Using Notion + Zapier + Gravity Forms as a Simple CRM

Matt from Gravity Forms is back with another video, demonstrating how to connect Gravity Forms to a sales CRM in Notion, creating a simple sales CRM. He understands that freelancers and agency owners often face challenges when setting up processes for managing leads. In his experience, many small businesses lack a structured method for following up on important leads and often do not have a CRM in place, which can be a foreign concept to them.

Matt notes that popular sales CRMs like HubSpot and Salesforce can be overwhelming and unaffordable for small business owners. However, Notion fills this gap by allowing users to customize their database structure and offering a free option. For most customers, who may not receive a high volume of leads but still find them significant, Notion provides a tailored solution.

In the video, Matt plans to pipe sales leads from Gravity Forms into Notion using Zapier. He begins with a simple overview and fills out a contact form, entering a business email and a budget of $50,000, along with a comment for testing purposes. He emphasizes that users can add as many fields as needed for themselves or their clients.

After submitting the form, Matt explains that Gravity Forms is connected to Zapier, which facilitates a straightforward two-step process to link the Gravity Forms fields—name, budget, business email, company, and comments—to the Notion database. He then shows the lead that has been successfully sent to Notion, complete with the estimated budget and assigned email address.

Matt highlights the importance of contacting this lead promptly, as it is marked with high priority.