1.Detect new quote form submission
Integrate Gravity Forms and form data routing tools to capture each new quote submission and pass fields into the workflow.
Create CRM lead and request ticket from quote form
Automatically monitor new quote form submissions across Gravity Forms and Zapier. Create and update CRM contacts and request cases and optionally send payloads when newsletter opt-in, no email match, or form details arriveβso you can qualify leads, log requests, and route follow-up without manual reporting.
How this automation creates sales-ready cases
When quote submissions arrive with newsletter opt-in signals, leads can stall and request details get missed. This automation monitors Gravity Forms submissions, filters opt-ins, and creates Salesforce contacts and casesβso your team can respond with complete lead context.
Gravity Formsor swap with your favorite app
2.Check newsletter opt-in eligibility
Integrate Filter by Zapier and data filtering tools to evaluate the opt-in field and continue only for qualifying records.
Filter by Zapieror swap with your favorite app
3.Find or create account and contact
Integrate Salesforce and CRM enrichment tools to match by email and create a new contact with mapped fields.
Salesforceor swap with your favorite app
4.Create case from quote request
Integrate Salesforce and ticketing workflows to create a case with the quote summary, origin, language, and owner queue.
5.Post request data to endpoint
Integrate Webhooks by Zapier and endpoint integrations to POST account id, contact email, and source URL payloads.
Webhooks by Zapieror swap with your favorite app
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
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Rishi Shah, CEO and Co-Founder
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