1.Monitors new form submission
Integrate Gravity Forms and form tools to capture each mobile contact submission and trigger the workflow.
Add mobile contact form leads to CRM and notify location
Automatically monitors Gravity Forms new form submission payloads across Webhooks by Zapier and Gleantap. Create and update CRM records, post engagement data, and notify the right location inboxβso you can respond faster without manual follow-up.
How this automation routes new leads to the right inbox
When mobile contact submissions arrive without instant follow-through, leads can stall and outreach gets delayed. This automation triggers on Gravity Forms, posts data to an engagement endpoint, creates or updates Gleantap records, and sends location specific email notificationsβso your team can respond at the right moment.
Gravity Formsor swap with your favorite app
2.Posts payload to engagement endpoint
Integrate Webhooks by Zapier and API tools to forward submission fields to your engagement endpoint for outreach context.
Webhooks by Zapieror swap with your favorite app
3.Creates or updates customer record
Integrate Gleantap and CRM records to match by email and create or update a customer with mapped contact details.
Gleantapor swap with your favorite app
4.Sends location specific email notification
Integrate SMTP by Zapier and email delivery tools to notify the correct location inbox with lead details and CRM link.
SMTP by Zapieror swap with your favorite app
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Step 1
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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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