1.Captures new quotation entry
Integrate Gravity Forms and form submission capture to trigger downstream lead routing.
Add quotation form responses to monthly lead sheet
Automatically capture new quotation form submissions across Gravity Forms and route them using Code by Zapier, Paths by Zapier, and Google Sheets. Create and update monthly lead rows when quotation submitted, submission date set, or tracking id providedβso you can standardize lead data, preserve attribution, and route entries without manual spreadsheet updates.
How this automation routes monthly leads fast
When new quotation form submissions land, delayed sheet updates can slow follow-up and blur campaign attribution. This automation monitors Gravity Forms submissions and computes a month key, routes the entry, and creates a standardized Google Sheets lead rowβso your team can act faster.
Gravity Formsor swap with your favorite app
2.Calculates month year worksheetName
Integrate Code by Zapier and JavaScript to compute the MM-YYYY worksheetName from the submission date.
Code by Zapieror swap with your favorite app
3.Routes to the matching month path
Integrate Paths by Zapier to apply month key rules and continue only for qualifying worksheetName values.
Paths by Zapieror swap with your favorite app
4.Creates the monthly lead row
Integrate Google Sheets and spreadsheet row creation to map fields and add a standardized lead row.
Google Sheetsor swap with your favorite app
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