1.Monitor new form submission
Integrate Gravity Forms, form capture tools, and submission mapping to capture payload fields and normalize registrant inputs.
Add training registrants to email audience and CRM
Automatically capture new training registrant form submissions across Gravity Forms and related marketing tools. Create and update contacts, regional notifications, and newsletter subscriptions when new form submission, training registrant added, or consent submittedβso you can tag enrolled contacts, enrich CRM data, and notify owners without manual follow-up.
How this automation accelerates targeted nurture
When new form submission events happen, manual list entry can delay nurture and cause missed outreach windows. This automation captures training registration fields, normalizes location routing, creates or updates ActiveCampaign enrollments, and sends emailsβso your team can start targeted follow-up right away.
Gravity Formsor swap with your favorite app
2.Normalize text transforms
Integrate Formatter by Zapier, data cleaning tools, and field mapping to normalize name casing and standardize referral tokens.
Formatter by Zapieror swap with your favorite app
3.Lookup location routing tag
Integrate Formatter by Zapier, lookup tables, and routing rules to map location to a regional contact recipient and field values.
4.Find or create contact and enrollment
Integrate ActiveCampaign, CRM contact records, and campaign tags to find or create contacts, then add enrollment custom objects.
ActiveCampaignor swap with your favorite app
5.Send contact notification email
Integrate Gmail, email outreach tools, and reporting notes to notify deal owners or regional contacts with a contact summary.
Gmailor swap with your favorite app
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Organize email audiences with automated subscriber updates, list segmentation, and contact cleanup
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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