1.Captures new form submission
Integrate Gravity Forms and submission capture tools to collect new entries for deduplicated CRM routing.
Add and deduplicate contact form submissions into CRM
Automatically monitor new Gravity Forms submissions and match them across Salesforce for deduplicated contacts and leads. Automatically create or update Salesforce records and enroll the right record into a campaign without manual list cleanup.
How this automation cleans up duplicates in your CRM
When a new form submission lands, duplicates can pile up and follow-ups get missed. This automation matches by email, updates or creates Salesforce records, and adds them to campaigns—so your team can nurture the right people without cleanup work.
Gravity-Formulareor swap with your favorite app
2.Finds contact by email
Integrate Salesforce and CRM lookup tools to find matching contacts by submitted email for next actions.
Salesforceor swap with your favorite app
3.Updates existing contact
Integrate Salesforce and CRM field mapping tools to update contact details from the matching submission.
4.Adds contact to campaign
Integrate Salesforce and campaign management tools to enroll the matched contact into the configured campaign.
5.Finds lead by email
Integrate Salesforce and CRM lookup tools to search existing leads by the submitted email.
6.Updates existing lead
Integrate Salesforce and CRM field mapping tools to update lead details from the submission.
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Improve CRM data quality with automated duplicate checks, field normalization, and record updates
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.
Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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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