1.Captures form submission data
Integrate Gravity Forms and form mapping tools to capture mapped fields for requester name, email, phone, tour, and start date.
Create or update customer ticket from form submission
Automatically monitor new form submissions across Gravity Forms and analytics apps. Create and update HubSpot tickets from submissions and traveler line items — so you can capture booking context, route requests faster, and keep support replies consistent without manual ticketing.
How this automation creates tickets from form intake
When new form submissions arrive, delays can cause missed bookings and slower replies. This automation captures booking fields, formats and searches for matches, then creates or updates HubSpot tickets and upserts associated contacts—so your team can respond with complete context.
Gravity Formsor swap with your favorite app
2.Normalizes and validates booking details
Integrate Formatter by Zapier and data cleansing to format phone numbers and normalize requested dates to start dates.
Formatter by Zapieror swap with your favorite app
3.Searches for matching ticket
Integrate HubSpot and CRM search to find a ticket by tour identifier, start date, and submitter email.
HubSpotor swap with your favorite app
4.Creates or updates the ticket
Integrate HubSpot and ticket records to update an existing ticket with notes or create a new ticket from form data.
5.Extracts traveler line items
Integrate Code by Zapier and parsing tools to split traveler emails and names into ticket-associated line items.
Code by Zapieror swap with your favorite app
6.Loops through traveler items
Integrate Looping by Zapier and iteration tools to process each traveler line item for contact upserts.
Looping by Zapieror swap with your favorite app
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Convert support emails into trackable tickets with automated ticket creation, priority routing, and record updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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