1.Monitor new form submission
Integrate Gravity Forms and form capture tools to detect each new quote entry to extract submission fields for the lead record.
Add website quote requests to client lead table
Automatically monitor quote submissions across Gravity Forms and Zapier Tables. Create and update lead records when quote form submitted, entry fields completed, or new entry receivedβso you can normalize dates, map service tags, and store lead notes without manual data entry.
How this automation adds client lead records
When quote form submissions arrive, delays can break follow-up because dates and fields stay inconsistent. This automation formats entry dates and creates normalized lead records in your Zapier Tables lead tableβso your team can respond with complete client details.
Gravity Formsor swap with your favorite app
2.Formats submission date
Integrate Formatter by Zapier and date formatting tools to format the entry date to MM slash DD slash YY to normalize the date field.
Formatter by Zapieror swap with your favorite app
3.Creates lead table record
Integrate Zapier Tables and lead table workflows to create a new row and map formatted dates, services, and notes to the right fields.
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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