1.Captures form submission
Integrate Gravity Forms and lead databases to capture submitted preview details and trigger downstream onboarding steps.
Add preview form signups to leads database and enroll
Automatically monitor Gravity Forms form submissions across Gravity Forms, Sub-Zap by Zapier, WordPress, Formatter by Zapier, Zapier Tables, and LearnDash. Create and update when preview request submitted, form entry received, or submission contains emailβso you can send welcome messages, add lead records, and enroll in the preview group without manual follow-up.
How this automation enrolls preview prospects from signups
When preview signups land in a Gravity Forms submission, delays can stall enrollment and revenue. This automation captures preview requests and runs a welcome workflow and updates your Leads table and enrolls usersβso your team can grow previews without manual follow-up.
Gravity Formsor swap with your favorite app
2.Sends welcome messaging
Integrate Sub-Zap by Zapier and email outreach tools to send a welcome message and handle optional subscription actions.
Sub-Zap by Zapieror swap with your favorite app
3.Searches user by email
Integrate WordPress and identity tools to search for an existing user account using the submitted email.
WordPressor swap with your favorite app
4.Computes reminder date
Integrate Formatter by Zapier and scheduling tools to format Now into a reminder date set for outreach.
Formatter by Zapieror swap with your favorite app
5.Finds or creates lead record
Integrate Zapier Tables and spreadsheet-style databases to find or create a lead row and store reminder details.
Zapier Tablesor swap with your favorite app
6.Adds user to preview group
Integrate LearnDash and course enrollment tools to enroll the user into the configured preview group.
LearnDashor swap with your favorite app
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Step 1
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Step 2
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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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