1.Captures new form submission
Integrate Gravity Forms and lead capture tools to capture the incoming entry and extract name, email, and selection fields.
Create CRM prospects from submitted paper order forms
Automatically capture new paper order form submissions across Gravity Forms and Webhooks by Zapier. Create and normalize prospect data when order form submitted, contact fields added, or submission capturedβso you can create prospect profiles, update marketing attributes, and post to your endpoint without manual lead entry.
How this automation creates CRM prospects
When order form submissions land in Gravity Forms, delays can break nurture timing and inflate manual data entry. This automation extracts fields, normalizes attributes, and posts qualifying records to your marketing endpointβso your team can scale follow-up.
Gravity Formsor swap with your favorite app
2.Normalizes prospect fields
Integrate Formatter by Zapier and data formatting tools to normalize fields and standardize prospect attributes.
Formatter by Zapieror swap with your favorite app
3.Posts to marketing endpoint
Integrate Webhooks by Zapier and marketing endpoint tools to POST mapped prospect data to your configured endpoint.
Webhooks by Zapieror swap with your favorite app
4.Filters to qualifying records
Integrate Gravity Forms and validation rules to continue only for qualifying records by filtering duplicates or incomplete submissions.
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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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