1.Monitors new form submission
Integrate Gravity Forms and web form capture tools to detect new download submissions and map contact fields to CRM-ready values.
Create CRM lead and task from download form
Automatically monitor new form submissions from Gravity Forms across Gravity Forms, Formatter by Zapier, Storage by Zapier, Google Sheets, Gmail, and HubSpot. Create and update CRM contacts, deals, and follow-up tasks when download entries submit, interest fields map, or lead details changeβso you can log submissions, notify the team, and keep follow-up moving without manual follow-up.
How this automation accelerates your lead follow-up
When new form submissions land from Gravity Forms, delays can cause missed outreach and messy reporting. This automation transforms submission data, logs it to Google Sheets, and updates HubSpot with contacts, deals, and tasksβso your team can respond fast.
Gravity Formsor swap with your favorite app
2.Formats submission data
Integrate Formatter by Zapier and data formatting tools to transform entry date and normalize phone and email for import.
Formatter by Zapieror swap with your favorite app
3.Rotates owners in round robin
Integrate Storage by Zapier and workflow state tools to increment a counter key and return the current owner index.
Storage by Zapieror swap with your favorite app
4.Creates lead tracking row
Integrate Google Sheets and spreadsheet reporting tools to create a row that logs lead details and marks the source.
Google Sheetsor swap with your favorite app
5.Sends notification email
Integrate Gmail and notification tools to send team alerts with mapped name, email, phone, and interest details.
Gmailor swap with your favorite app
6.Creates contact, deal, and task
Integrate HubSpot and CRM workflow tools to find or create a contact, create a deal, and assign a follow-up task.
HubSpotor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
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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