1.Capture new form submission
Integrate Gravity Forms and form mapping tools to capture the submission and extract core fields for lead enrichment.
Create and enrich new lead from client form
Automatically monitor new form submissions across Gravity Forms and email workflows. Send instant lead summaries when submissions arrive, so you can create contacts, update lead details, and notify sales without manual follow-up.
How this automation enriches new leads
When new form submissions arrive, delays can leave sales without context and leads unassigned. This automation captures entries, creates or updates contacts and leads, updates phone numbers, and sends internal notifications—so you can follow up immediately.
Gravity Formsor swap with your favorite app
2.Create or update contact
Integrate Ontraport and CRM list tools to create or update a contact, set the contact category, and return the contact identifier.
Ontraportor swap with your favorite app
3.Find or create lead
Integrate Close and lead matching tools to search by email and phone, then create a lead when no match is found.
Closeor swap with your favorite app
4.Update lead contact phones
Integrate Close and contact data tools to add phone numbers to the lead instead of replacing existing numbers.
5.Create note with form context
Integrate Close and note-taking tools to append a plain-text note with key mapped form answers for first-contact context.
6.Send internal sales notification
Integrate Email by Zapier and internal messaging tools to notify the configured sales address with a lead summary and CRM link.
Email by Zapieror swap with your favorite app
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Strengthen lead quality with automated profile updates, field completion, and qualification routing
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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