1.Monitors new form submissions
Integrate Gravity Forms and form submission parsing tools to capture submission data and map fields to lead source details.
Update existing lead records from form submissions for reps
Automatically detect new form submissions across Gravity Forms and Zendesk Sell. Update existing lead records when matching emails come in, phone fallback triggers, or entries include new message detailsβso you can refresh leads, set owner and source, and prevent duplicate records without manual data entry.
How this automation refreshes your existing leads
When new form submission events happen, leads can go stale and sales can waste time retyping details. This automation captures submission data, finds and updates matching leads, and filters non-matchesβso your team can act on clean CRM records.
Gravity Formsor swap with your favorite app
2.Finds lead by email or phone
Integrate Zendesk Sell and CRM search tools to find an existing lead and map search fields for lookup.
Zendesk Sellor swap with your favorite app
3.Stops when no lead is found
Integrate Filter by Zapier and workflow controls to continue only when a matching lead is returned.
Filter by Zapieror swap with your favorite app
4.Updates lead with latest details
Integrate Zendesk Sell and CRM data mapping to update lead fields, set owner, and set source from the form.
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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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