1.Detect new form submission
Integrate Gravity Forms and form processing tools to capture submission data and extract recipient email and name for your welcome email.
Send welcome email for new customer form submissions
Automatically monitor new form submissions across Gravity Forms, Formatter by Zapier, and Mailchimp Transactional. Send welcome emails when signup email arrives, new customer details are captured, or a submission is readyβso you can normalize fields, populate merge data, and deliver transactional messages without manual follow-up.
How this automation sends welcome emails at scale
When new form submissions happen, customers can wait for a welcome message and teams end up repeating manual data prep. This automation captures signup details, normalizes fields, and sends a Mailchimp Transactional templateβso your team can deliver consistent onboarding communication.
Gravity Formsor swap with your favorite app
2.Normalize name and phone fields
Integrate Formatter by Zapier and data formatting tools to normalize name and phone fields for email merge compatibility.
Formatter by Zapieror swap with your favorite app
3.Send transactional welcome email
Integrate Mailchimp Transactional and email template tools to map recipient details to merge tags and send your welcome message.
Mailchimp Transactionalor swap with your favorite app
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
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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