1.Monitor new form submissions
Integrate Gravity Forms to catch the new intake entry and pass submission fields into the workflow for intake processing.
Add intake form leads to database and notify team
Automatically detect new intake form submissions across Gravity Forms. Get instant alerts when qualifying case types arrive, location details are captured, or reviewer review is neededβso you can create intake records, update marketing contacts, and notify reviewers without manual intake review.
How this automation speeds up intake review
When new intake submissions land without a consistent process, reviewers waste time sorting entries and updating records. This automation captures submissions, creates intake records, updates contacts, and notifies reviewers with a linkβso your team can review faster.
Gravity Formsor swap with your favorite app
2.Create intake record
Integrate Zapier Tables to find the state mapping and create a new intake record with normalized location and timestamp data.
Zapier Tablesor swap with your favorite app
3.Create or update contact
Integrate Constant Contact and marketing lists to add the contact details with consent and tag them for nurture.
Constant Contactor swap with your favorite app
4.Send channel message
Integrate Slack to post a compact submission summary and a link to the intake record for reviewers.
Slackor swap with your favorite app
5.Send reviewer email
Integrate Gmail to send a reviewer notice with the mapped summary and the intake record link for manual review.
Gmailor 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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