1.Detect new form submission
Integrate Gravity Forms and form submission triggers to extract core submission fields to centralize lead intake data.
Add form inquiries to CRM and record leads
Automatically monitor new form submissions across Gravity Forms and central CRM import workflows. Notify marketing ops when CRM delivery fails so you can create leads, log status, and format reporting fields without manual reporting.
How this automation scales your lead capture
When new form submissions are not reliably delivered to your CRM, lead intake stalls and follow-up gets delayed. This automation posts submissions to a CRM import endpoint, writes tracking and failed leads to Google Sheets, and notifies marketing ops on delivery failuresβso you can recognize leads sooner.
Gravity Formsor swap with your favorite app
2.Post to CRM import endpoint
Integrate Webhooks by Zapier and CRM import workflows to POST contact mappings to your CRM import endpoint to deliver leads.
Webhooks by Zapieror swap with your favorite app
3.Format month code for reporting
Integrate Formatter by Zapier and reporting systems to format entry date into month code for consistent sheet columns.
Formatter by Zapieror swap with your favorite app
4.Branch on CRM delivery response
Integrate Filter by Zapier and routing logic to branch on the CRM response so success and failure paths stay separate.
Filter by Zapieror swap with your favorite app
5.Create spreadsheet row
Integrate Google Sheets and spreadsheet tracking to create rows for delivered leads and write failures to a failed leads worksheet.
Google Sheetsor swap with your favorite app
6.Send channel alert on failure
Integrate Slack and team communication tools to send marketing ops a failure alert with key fields and CRM response text.
Slackor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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