.Sends SMS lead notifications
Integrate Twilio and notification workflows to send a lead summary by SMS to configured team numbers for new leads.
Twilioor swap with your favorite app
6.Makes call lead notifications
Integrate Twilio and voice alert tools to place an optional call notification with a brief lead alert 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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