1.Captures new form submission
Integrate Gravity Forms and form submission trackers to capture each new lending signup and map the submission payload to your automation.
Create contact and note from lending form signup
Automatically monitor new form submissions across Gravity Forms and Airtable. Create and update when each lending signup arrives and contacts are matched and notes are loggedβso you can record submissions, build contacts, and forward partner-ready leads without manual lead entry.
How this automation accelerates partner outreach with every signup
When new lending form submissions land but leads stay untracked, response time drops and outreach suffers. This automation captures each submission, creates and links Airtable records, and posts the lead to a partner endpointβso your team can act fast.
Gravity Formsor swap with your favorite app
2.Creates submission record
Integrate Airtable and data mapping tools to create a row in Form Submissions for each entry and store mapped submission fields.
Airtableor swap with your favorite app
3.Finds or creates contact
Integrate Airtable and contact databases to match by email and create a new contact in All Contacts when no match is found.
4.Waits one minute for sync
Integrate Delay by Zapier and workflow timing controls to pause briefly so contact records can propagate before downstream linking.
Delay by Zapieror swap with your favorite app
5.Creates intake note
Integrate Airtable and note-taking records to create a row in Notes and link it to the matched contact with a mapped summary.
6.Posts lead to partner endpoint
Integrate Webhooks by Zapier and outreach ingestion tools to POST the contact and campaign fields to the external partner endpoint.
Webhooks by Zapieror 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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