crmgrow integration for lead forms
Capture leads with a multi-step form and have each one added to crmgrow as a contact with tags set, a note attached and an automation assigned. Your follow-up starts before you open the app.
Trusted by lead gen teams and agencies
Capture leads in Growform, follow up from crmgrow
crmgrow is a CRM built for real estate agents and teams, with automations, custom tags and statuses, a pipeline for deals and materials such as videos and PDFs that agents send to prospects. Those tools work on contacts that already exist. Connecting Growform to crmgrow creates the contact as soon as a form is completed, tags it, adds a note with the answers and assigns the automation that fits.
For an agent running paid ads, that removes the gap in which a lead cools. A buyer who completes a four-step form about area, budget, timeframe and financing is in crmgrow within minutes, tagged as a buyer and by ad platform, with an automation already sending the first text. A seller who asks for a valuation is tagged by neighborhood and assigned to the seller sequence. Nothing is typed twice.
Collect up to 2x more leads and send them straight to crmgrow
Growform makes it easy to build multi-step forms that get more leads.
We’ve taken years of experience in conversion rate optimization and landing page best practice and distilled it into an easy-to-use form builder.
Every submission is sent to crmgrow automatically, safely and securely.
A crmgrow form that looks like your brand
Don’t settle for “yet another crmgrow form” – use advanced customization options like custom fonts, background images and color schemes to build a form that looks just like your brand.
A good form is more than just its appearance – it’s about the user experience. Growform ensures your forms are responsive, giving your customers an exceptional experience whether they’re on a desktop or on the go with their mobile device.
If you’re not sure where to start, there’s a template for pretty much every industry!
Available actions
A Growform submission can run these crmgrow actions, alone or in sequence:
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Add Contact
Creates the contact in crmgrow with the name, email, phone and address from the form.
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Add Tag
Applies a tag, for example the lead type or the campaign, which your automations and filters can use.
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Assign Automation
Starts one of your crmgrow automations for the new contact, so the first text or email goes out without a manual step.
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Add Note
Adds the form answers to the contact as a note, so the agent reads the context before calling.
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Create Followup
Schedules a follow-up task for the contact, for example a call the next morning.
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Send Video
Sends one of your crmgrow video materials to the new contact, such as a neighborhood tour or an introduction.
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Update Contact
Updates an existing contact when the same person completes another form.
How does it work?
crmgrow publishes its actions on Zapier, and Growform's New Form Submission trigger feeds them. You connect the two once, map the form fields to crmgrow's contact fields and choose the tags and automation. Each completed form then runs the Zap, and the contact appears in crmgrow within a few minutes.
Three patterns suit it. A solo agent uses one buyer form and one seller form, each assigning a different automation. A team lead puts the agent's name in a hidden field on each agent's landing page, so the tag shows who the lead belongs to. An agent who records video introductions uses the Send Video action to deliver one to every new contact while the enquiry is fresh.
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Step 1: Prepare tags and an automation in crmgrow
Create the tags you want new leads to carry and the automation that should run for them. Having both ready means the mapping is a matter of picking from lists. -
Step 2: Build the form in Growform
Create a free Growform account, start from the real estate template or a blank form, and keep the contact details on the last step so people answer the qualifying questions first. -
Step 3: Connect through Zapier
Choose Growform (Latest) as the trigger and New Form Submission as the event, sign in with the API key from your Growform account page, then add crmgrow's Add Contact action followed by Add Tag and Assign Automation. Submit a test from Preview form, confirm the contact in crmgrow and switch the Zap on.
- Can one form submission run several crmgrow actions?
Yes. A Zap runs its actions in order, so Add Contact can be followed by Add Tag, Add Note and Assign Automation for the same person.
- How does crmgrow know which automation to assign?
You choose the automation when you map the Zap. For different automations by lead type, use one form per type or add a filter step in the Zap that reads the answer.
- Will the contact show where the lead came from?
Yes. Growform's hidden fields capture the UTM source and campaign from the landing page URL, and you can send them to crmgrow as tags or in the note.
- Can I keep unqualified leads out of crmgrow?
Yes. Growform's lead disqualification rules end the form for someone who fails your criteria, and a setting stops those submissions being sent to Zapier.
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