1.Detect new form submission
Integrate Gravity Forms to capture each new entry and trigger lead creation workflows based on the submission content.
Create CRM lead and welcome email from form signup
Automatically monitor new form submissions across Gravity Forms and Zapier tools. Create a CRM lead and send a welcome email when form submission received, entry passes eligibility filter, or email field is presentβso you can build lead records, deliver welcome messages, and log submissions without manual reporting.
How this automation creates qualified CRM leads
When new form submissions land but lead records and emails are delayed, response quality drops. This automation formats details, sends welcome email, and logs each entry while creating or finding the lead in Closeβso your team can follow up faster.
Gravity Formsor swap with your favorite app
2.Normalizes name fields
Integrate Formatter by Zapier and text formatting tools to capitalize and normalize name inputs into a single display name.
Formatter by Zapieror swap with your favorite app
3.Formats entry timestamp
Integrate Formatter by Zapier and date formatting tools to convert the submission timestamp into a YYYY-MM-DD date.
4.Sends welcome email
Integrate Gmail and email templating tools to send the welcome message using the display name and formatted date.
Gmailor swap with your favorite app
5.Logs submission to worksheet
Integrate Google Sheets and spreadsheet reporting tools to create a row with date, email, source, and note fields.
Google Sheetsor swap with your favorite app
6.Creates or finds lead
Integrate Close and CRM workflow tools to find or create the lead by email and set a follow-up task.
Closeor swap with your favorite app
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Explore all lead generation automations
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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