1.New form submission detected
Integrate Gravity Forms and form field mapping tools to extract timestamps and core fields to prepare worksheet-ready lead data.
Add website form submissions to central marketing sheet
Automatically monitor new form submissions across Gravity Forms. Create and update when qualifying submissions include contact details, new messages are received, or duplicates are detectedβso you can add lead rows, standardize fields, and keep reporting current without manual tracking.
How this automation captures leads in your tracker
When new form submissions arrive, unmanaged entries can create messy records and slow follow-up. This automation extracts submission fields and filters qualifying records and adds standardized rows to Smartsheetβso your team can review leads without manual tracking.
Gravity Formsor swap with your favorite app
2.Qualifying submissions filtered
Integrate Filter by Zapier and data validation tools to exclude blank or test entries and deduplicate by email to pass only actionable leads.
Filter by Zapieror swap with your favorite app
3.Lead row added to tracking sheet
Integrate Smartsheet and worksheet tools to add a new row at the top and map contact and notes columns to track leads.
Smartsheetor 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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