1.Captures new form submission
Integrate Gravity Forms and form capture tools to capture submission payload and source fields to start prospect intake.
Add form contacts to marketing CRM and notify team
Automatically monitor new form submissions across Gravity Forms and route leads through Google Sheets lookup logic. Create and update CRM prospects in Pardot and post Slack intake summaries when form entries arrive, emails are submitted, or page URLs matchβso you can boost campaign assignment and speed up follow-up without manual paperwork.
How this automation accelerates your lead follow-up
When new form submissions hit Gravity Forms, leads can wait while someone maps campaigns and prepares outreach. This automation creates prospects and posts intake highlights and list assignmentsβso your team can follow up faster.
Gravity Formsor swap with your favorite app
2.Resolves campaign and list mapping
Integrate Google Sheets and analytics tools to look up the worksheet row and return campaign or list fallback values to route leads.
Google Sheetsor swap with your favorite app
3.Finds or creates the prospect
Integrate Pardot and CRM field mapping tools to find or create a prospect and set campaign and conversion point to track form leads.
Pardotor swap with your favorite app
4.Adds prospect to target list
Integrate Pardot and marketing lists to add the prospect to the target list using the sheet lookup or default list to enable targeting.
5.Notifies team with intake highlights
Integrate Slack and team communication tools to post a message with mapped highlights to notify campaign managers instantly.
Slackor swap with your favorite app
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Step 1
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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
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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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