1.Catches new form submission
Integrate Gravity Forms and form field extraction tools to capture submission details and key lead magnet fields.
Add lead magnet signups to marketing audience and CRM
Automatically capture new form submissions across Gravity Forms, HubSpot, Mailchimp, Mailchimp Transactional, and Gmail. Create and update when form submission arrives, downloadable asset is selected, or submitter email is capturedβso you can update contacts, sync subscribers, and deliver thank-you emails without manual follow-up.
How this automation accelerates lead magnet follow-up
When new form submissions arrive for a specific lead magnet, delays can cause lost conversions. This automation extracts signup fields and updates HubSpot contacts, syncs Mailchimp subscribers and tags, sends the transactional thank-you, and notifies marketing ownersβso your team responds fast.
Gravity Formsor swap with your favorite app
2.Creates or updates contact
Integrate HubSpot and CRM mapping tools to match by email and update contact properties from the submission.
HubSpotor swap with your favorite app
3.Adds or updates subscriber
Integrate Mailchimp and audience tagging tools to add or update subscribers with the lead magnet tag.
Mailchimpor swap with your favorite app
4.Sends template thank-you email
Integrate Mailchimp Transactional and email templating tools to send the downloadable thank-you immediately.
Mailchimp Transactionalor swap with your favorite app
5.Sends internal owner notification
Integrate Gmail and notification formatting tools to email marketing owners a submission summary with asset and contact email.
Gmailor 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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