1.Detect new form submission
Integrate Gravity Forms and lead capture forms to detect new guide download submissions and initiate processing for lead nurture.
Create CRM lead and trigger nurture for guide download
Automatically monitor new guide download submissions across Gravity Forms and Google Sheets. Send targeted nurture when email and consent are presentβso you can create CRM leads, enrich records, and trigger canvases without manual follow-up.
How this automation accelerates your guide download nurture
When guide download submissions arrive without a consistent handoff, leads can stall and nurture timing slips. This automation creates records in Google Sheets, qualifies email and consent, updates Salesforce leads, and triggers a Marketing API canvas so your team can engage fasterβwithout manual reporting.
Gravity Formsor swap with your favorite app
2.Create spreadsheet row
Integrate Google Sheets and spreadsheet tracking to create a row and record submission details for each guide download.
Google Sheetsor swap with your favorite app
3.Filter if email exists
Integrate Filter by Zapier and consent checks to continue only when a valid email and required consent are present.
Filter by Zapieror swap with your favorite app
4.Create or update lead
Integrate Salesforce and CRM fields mapping to create or update a lead by email and source.
Salesforceor swap with your favorite app
5.Convert external id list to text
Integrate Formatter by Zapier and data formatting tools to convert external id results into comma separated text.
Formatter by Zapieror swap with your favorite app
6.Post to marketing API
Integrate Webhooks by Zapier and API tools to post the email or id payload and trigger the configured canvas.
Webhooks by Zapieror 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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