1.Detect new form submission
Integrate Gravity Forms and form mapping tools to map submission fields to lead contact fields.
Create brochure lead and email brochure to requester
Automatically monitor new brochure form submissions across Gravity Forms and capture contact details across Gravity Forms. Send qualified brochure emails when regional postcodes qualify, vehicle models get normalized, or vehicle segments are classifiedβso you can create CRM leads, map canonical vehicles, and assign sales owners without manual routing.
How this automation qualifies your brochure leads
When new brochure form submissions come in, unqualified territory leads and messy vehicle details can stall follow-up. This automation maps contact fields, filters regional postcodes, normalizes vehicle models, classifies segments, and creates CRM leads and sends brochure emailsβso your team can respond faster.
Gravity Formsor swap with your favorite app
2.Filter qualifying regional postcodes
Integrate Filter by Zapier and routing rules to continue only for local-region brochure requests.
Filter by Zapieror swap with your favorite app
3.Normalize vehicle model variants
Integrate Formatter by Zapier and lookup tables to normalize model text and map to a canonical vehicle model.
Formatter by Zapieror swap with your favorite app
4.Classify vehicle segment
Integrate ChatGPT (OpenAI) and classification inputs to assign a vehicle segment from the canonical model details.
ChatGPT (OpenAI)or swap with your favorite app
5.Post create lead payload
Integrate Webhooks by Zapier and CRM payload tools to create a new lead with contact and vehicle fields.
Webhooks by Zapieror swap with your favorite app
6.Send brochure email
Integrate SendGrid and email templates to send the brochure email and include the canonical model name.
SendGridor swap with your favorite app
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Step 1
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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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