1.Captures new form submission
Integrate Gravity Forms and form field mapping to capture incoming submissions and map them to source fields for enrichment.
Create contact, account and lead from form submissions
Automatically capture new form submissions across Gravity Forms and route enriched lead details using Zapier Tables, AI by Zapier, monday.com, and Microsoft Outlook. Create and update contact, account, and lead records when submissions arrive or venues matchβso you can email coordinators and keep pipeline moving without manual review.
How this automation creates cleaner lead records
When new form submissions arrive, slow triage can delay follow-up and onboarding for event leads. This automation captures submissions, matches venues, creates or updates contact and lead records, and emails coordinators for no matchβso your team can respond fast.
Gravity Formsor swap with your favorite app
2.Finds matching venue records
Integrate Zapier Tables and data lookup tools to search the configured venue list by venue name and return candidate metadata.
Zapier Tablesor swap with your favorite app
3.Identifies exact or no match
Integrate AI by Zapier and text matching to send the venue name to a prompt and return a single matched venue or no match.
AI by Zapieror swap with your favorite app
4.Creates and updates contact and lead records
Integrate monday.com and CRM boards to create or update contacts, create lead items, link accounts, and set lead source.
monday.comor swap with your favorite app
5.Sends review email on no match
Integrate Microsoft Outlook and email templates to send submission summaries to the events mailbox so coordinators can review.
Microsoft Outlookor 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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