1.Catches new quote submission
Integrate Gravity Forms and form field mapping to catch submissions and map contact and policy preferences to lead inputs.
Add quote form leads to your lead table
Automatically catch new quote submissions from Gravity Forms across lead management apps. Create and update broker-ready lead records when submissions arrive or health ratings mapβso you can capture contact details, standardize health profiles, and log quote request source without manual reporting.
How this automation structures quote request leads
When a new quote submission comes in, delays can break the quoting flow. This automation catches Gravity Forms submissions, translates health ratings with a lookup table, and creates Leads table recordsβso your team can quote faster.
Gravity Formsor swap with your favorite app
2.Looks up health profile description
Integrate Formatter by Zapier and lookup tables to translate health rating responses into standardized health profile descriptions.
Formatter by Zapieror swap with your favorite app
3.Creates lead table record
Integrate Zapier Tables and data mapping to create a Leads row, map fields, and set source to website form.
Zapier Tablesor 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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