1.Detect new form submission
Integrate Gravity Forms to trigger when a new submission arrives, so you can start lead intake.
Add short form submissions to your CRM lead records
Automatically monitor new form submissions across Gravity Forms and LeadConnector lead records. Create and update lead records when submissions are received, emails match contacts, or eligibility flags appearβso you can normalize fields, qualify faster, and apply lead tags without manual lead entry.
How this automation adds qualified leads to your CRM
When short-form submissions land in inboxes or scattered tools, leads can stall and qualification gets inconsistent. This automation cleans and normalizes inputs, then add or update contact records and tags in your CRMβso your team can qualify faster with consistent eligibility data.
Gravity Formsor swap with your favorite app
2.Clean and normalize inputs
Integrate Code by Zapier and data mapping tools to clean and normalize submission fields to First and Last values.
Code by Zapieror swap with your favorite app
3.Normalize phone and postal
Integrate Formatter by Zapier and data formatting to map phone to E.164 format and postal code to a clean field.
Formatter by Zapieror swap with your favorite app
4.Add or update lead record
Integrate LeadConnector and CRM lead management to add or update contacts, map fields to custom values, and apply intake tags.
LeadConnectoror swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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