1.Monitor new form submissions
Integrate Gravity Forms and form analytics to receive each new estimate submission and expose the entry fields for logging.
Add estimate form leads to your outbound dialing list
Automatically capture new estimate form submissions across Gravity Forms and Google Sheets. Create spreadsheet rows and outbound dialing contacts when phone numbers and lead details appearβso you can log requests, speed same-day calls, and reduce manual data entry without paperwork.
How this automation sets up same-day dialing from estimates
When new estimate requests arrive, delays can cost calls that happen the same day. This automation captures submissions, creates lead rows, and provisions dialing contactsβso your team can reach leads fast without manual copy-paste.
Gravity Formsor swap with your favorite app
2.Creates spreadsheet row
Integrate Google Sheets and reporting systems to map submission fields into timestamp, name, email, phone, address, and notes columns.
Google Sheetsor swap with your favorite app
3.Creates contact in dialing
Integrate PhoneBurner and contact management to create a dialing contact with names, email, phone, address, and source context.
PhoneBurneror swap with your favorite app
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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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