1.Monitors new form submissions
Integrate Gravity Forms and form capture tools to detect new inquiry submissions and trigger lead processing.
Create booking lead and proposal from inquiry form
Automatically watch booking inquiry submissions across Gravity Forms and route lead setup work in Streak. Create and update when proposals generate and replies draft and internal alerts post β so you can capture leads, share links, and follow up the same day without manual reporting.
How this automation turns inquiries into booked-ready proposals
When booking inquiries arrive and no system turns them into leads fast, follow-up slips and opportunities stall. This automation creates CRM booking leads, generates proposal documents, drafts replies, and posts team alertsβso your team can respond same day.
Gravity Formsor swap with your favorite app
2.Creates CRM box for booking lead
Integrate Streak and CRM pipelines to create a new CRM box and map inquiry fields to lead data.
Streakor swap with your favorite app
3.Creates proposal from template
Integrate Google Docs and document templating to create a proposal from a standard inquiry template and return the link.
Google Docsor swap with your favorite app
4.Creates draft reply to submitter
Integrate Gmail and email routing tools to create a draft reply with proposal links and label it for review.
Gmailor swap with your favorite app
5.Posts lead summary to team channel
Integrate Slack and team notifications to post a lead summary plus CRM and proposal document links for triage.
Slackor 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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