1.Captures new form submissions
Integrate Growform and form intake tools to trigger lead creation for new submissions.
Create CRM lead and send welcome packet link
Automatically monitor new form submissions across Growform and your lead stack. Get instant SMS and branded welcome links when submissions include phone or emailβso you can create tracked leads, generate shareable welcome links, and alert reps without manual lead capture.
How this automation speeds up lead follow-up
When new form submission arrives, leads can stall while humans build contacts and share welcome details. This automation creates welcome PDFs and branded short links, then adds or updates CRM contacts and sends ClickSend SMSβso your team can follow up same day.
Growformor swap with your favorite app
2.Creates welcome PDF from submission
Integrate Bannerbear, document templating tools, and PDF rendering to map details and create the welcome PDF.
Bannerbearor swap with your favorite app
3.Generates branded short welcome link
Integrate Rebrandly and link tracking tools to convert the PDF URL into a shareable branded short link.
Rebrandlyor swap with your favorite app
4.Adds or updates CRM contact
Integrate LeadConnector and CRM fields to match by email, attach the welcome link, and tag the new lead.
LeadConnectoror swap with your favorite app
5.Logs submission to reporting sheet
Integrate Google Sheets and reporting tables to add a row for date, contacts, and the welcome link.
Google Sheetsor swap with your favorite app
6.Sends SMS welcome message
Integrate ClickSend SMS and messaging tools to send the welcome link when a validated phone is present.
ClickSend SMSor 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.
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